RETIREMENT INCOME SOLUTIONS, INC
CIK 1730386
13F filing for Q2 2026・No. 3,575
- Holdings
- US$580.84M
- Quarter change
- −US$4.26M
- Entries
- 172
- Net bought (estimate)
- −US$4.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 20
- Added 6
- Corporate actions 0
- Unchanged 146
Largest holdings
172 stocks worth US$580.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Cut | 1,849,918 | US$141.59M | 24.38% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 69,678 | US$45.31M | 7.80% |
| SPDR SERIES TRUSTST STR P400MID | Cut | 714,469 | US$42.31M | 7.28% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 718,740 | US$36.38M | 6.26% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 54,870 | US$35.84M | 6.17% |
| MINTPIMCO ETF TRENHAN SHRT MA AC | Cut | 346,949 | US$34.89M | 6.01% |
| IWFISHARES TRRUS 1000 GRW ETF | Added | 42,222 | US$18M | 3.10% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 230,999 | US$15.6M | 2.69% |
| WORLD GOLD TRSPDR GLD MINIS | Unchanged | 129,822 | US$12.03M | 2.07% |
| SPDR SERIES TRUSTST STR SP500FF | Cut | 164,718 | US$8.73M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.