Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RETIREMENT FINANCIAL SOLUTIONS, LLC (CIK 1962532) reported $349.8M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($37.4M, 10.68%), AVUV ($23.7M, 6.78%), AVSC ($23.5M, 6.71%), SPLG ($21.1M, 6.02%), VGLT ($17.6M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $37.4M | 10.68% | 335,974 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $23.7M | 6.78% | 214,582 | Added |
| 3 | AVSC | AMERICAN CENTY ETF TR | $23.5M | 6.71% | 376,850 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $21.1M | 6.02% | 275,306 | Added |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | $17.6M | 5.04% | 318,408 | Added |
| 6 | QQQJ | INVESCO EXCH TRADED FD TR II | $16.5M | 4.72% | 455,769 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $16.2M | 4.64% | 300,115 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $14.4M | 4.13% | 470,475 | Trimmed |
| 9 | IEF | ISHARES TR | $11.9M | 3.41% | 125,131 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $11.7M | 3.33% | 144,582 | Added |
| 11 | MOO | VANECK ETF TRUST | $11.6M | 3.32% | 137,429 | New |
| 12 | SPMD | SPDR SERIES TRUST | $11.4M | 3.27% | 192,961 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $11.3M | 3.23% | 58,895 | Added |
| 14 | GRNY | TIDAL TRUST I | $11.3M | 3.22% | 472,278 | New |
| 15 | MGC | VANGUARD WORLD FD | $11.2M | 3.19% | 47,241 | Added |
| 16 | DIA | STATE STR SPDR DOW JONES IND | $11.2M | 3.19% | 24,106 | Trimmed |
| 17 | BCI | ABRDN ETFS | $10.9M | 3.12% | 448,803 | Added |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $10.8M | 3.08% | 143,460 | New |
| 19 | RSPA | INVESCO ACTIVELY MANAGED EXC | $9.3M | 2.67% | 186,750 | Added |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $6.3M | 1.79% | 26,332 | Trimmed |
| 21 | SCHP | SCHWAB STRATEGIC TR | $6.0M | 1.71% | 225,230 | New |
| 22 | RWL | INVESCO EXCH TRADED FD TR II | $5.8M | 1.67% | 50,787 | Added |
| 23 | SPYV | SPDR SERIES TRUST | $5.8M | 1.66% | 102,557 | Added |
| 24 | SPYG | SPDR SERIES TRUST | $5.6M | 1.61% | 57,396 | Added |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | $5.3M | 1.53% | 91,246 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31