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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 4 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 323.0 $140K 0.08% -3.0 -0.9% $433.59 -30.4%
62 URI UNITED RENTALS INC Industrials 122.0 $138K 0.08% +1.0 +0.8% $1132.89 -9.1%
63 JNJ JOHNSON & JOHNSON Healthcare 525.0 $133K 0.07% $254.13 +5.5%
64 LLY ELI LILLY & CO Healthcare 109.0 $131K 0.07% +14.0 +14.7% $1199.45 -2.2%
65 VTEB VANGUARD MUN BD FDS 2,566.0 $130K 0.07% +499.0 +24.1% $50.57 -2.3%
66 EVRG EVERGY INC Utilities 1,413.0 $122K 0.07% +1K +2469.1% $86.44 -6.7%
67 BINC BLACKROCK ETF TRUST II 2,282.0 $119K 0.07% -8K -77.3% $52.34 -0.7%
68 MU MICRON TECHNOLOGY INC Technology 100.0 $115K 0.06% +3.0 +3.1% $1154.29 -19.2%
69 VB VANGUARD INDEX FDS 363.0 $110K 0.06% $303.38 -0.9%
70 SYSB ISHARES TR 1,169.0 $104K 0.06% +350.0 +42.7% $88.72 -1.6%
71 MCD MCDONALDS CORP Consumer Cyclical 381.0 $103K 0.06% -33.0 -8.0% $270.57 -2.1%
72 JPM JPMORGAN CHASE & CO Financial Services 312.0 $102K 0.06% $327.40 +9.2%
73 DFIV DIMENSIONAL ETF TRUST 1,849.0 $100K 0.06% $54.02 +7.3%
74 ORCL ORACLE CORP Technology 677.0 $99K 0.06% -11.0 -1.6% $146.64 +2.8%
75 META META PLATFORMS INC Communication Services 174.0 $98K 0.05% -8.0 -4.4% $563.29 +2.6%
76 FIS FIDELITY NATL INFORMATION SV Technology 2,520.0 $98K 0.05% $38.88 +6.6%
77 VO VANGUARD INDEX FDS 1,207.0 $97K 0.05% +881.0 +270.2% $80.59 +2.4%
78 TSLA TESLA INC Consumer Cyclical 230.0 $97K 0.05% -7.0 -3.0% $420.60 -17.1%
79 CAT CATERPILLAR INC Industrials 89.0 $94K 0.05% -6.0 -6.3% $1060.44 -24.5%
80 IWD ISHARES TR 377.0 $91K 0.05% +39.0 +11.5% $242.43 +6.6%
Page 4 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%