Retirement Solution
$511M 13F equity value
79 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Retirement Solution covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | 5,478,280 | $255M | 49.9% |
| DUHP | DIMENSIONAL ETF TRUST | 1,317,557 | $55M | 10.8% |
| DFUS | DIMENSIONAL ETF TRUST | 448,251 | $37M | 7.2% |
| DFAC | DIMENSIONAL ETF TRUST | 696,213 | $31M | 6.0% |
| DFSV | DIMENSIONAL ETF TRUST | 658,005 | $26M | 5.0% |
| DFSI | DIMENSIONAL ETF TRUST | 349,466 | $16M | 3.1% |
| DFSE | DIMENSIONAL ETF TRUST | 256,769 | $13M | 2.5% |
| MSFT | MICROSOFT CORP | 32,396 | $12M | 2.4% |
| AAPL | APPLE INC | 32,654 | $9M | 1.8% |
| QQQ | INVESCO QQQ TR | 9,935 | $7M | 1.4% |
Track Retirement Solution's 13F portfolio: $511M in reported holdings, 79 positions. Top holdings and quarterly changes on SentiSense.
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