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 INCOME SOLUTIONS, INC (CIK 1730386) reported $580.8M across 172 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($141.6M, 24.38%), SPY ($45.3M, 7.80%), SPMD ($42.3M, 7.28%), JPST ($36.4M, 6.26%), IVV ($35.8M, 6.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $141.6M | 24.38% | 1.8M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $45.3M | 7.80% | 69,678 | Trimmed |
| 3 | SPMD | SPDR SERIES TRUST | $42.3M | 7.28% | 714,469 | Trimmed |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $36.4M | 6.26% | 718,740 | Trimmed |
| 5 | IVV | ISHARES TR | $35.8M | 6.17% | 54,870 | Trimmed |
| 6 | MINT | PIMCO ETF TR | $34.9M | 6.01% | 346,949 | Trimmed |
| 7 | IWF | ISHARES TR | $18.0M | 3.10% | 42,222 | Added |
| 8 | IJH | ISHARES TR | $15.6M | 2.69% | 230,999 | Trimmed |
| 9 | GLDM | WORLD GOLD TR | $12.0M | 2.07% | 129,822 | Hold |
| 10 | SPYX | SPDR SERIES TRUST | $8.7M | 1.50% | 164,718 | Trimmed |
| 11 | ESGU | ISHARES TR | $7.7M | 1.33% | 54,534 | Hold |
| 12 | QQQ | INVESCO QQQ TR | $7.7M | 1.32% | 13,302 | Hold |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.22% | 36,798 | Hold |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.20% | 139,531 | Trimmed |
| 15 | IWD | ISHARES TR | $6.9M | 1.19% | 32,403 | Hold |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.3M | 1.08% | 10,145 | Trimmed |
| 17 | IWB | ISHARES TR | $6.2M | 1.06% | 17,255 | Hold |
| 18 | FESM | FIDELITY COVINGTON TRUST | $5.7M | 0.98% | 150,039 | Hold |
| 19 | ACWI | ISHARES TR | $5.6M | 0.97% | 40,588 | Hold |
| 20 | AAPL | APPLE INC | $5.1M | 0.88% | 20,218 | Hold |
| 21 | AVDE | AMERICAN CENTY ETF TR | $4.8M | 0.83% | 56,639 | Trimmed |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $4.4M | 0.76% | 130,010 | Hold |
| 23 | VO | VANGUARD INDEX FDS | $4.0M | 0.69% | 13,985 | Hold |
| 24 | EFA | ISHARES TR | $3.2M | 0.56% | 33,414 | Hold |
| 25 | SPYG | SPDR SERIES TRUST | $3.3M | 0.56% | 33,419 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30