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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $158M AUM 760 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 760 New
Page 26 of 38  ·  760 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NET CLOUDFLARE INC Technology 8.0 $2K 0.00% NEW $197.25 +6.1%
502 FFBC FIRST FINL BANCORP OH Financial Services 63.0 $2K 0.00% NEW $25.03 +23.1%
503 AIR AAR CORP Industrials 19.0 $2K 0.00% NEW $82.84 +36.2%
504 KN KNOWLES CORP Technology 73.0 $2K 0.00% NEW $21.44 +75.5%
505 ROK ROCKWELL AUTOMATION INC Industrials 4.0 $2K 0.00% NEW $389.25 +17.2%
506 PEN PENUMBRA INC Healthcare 5.0 $2K 0.00% NEW $311.00 +3.0%
507 HALO HALOZYME THERAPEUTICS INC Healthcare 23.0 $2K 0.00% NEW $67.30 +2.0%
508 ORA ORMAT TECHNOLOGIES INC Utilities 14.0 $2K 0.00% NEW $110.50 +26.4%
509 WU WESTERN UN CO Financial Services 166.0 $2K 0.00% NEW $9.31 -12.3%
510 HUM HUMANA INC Healthcare 6.0 $2K 0.00% NEW $256.17 +19.6%
511 COLB COLUMBIA BKG SYS INC Financial Services 55.0 $2K 0.00% NEW $27.93 +6.7%
512 EXEL EXELIXIS INC Healthcare 35.0 $2K 0.00% NEW $43.86 +14.1%
513 MRVL MARVELL TECHNOLOGY INC Technology 18.0 $2K 0.00% NEW $85.00 +133.8%
514 OVV OVINTIV INC Energy 39.0 $2K 0.00% NEW $39.21 +41.9%
515 AEM AGNICO EAGLE MINES LTD Basic Materials 9.0 $2K 0.00% NEW $169.56 +3.2%
516 ASB ASSOCIATED BANC CORP Financial Services 59.0 $2K 0.00% NEW $25.76 +9.0%
517 PLNT PLANET FITNESS INC Consumer Cyclical 14.0 $2K 0.00% NEW $108.50 -52.1%
518 WPC WP CAREY INC Real Estate 23.0 $2K 0.00% NEW $65.61 +13.3%
519 JBT MAREL CORPORATION 10.0 $2K 0.00% NEW $150.70
520 LOGI LOGITECH INTL S A Technology 15.0 $2K 0.00% NEW $100.27 +9.6%
Page 26 of 38  ·  760 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 20.5%
Consumer Cyclical 10.4%
Healthcare 8.3%
Industrials 6.4%
Communication Services 5.2%
Consumer Defensive 5.2%
Energy 1.9%
Basic Materials 1.6%
Utilities 1.2%