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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.89B
$1.55 Billion 0.95% of portfolio
15,635
Q4 2023 Added 7.07%

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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