Retirement Financial Solutions, LLC Portfolio Holdings

Retirement Financial Solutions, LLC

  • $164 Billion
  • Q3 2025

Retirement Financial Solutions, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.3B, Spdr Portfolio with a value of $16.1B, American Centy ETF Tr Avantis with a value of $16.1B, American Centy ETF Tr Avantis with a value of $15.9B, and Invesco Exchange Traded Fd Tr with a value of $12.1B.

Examining the 13F form we can see an increase of $2.45B in the current position value, from $161B to 164B.

Retirement Financial Solutions, LLC is based out at Knoxville, TN

Below you can find more details about Retirement Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $141 Billion
Technology: $3.77 Billion
Consumer Defensive: $781 Million
Financial Services: $558 Million
Industrials: $363 Million
Energy: $295 Million
Real Estate: $195 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 10.57% of portfolio
220,903
Q3 2025 Reduced 12.21%
$0
$16.1 Billion 9.83% of portfolio
281,292
Q3 2025 New
$0
$16.1 Billion 9.83% of portfolio
280,924
Q3 2025 New
$0
$15.9 Billion 9.69% of portfolio
159,306
Q3 2025 New
$0
$12.1 Billion 7.4% of portfolio
338,548
Q3 2025 New
$0
$11.8 Billion 7.21% of portfolio
217,671
Q3 2025 New
$0
$10.7 Billion 6.56% of portfolio
111,288
Q3 2025 Reduced 20.21%
$0
$9.48 Billion 5.79% of portfolio
166,735
Q3 2025 New
$0
$8.65 Billion 5.28% of portfolio
316,781
Q3 2025 New
$0
$8.32 Billion 5.08% of portfolio
165,104
Q3 2025 Reduced 2.85%
$0
$6.42 Billion 3.92% of portfolio
112,418
Q3 2025 Reduced 0.81%
$0
$5.98 Billion 3.65% of portfolio
87,300
Q3 2025 New
$0
$3.54 Billion 2.17% of portfolio
60,233
Q3 2025 New
$0
$2.91 Billion 1.78% of portfolio
53,841
Q3 2025 Reduced 26.2%
$0
$2.91 Billion 1.78% of portfolio
67,226
Q3 2025 Reduced 65.91%
$0
$1.98 Billion 1.21% of portfolio
3,233
Q3 2025 Added 2.67%
$4.3T
$1.21 Billion 0.74% of portfolio
4,736
Q3 2025 Reduced 6.5%
$0
$1.16 Billion 0.71% of portfolio
15,821
Q3 2025 Added 0.49%
$2.46B
$953 Million 0.58% of portfolio
24,753
Q3 2025 New
$0
$926 Million 0.57% of portfolio
5,304
Q3 2025 Added 0.53%
$0
$837 Million 0.51% of portfolio
9,951
Q3 2025 New
$0
$748 Million 0.46% of portfolio
2,473
Q3 2025 Added 0.28%
$465B
$684 Million 0.42% of portfolio
3,664
Q3 2025 Added 1.22%
$0
$669 Million 0.41% of portfolio
7,322
Q3 2025 Reduced 7.05%
$0
$605 Million 0.37% of portfolio
1,843
Q3 2025 Added 0.33%
$662B
$558 Million 0.34% of portfolio
1,110
Q3 2025 Reduced 0.72%
$306B
$542 Million 0.33% of portfolio
8,177
Q3 2025 Added 0.9%
$140B
$363 Million 0.22% of portfolio
971
Q2 2025 Reduced 11.41%
$0
$344 Million 0.21% of portfolio
20,215
Q3 2025 Added 3.09%
$0
$349 Million 0.21% of portfolio
12,780
Q3 2025 Added 2.53%
$3.78T
$327 Million 0.2% of portfolio
631
Q2 2025 Added 1.61%
$0
$326 Million 0.2% of portfolio
6,937
Q3 2025 Reduced 4.75%
$490B
$295 Million 0.18% of portfolio
2,619
Q3 2025 Reduced 21.73%
$130B
$289 Million 0.18% of portfolio
813
Q3 2025 Reduced 78.98%
$37.9B
$238 Million 0.15% of portfolio
2,895
Q3 2025 Reduced 28.9%
Ishares Bitcoin Trust ETF
-
$202 Million 0.12% of portfolio
-
Q3 2025 New
$838M
$195 Million 0.12% of portfolio
17,994
Q3 2025 Added 0.77%
Peakstone Realty Trust
-
$142 Million 0.09% of portfolio
-
Q3 2025 Reduced 2.9%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $164 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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