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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 31 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PRVA PRIVIA HEALTH GROUP INC Healthcare 50.0 $1K 0.00% +20.0 +66.7% $25.74 -19.2%
602 ROST ROSS STORES INC Consumer Cyclical 6.0 $1K 0.00% -1.0 -14.3% $213.00 +7.3%
603 LTC LTC PPTYS INC Real Estate 33.0 $1K 0.00% -10.0 -23.3% $38.45 +5.6%
604 SFM SPROUTS FMRS MKT INC Consumer Defensive 15.0 $1K 0.00% $84.60 -3.7%
605 TFX TELEFLEX INCORPORATED Healthcare 10.0 $1K 0.00% +2.0 +25.0% $126.80 +10.1%
606 CMPS COMPASS PATHWAYS PLC Healthcare 89.0 $1K 0.00% NEW $14.16 -3.0%
607 PAYC PAYCOM SOFTWARE INC Technology 10.0 $1K 0.00% -1.0 -9.1% $125.70 +89.8%
608 MSI MOTOROLA SOLUTIONS INC Technology 3.0 $1K 0.00% -3.0 -50.0% $415.33 +17.0%
609 SLM SLM CORP Financial Services 48.0 $1K 0.00% +43.0 +860.0% $25.96 +1.7%
610 QXO QXO INC Industrials 72.0 $1K 0.00% -7.0 -8.9% $17.29 -21.8%
611 ALLY ALLY FINL INC Financial Services 27.0 $1K 0.00% $45.96 -8.2%
612 RLI RLI CORP Financial Services 21.0 $1K 0.00% -3.0 -12.5% $59.10 +8.8%
613 PK PARK HOTELS & RESORTS INC Real Estate 87.0 $1K 0.00% -6.0 -6.5% $14.25 +11.1%
614 ADC AGREE RLTY CORP Real Estate 16.0 $1K 0.00% $75.75 -3.4%
615 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 34.0 $1K 0.00% +9.0 +36.0% $35.12 +0.2%
616 ENB ENBRIDGE INC Energy 22.0 $1K 0.00% $54.23 -7.4%
617 STT STATE STR CORP Financial Services 7.0 $1K 0.00% +2.0 +40.0% $169.71 +13.9%
618 ALGN ALIGN TECHNOLOGY INC Healthcare 7.0 $1K 0.00% $168.71 -6.6%
619 NTNX NUTANIX INC Technology 23.0 $1K 0.00% +14.0 +155.6% $51.00 +35.6%
620 SBRA SABRA HEALTH CARE REIT INC Real Estate 59.0 $1K 0.00% -38.0 -39.2% $19.53 +5.6%
Page 31 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%