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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 32 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HOPE HOPE BANCORP INC Financial Services 84.0 $1K 0.00% +9.0 +12.0% $13.69 +1.7%
622 RBLX ROBLOX CORP Technology 21.0 $1K 0.00% -1.0 -4.5% $54.38 -29.1%
623 ON ON SEMICONDUCTOR CORP Technology 12.0 $1K 0.00% $94.58 -23.2%
624 MSCI MSCI INC Financial Services 2.0 $1K 0.00% $560.50 +1.8%
625 OGE OGE ENERGY CORP Utilities 23.0 $1K 0.00% -47.0 -67.1% $48.70 -6.1%
626 AN AUTONATION INC Consumer Cyclical 6.0 $1K 0.00% -5.0 -45.5% $185.83 +7.7%
627 CINF CINCINNATI FINL CORP Financial Services 6.0 $1K 0.00% $185.17 -7.1%
628 APTIV PLC 18.0 $1K 0.00% -1.0 -5.3% $61.39
629 PR PERMIAN RESOURCES CORP Energy 59.0 $1K 0.00% $18.42 +23.2%
630 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5.0 $1K 0.00% $216.60 -8.3%
631 AGCO AGCO CORP Industrials 9.0 $1K 0.00% +4.0 +80.0% $119.78 -5.3%
632 TIP ISHARES TR 10.0 $1K 0.00% $106.60 +0.3%
633 FEDEX FGHT HLDG CO INC 7.0 $1K 0.00% NEW $151.00
634 AR ANTERO RESOURCES CORP Energy 30.0 $1K 0.00% -3.0 -9.1% $35.17 +9.3%
635 DEO DIAGEO PLC Consumer Defensive 13.0 $1K 0.00% -2.0 -13.3% $80.38 +15.7%
636 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 6.0 $1K 0.00% +3.0 +100.0% $173.17 -6.2%
637 DG DOLLAR GEN CORP Consumer Defensive 9.0 $1K 0.00% +3.0 +50.0% $115.11 +6.8%
638 EXR EXTRA SPACE STORAGE INC Real Estate 7.0 $1K 0.00% $147.14 -2.9%
639 UPST UPSTART HLDGS INC Financial Services 29.0 $1K 0.00% +14.0 +93.3% $35.45 -18.0%
640 CRTO CRITEO S A Communication Services 56.0 $1K 0.00% +18.0 +47.4% $18.29 -4.5%
Page 32 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%