Retirement Guys Formula LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $209 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $9.03M, Listed Fds Tr Swan Hedged Equi with a value of $7.53M, Service Now, Inc. with a value of $7.52M, Invesco Qqq Trust, Series 1 with a value of $5.43M, and Schwab Strategic Tr Us Large C with a value of $5.21M.
Examining the 13F form we can see an decrease of $60.7M in the current position value, from $270M to 209M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.
Portfolio value
$209 Million
ETFs: $102 Million
Technology: $28.9 Million
Healthcare: $16.4 Million
Consumer Defensive: $16.3 Million
Communication Services: $9.6 Million
Consumer Cyclical: $8.21 Million
Industrials: $7.68 Million
Utilities: $7.46 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
