Retirement Wealth Solutions
$181M 13F equity value
852 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Retirement Wealth Solutions 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 |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 39,857 | $27M | 15.1% |
| IVV | ISHARES TR | 30,361 | $23M | 12.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 214,420 | $15M | 8.4% |
| DYNF | BLACKROCK ETF TRUST | 114,697 | $8M | 4.3% |
| IVW | ISHARES TR | 50,413 | $7M | 3.8% |
| BNDX | VANGUARD CHARLOTTE FDS | 136,230 | $7M | 3.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 104,413 | $6M | 3.4% |
| BSV | VANGUARD BD INDEX FDS | 77,578 | $6M | 3.3% |
| IVE | ISHARES TR | 24,269 | $6M | 3.0% |
| IEMG | ISHARES INC | 61,809 | $5M | 2.8% |
Track Retirement Wealth Solutions's 13F portfolio: $181M in reported holdings, 852 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}