RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 1962532
13F filing for Q2 2026・No. 4,439
- Holdings
- US$406.79M
- Quarter change
- +US$56.99M
- Entries
- 53
- Net bought (estimate)
- +US$19M
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 4
- Sold out 4
- Cut 7
- Added 40
- Corporate actions 0
- Unchanged 2
Largest holdings
53 stocks worth US$406.79M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 353,155 | US$45.23M | 11.12% |
| AMERICAN CENTY ETF TRAVAN US SMAL ETF | Added | 391,883 | US$28.74M | 7.07% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 223,968 | US$27.94M | 6.87% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 282,726 | US$24.85M | 6.11% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 248,491 | US$23.98M | 5.89% |
| INVESCO EXCH TRADED FD TR IINASDAQNXTGEN100 | Added | 473,142 | US$21.5M | 5.29% |
| VANGUARD SCOTTSDALE FDSLONG TERM TREAS | Added | 367,012 | US$20.25M | 4.98% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 314,873 | US$18.79M | 4.62% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 470,729 | US$14.93M | 3.67% |
| VANGUARD WORLD FDEXTENDED DUR | Added | 220,523 | US$14.35M | 3.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.