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 $585.1M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($142.3M, 24.33%), SPY ($45.4M, 7.76%), SPMD ($42.5M, 7.26%), JPST ($36.4M, 6.22%), IVV ($36.0M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $142.3M | 24.33% | 1.9M | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $45.4M | 7.76% | 69,780 | Trimmed |
| 3 | SPMD | SPDR SERIES TRUST | $42.5M | 7.26% | 717,188 | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $36.4M | 6.22% | 719,459 | Added |
| 5 | IVV | ISHARES TR | $36.0M | 6.15% | 55,070 | Trimmed |
| 6 | MINT | PIMCO ETF TR | $34.9M | 5.97% | 347,406 | Added |
| 7 | IWF | ISHARES TR | $17.9M | 3.06% | 41,989 | Trimmed |
| 8 | IJH | ISHARES TR | $15.8M | 2.71% | 234,434 | Added |
| 9 | GLDM | WORLD GOLD TR | $12.0M | 2.06% | 129,822 | Trimmed |
| 10 | SPYX | SPDR SERIES TRUST | $9.0M | 1.54% | 169,450 | Trimmed |
| 11 | ESGU | ISHARES TR | $7.7M | 1.32% | 54,534 | Added |
| 12 | QQQ | INVESCO QQQ TR | $7.7M | 1.31% | 13,302 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.21% | 36,798 | Trimmed |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.1M | 1.21% | 141,486 | Trimmed |
| 15 | IWD | ISHARES TR | $6.9M | 1.18% | 32,403 | Added |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.3M | 1.08% | 10,228 | Trimmed |
| 17 | IWB | ISHARES TR | $6.2M | 1.05% | 17,255 | Trimmed |
| 18 | FESM | FIDELITY COVINGTON TRUST | $5.7M | 0.97% | 150,039 | Added |
| 19 | ACWI | ISHARES TR | $5.6M | 0.96% | 40,588 | Trimmed |
| 20 | AAPL | APPLE INC | $5.1M | 0.88% | 20,218 | Trimmed |
| 21 | AVDE | AMERICAN CENTY ETF TR | $4.9M | 0.84% | 57,749 | Added |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $4.4M | 0.75% | 130,010 | Added |
| 23 | VO | VANGUARD INDEX FDS | $4.0M | 0.69% | 13,985 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $3.4M | 0.59% | 16,469 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $3.3M | 0.57% | 33,803 | Added |
Source: SEC Form 13F filings · as of 2026-03-31