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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 29 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ACA ARCOSA INC Industrials 11.0 $2K 0.00% +1.0 +10.0% $145.36 -0.1%
562 BLACKROCK ETF TRUST II 32.0 $2K 0.00% -426.0 -93.0% $49.81
563 HUM HUMANA INC Healthcare 4.0 $2K 0.00% +1.0 +33.3% $397.25 -2.9%
564 TPG TPG INC Financial Services 39.0 $2K 0.00% +29.0 +290.0% $40.56 +33.0%
565 PEN PENUMBRA INC Healthcare 5.0 $2K 0.00% -1.0 -16.7% $315.80 +1.9%
566 WTS WATTS WATER TECHNOLOGIES INC Industrials 4.0 $2K 0.00% -1.0 -20.0% $391.50 -6.4%
567 LEIDOS HOLDINGS INC 15.0 $2K 0.00% -4.0 -21.1% $103.00
568 AFG AMERICAN FINANCIAL GROUP INC Financial Services 11.0 $2K 0.00% $140.00 +2.6%
569 VEON LTD 29.0 $2K 0.00% +5.0 +20.8% $52.24
570 ALK ALASKA AIR GROUP INC Industrials 29.0 $2K 0.00% +2.0 +7.4% $52.21 -18.9%
571 COLB COLUMBIA BKG SYS INC Financial Services 47.0 $2K 0.00% +3.0 +6.8% $32.02 -6.1%
572 MTCH MATCH GROUP INC NEW Communication Services 39.0 $1K 0.00% $38.05 +9.3%
573 L LOEWS CORP Financial Services 13.0 $1K 0.00% $113.23 -3.1%
574 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 17.0 $1K 0.00% $85.76 +3.4%
575 TEM TEMPUS AI INC Healthcare 25.0 $1K 0.00% +14.0 +127.3% $57.96 +10.5%
576 WTFC WINTRUST FINL CORP Financial Services 9.0 $1K 0.00% +2.0 +28.6% $160.78 -4.9%
577 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 136.0 $1K 0.00% NEW $10.57 +9.3%
578 LIBERTY MEDIA CORP DEL 15.0 $1K 0.00% -1.0 -6.2% $95.20
579 RYANAIR HOLDINGS PLC 22.0 $1K 0.00% -47.0 -68.1% $64.77
580 AIG AMERICAN INTL GROUP INC Financial Services 19.0 $1K 0.00% -4.0 -17.4% $74.58 +3.2%
Page 29 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%