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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 30 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TKO TKO GROUP HOLDINGS INC Communication Services 7.0 $1K 0.00% -2.0 -22.2% $201.43 -8.3%
582 HAS HASBRO INC Consumer Cyclical 17.0 $1K 0.00% -7.0 -29.2% $82.65 +14.0%
583 ITGR INTEGER HLDGS CORP Healthcare 15.0 $1K 0.00% -3.0 -16.7% $93.47 +34.1%
584 AEM AGNICO EAGLE MINES LTD Basic Materials 9.0 $1K 0.00% $155.22 +32.9%
585 FAST FASTENAL CO Industrials 29.0 $1K 0.00% +1.0 +3.6% $48.03 +3.6%
586 QLYS QUALYS INC Technology 10.0 $1K 0.00% -8.0 -44.4% $137.50 +36.0%
587 FISV FISERV INC Technology 28.0 $1K 0.00% -10.0 -26.3% $49.07 +8.4%
588 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 21.0 $1K 0.00% -19.0 -47.5% $64.48 -1.1%
589 HIMS HIMS & HERS HEALTH INC Healthcare 39.0 $1K 0.00% -7.0 -15.2% $34.69 -16.9%
590 GBCI GLACIER BANCORP INC NEW Financial Services 26.0 $1K 0.00% +2.0 +8.3% $51.62 -9.2%
591 AIN ALBANY INTL CORP Consumer Cyclical 18.0 $1K 0.00% +3.0 +20.0% $74.50 -21.7%
592 AAT AMERICAN ASSETS TR INC Real Estate 54.0 $1K 0.00% -1.0 -1.8% $24.70 -9.2%
593 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K 0.00% $1333.00 -11.0%
594 HONEYWELL AEROSPACE INC 6.0 $1K 0.00% NEW $221.17
595 BNL BROADSTONE NET LEASE INC Real Estate 64.0 $1K 0.00% -1.0 -1.5% $20.67 +2.0%
596 NVST ENVISTA HOLDINGS CORPORATION Healthcare 50.0 $1K 0.00% -8.0 -13.8% $26.36 +2.9%
597 IIPR INNOVATIVE INDL PPTYS INC Real Estate 21.0 $1K 0.00% +7.0 +50.0% $62.00 -9.2%
598 CRWV COREWEAVE INC Technology 13.0 $1K 0.00% -11.0 -45.8% $99.62 -15.4%
599 W WAYFAIR INC Consumer Cyclical 14.0 $1K 0.00% $92.43 +12.3%
600 IFRA ISHARES TR 20.0 $1K 0.00% -1.0 -4.8% $64.60 -8.4%
Page 30 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%