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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $159M AUM 822 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 324 Added 272 Reduced 42 Exited
Page 6 of 42  ·  822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 247.0 $38K 0.02% -240.0 -49.3% $155.57 -6.1%
102 LIN LINDE PLC Basic Materials 76.0 $38K 0.02% $495.76 +4.0%
103 CMI CUMMINS INC Industrials 67.0 $36K 0.02% +5.0 +8.1% $541.76 +22.1%
104 IWO ISHARES TR 115.0 $36K 0.02% $313.82 +20.6%
105 CVX CHEVRON CORPORATION Energy 173.0 $36K 0.02% +78.0 +82.1% $206.35 -9.9%
106 ENSG ENSIGN GROUP INC Healthcare 171.0 $34K 0.02% $201.66 -14.9%
107 IXUS ISHARES TR 397.0 $34K 0.02% $86.57 +11.6%
108 NFLX NETFLIX INC. Communication Services 354.0 $34K 0.02% NEW $96.15 -8.7%
109 UNH UNITEDHEALTH GROUP INC Healthcare 122.0 $33K 0.02% -8.0 -6.2% $271.16 +39.6%
110 MU MICRON TECHNOLOGY INC Technology 97.0 $33K 0.02% +31.0 +47.0% $337.85 +165.4%
111 COP CONOCOPHILLIPS Energy 245.0 $32K 0.02% $132.02 -11.5%
112 AMD ADVANCED MICRO DEVICES INC Technology 149.0 $30K 0.02% -9.0 -5.7% $203.44 +144.1%
113 HSBC HSBC HLDGS PLC Financial Services 367.0 $30K 0.02% -52.0 -12.4% $82.49 +12.9%
114 SHEL SHELL PLC Energy 313.0 $29K 0.02% +30.0 +10.6% $93.05 -8.3%
115 BK BANK NEW YORK MELLON CORP Financial Services 244.0 $29K 0.02% $118.50 +19.3%
116 SO SOUTHERN CO Utilities 297.0 $29K 0.02% -2.0 -0.7% $96.55 -2.3%
117 MLM MARTIN MARIETTA MATLS INC Basic Materials 46.0 $27K 0.02% -7.0 -13.2% $594.52 -6.1%
118 BTI BRITISH AMERN TOB PLC Consumer Defensive 467.0 $27K 0.02% -104.0 -18.2% $58.45 +11.0%
119 GD GENERAL DYNAMICS CORP Industrials 79.0 $27K 0.02% $343.77 +0.2%
120 KMI KINDER MORGAN INC DEL Energy 809.0 $27K 0.02% -69.0 -7.9% $33.54 -1.1%
Page 6 of 42  ·  822 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 36.9%
Financial Services 15.3%
Consumer Cyclical 11.8%
Healthcare 8.4%
Industrials 7.8%
Communication Services 6.0%
Consumer Defensive 5.7%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.7%