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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $181M AUM 811 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 260 Added 256 Reduced 43 Exited
Page 26 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EW EDWARDS LIFESCIENCES CORP Healthcare 25.0 $2K 0.00% -4.0 -13.8% $90.48 -0.3%
502 ZD ZIFF DAVIS INC Communication Services 43.0 $2K 0.00% -7.0 -14.0% $52.37 +6.6%
503 CEG CONSTELLATION ENERGY CORP Utilities 9.0 $2K 0.00% -18.0 -66.7% $248.44 +11.4%
504 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 20.0 $2K 0.00% +5.0 +33.3% $111.80 -9.8%
505 RVTY REVVITY INC Healthcare 20.0 $2K 0.00% $111.30 +15.7%
506 SPACE EXPLORATION TECHN CORP 13.0 $2K 0.00% NEW $170.92
507 TOST TOAST INC Technology 79.0 $2K 0.00% -12.0 -13.2% $27.82 +26.3%
508 OKE ONEOK INC NEW Energy 25.0 $2K 0.00% +3.0 +13.6% $86.96 +9.0%
509 TEX TEREX CORP NEW Industrials 30.0 $2K 0.00% -4.0 -11.8% $72.40 -12.0%
510 DLR DIGITAL RLTY TR INC Real Estate 12.0 $2K 0.00% $180.67 +2.7%
511 WAB WABTEC Industrials 8.0 $2K 0.00% $269.62 +8.4%
512 LXP INDUSTRIAL TRUST 40.0 $2K 0.00% +5.0 +14.3% $53.90
513 KALU KAISER ALUMINIUM CORPORATION Basic Materials 11.0 $2K 0.00% $195.64 -20.1%
514 GRMN GARMIN LTD Technology 9.0 $2K 0.00% -1.0 -10.0% $237.56 +20.1%
515 CARR CARRIER GLOBAL CORPORATION Industrials 29.0 $2K 0.00% +16.0 +123.1% $73.38 -19.9%
516 CHCO CITY HLDG CO Financial Services 16.0 $2K 0.00% +1.0 +6.7% $132.69 +8.1%
517 PCG PG&E CORP Utilities 126.0 $2K 0.00% -12.0 -8.7% $16.83 -1.3%
518 SUPN SUPERNUS PHARMACEUTICALS Healthcare 45.0 $2K 0.00% -10.0 -18.2% $46.51 -6.0%
519 GWRE GUIDEWIRE SOFTWARE INC Technology 17.0 $2K 0.00% -8.0 -32.0% $123.06 +67.3%
520 MSTR STRATEGY INC Technology 24.0 $2K 0.00% -1.0 -4.0% $86.96 +46.4%
Page 26 of 41  ·  811 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 41.0%
Financial Services 14.0%
Consumer Cyclical 10.9%
Industrials 9.0%
Healthcare 8.0%
Consumer Defensive 5.1%
Communication Services 4.0%
Utilities 2.5%
Basic Materials 2.2%
Energy 2.2%