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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 36 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BBWI BATH & BODY WORKS INC Consumer Cyclical 31.0 $718.0 +10.0 +47.6% $23.16 -17.0%
702 LNG CHENIERE ENERGY INC Energy 3.0 $718.0 -1.0 -25.0% $239.33 +18.0%
703 BLDR BUILDERS FIRSTSOURCE INC Industrials 8.0 $716.0 +5.0 +166.7% $89.50 -24.3%
704 OTIS OTIS WORLDWIDE CORP Industrials 10.0 $716.0 -8.0 -44.4% $71.60 +0.2%
705 FERG FERGUSON ENTERPRISES INC Industrials 3.0 $712.0 +1.0 +50.0% $237.33 -3.7%
706 SATS ECHOSTAR CORP Technology 7.0 $711.0 -1.0 -12.5% $101.57 -14.4%
707 GALAXY DIGITAL INC. 26.0 $711.0 $27.35
708 MDT MEDTRONIC PLC Healthcare 9.0 $705.0 -40.0 -81.6% $78.33 +16.5%
709 QBTS D-WAVE QUANTUM INC Technology 29.0 $696.0 +14.0 +93.3% $24.00 -29.1%
710 Z ZILLOW GROUP INC Communication Services 22.0 $694.0 -21.0 -48.8% $31.55 +13.0%
711 GIS GENERAL MILLS INC Consumer Defensive 19.0 $662.0 +15.0 +375.0% $34.84 +19.3%
712 VSNT VERSANT MEDIA GROUP INC Industrials 18.0 $655.0 $36.39 +12.7%
713 BUNGE GLOBAL SA 6.0 $641.0 -8.0 -57.1% $106.83
714 LEN LENNAR CORP Consumer Cyclical 7.0 $634.0 +3.0 +75.0% $90.57 -4.7%
715 NTAP NETAPP INC Technology 4.0 $620.0 $155.00 +20.7%
716 GNL GLOBAL NET LEASE INC Real Estate 69.0 $617.0 -56.0 -44.8% $8.94 +2.4%
717 EQR EQUITY RESIDENTIAL Real Estate 9.0 $612.0 $68.00 -6.4%
718 ESS ESSEX PPTY TR INC Real Estate 2.0 $584.0 $292.00 -2.7%
719 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 15.0 $578.0 $38.53 +0.3%
720 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9.0 $578.0 -5.0 -35.7% $64.22 +11.7%
Page 36 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%