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 GUYS FORMULA LLC (CIK 1933059) reported $217.4M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($12.1M, 5.58%), HEGD ($7.1M, 3.28%), QQQ ($5.2M, 2.37%), AAPL ($4.6M, 2.12%), JEPI ($4.5M, 2.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $12.1M | 5.58% | 239,599 | Added |
| 2 | HEGD | LISTED FDS TR | $7.1M | 3.28% | 289,135 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $5.2M | 2.37% | 8,938 | Trimmed |
| 4 | AAPL | APPLE INC | $4.6M | 2.12% | 18,206 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.07% | 79,464 | Added |
| 6 | VO | VANGUARD INDEX FDS | $4.3M | 1.98% | 14,962 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $3.9M | 1.79% | 48,217 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $3.9M | 1.77% | 15,755 | Trimmed |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.8M | 1.73% | 67,671 | Added |
| 10 | JIVE | J P MORGAN EXCHANGE TRADED F | $3.7M | 1.70% | 43,072 | New |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 1.70% | 5,682 | Trimmed |
| 12 | KNG | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.69% | 75,392 | Added |
| 13 | WMT | WALMART INC | $3.3M | 1.51% | 26,483 | Added |
| 14 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.1M | 1.42% | 65,819 | Trimmed |
| 15 | PEP | PEPSICO INC | $3.0M | 1.40% | 19,543 | Added |
| 16 | LLY | ELI LILLY & CO | $3.0M | 1.37% | 3,230 | Added |
| 17 | ABC | CENCORA INC | $3.0M | 1.37% | 9,516 | Added |
| 18 | GILD | GILEAD SCIENCES INC | $2.9M | 1.35% | 21,123 | New |
| 19 | VXUS | VANGUARD STAR FDS | $2.9M | 1.35% | 38,140 | Trimmed |
| 20 | NFLX | NETFLIX INC. | $2.8M | 1.31% | 29,593 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $2.7M | 1.22% | 15,235 | Added |
| 22 | AMZN | AMAZON COM INC | $2.5M | 1.17% | 12,185 | Added |
| 23 | EOG | EOG RES INC | $2.4M | 1.11% | 16,723 | Added |
| 24 | XLP | SELECT SECTOR SPDR TR | $2.4M | 1.09% | 29,028 | Trimmed |
| 25 | GOOG | ALPHABET INC | $2.3M | 1.07% | 8,144 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31