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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 33 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EXPE EXPEDIA GROUP INC Consumer Cyclical 4.0 $1K 0.00% $256.00 +28.7%
642 PTC PTC INC Technology 9.0 $1K 0.00% -23.0 -71.9% $113.67 +38.3%
643 SFNC SIMMONS FIRST NATL CORP Financial Services 45.0 $1K 0.00% +3.0 +7.1% $22.67 +0.1%
644 JBT MAREL CORPORATION 7.0 $1K 0.00% -3.0 -30.0% $145.00
645 DXCM DEXCOM INC Healthcare 15.0 $1K 0.00% -6.0 -28.6% $67.40 +34.7%
646 TEL TE CONNECTIVITY PLC Technology 5.0 $1K 0.00% $201.80 +0.4%
647 MDB MONGODB INC Technology 3.0 $1K 0.00% +1.0 +50.0% $336.00 +32.9%
648 OKLO OKLO INC Utilities 19.0 $995.0 0.00% +4.0 +26.7% $52.37 -23.4%
649 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13.0 $994.0 0.00% +6.0 +85.7% $76.46 +6.6%
650 CVBF CVB FINL CORP Financial Services 44.0 $993.0 0.00% -9.0 -17.0% $22.57 -1.7%
651 ROK ROCKWELL AUTOMATION INC Industrials 2.0 $991.0 0.00% $495.50 -13.0%
652 PMT PENNYMAC MTG INVT TR Real Estate 87.0 $982.0 0.00% +57.0 +190.0% $11.29 -17.3%
653 MUR MURPHY OIL CORP Energy 30.0 $977.0 0.00% -7.0 -18.9% $32.57 +9.4%
654 WYNN WYNN RESORTS LTD Consumer Cyclical 10.0 $971.0 0.00% -3.0 -23.1% $97.10 -1.9%
655 ACGL ARCH CAP GROUP LTD Financial Services 10.0 $971.0 0.00% $97.10 +1.8%
656 XEL XCEL ENERGY INC Utilities 12.0 $964.0 0.00% +1.0 +9.1% $80.33 -4.8%
657 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 11.0 $960.0 0.00% -17.0 -60.7% $87.27 +3.8%
658 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 11.0 $959.0 0.00% +8.0 +266.7% $87.18 -15.8%
659 D DOMINION ENERGY INC Utilities 14.0 $957.0 0.00% +4.0 +40.0% $68.36 -4.2%
660 DORM DORMAN PRODS INC Consumer Cyclical 7.0 $956.0 0.00% +3.0 +75.0% $136.57 -5.3%
Page 33 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%