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 Wealth Solutions LLC (CIK 2044741) reported $158.6M across 811 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($24.7M, 15.58%), IVV ($15.7M, 9.92%), VEA ($14.2M, 8.94%), BNDX ($6.5M, 4.08%), DYNF ($6.1M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $24.7M | 15.58% | 41,364 | Added |
| 2 | IVV | ISHARES TR | $15.7M | 9.92% | 24,088 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $14.2M | 8.94% | 221,243 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 4.08% | 134,796 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $6.1M | 3.87% | 105,631 | Added |
| 6 | BSV | VANGUARD BD INDEX FDS | $6.0M | 3.78% | 76,495 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.9M | 3.69% | 108,385 | Trimmed |
| 8 | IVW | ISHARES TR | $5.3M | 3.35% | 46,989 | Added |
| 9 | IVE | ISHARES TR | $5.2M | 3.28% | 24,624 | Trimmed |
| 10 | IEMG | ISHARES INC | $5.1M | 3.21% | 72,942 | Added |
| 11 | EFV | ISHARES TR | $4.7M | 2.98% | 63,473 | Added |
| 12 | VXF | VANGUARD INDEX FDS | $3.3M | 2.07% | 15,972 | Trimmed |
| 13 | EFG | ISHARES TR | $3.3M | 2.06% | 29,340 | Added |
| 14 | IUSB | ISHARES TR | $3.2M | 1.99% | 68,467 | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $2.7M | 1.72% | 35,422 | Added |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $2.6M | 1.65% | 55,826 | Added |
| 17 | BLV | VANGUARD BD INDEX FDS | $2.5M | 1.57% | 36,248 | Added |
| 18 | AGG | ISHARES TR | $2.4M | 1.53% | 24,420 | Trimmed |
| 19 | QUAL | ISHARES TR | $2.4M | 1.52% | 12,550 | Trimmed |
| 20 | THRO | BLACKROCK ETF TRUST | $2.1M | 1.35% | 58,959 | Trimmed |
| 21 | BAI | BLACKROCK ETF TRUST | $2.0M | 1.24% | 59,737 | Added |
| 22 | MTUM | ISHARES TR | $1.5M | 0.96% | 6,373 | Added |
| 23 | MUB | ISHARES TR | $1.5M | 0.94% | 14,019 | Trimmed |
| 24 | IEFA | ISHARES TR | $1.5M | 0.93% | 16,285 | Trimmed |
| 25 | TLH | ISHARES TR | $1.3M | 0.83% | 13,144 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31