Golden Reserve Retirement LLC
CIK 2066488
13F filing for Q2 2026・No. 3,383
- Holdings
- US$634.93M
- Quarter change
- +US$150.26M
- Entries
- 112
- Net bought (estimate)
- +US$74.76M
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 27
- Sold out 19
- Cut 1
- Added 83
- Corporate actions 0
- Unchanged 1
Largest holdings
112 stocks worth US$634.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 410,464 | US$151.89M | 23.92% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 4,249,804 | US$143.81M | 22.65% |
| QQQInvesco QQQUNIT SER 1 | Added | 109,093 | US$80.34M | 12.65% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 2,339,310 | US$74.18M | 11.68% |
| SCHWAB STRATEGIC TRUS SML CAP ETF | Added | 1,526,535 | US$55.15M | 8.69% |
| AAPLAppleCOM | Added | 35,243 | US$10.2M | 1.61% |
| NVDANvidiaCOM | Added | 39,665 | US$7.94M | 1.25% |
| MSFTMicrosoftCOM | Added | 14,176 | US$5.29M | 0.83% |
| AMZNAmazonCOM | Added | 17,516 | US$4.17M | 0.66% |
| GOOGLAlphabetCAP STK CL A | Added | 10,289 | US$3.68M | 0.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.