Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 760 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.9B, Vanguard Ftse Developed Market with a value of $15.4B, Ishares Core S&P 500 ETF with a value of $13.8B, Vanguard Ftse Emerging Mkts Et with a value of $6.49B, and Blackrock ETF Tr U S Equity Fa with a value of $6.25B.

Examining the 13F form we can see an increase of $6.08B in the current position value, from $152B to 158B. Also it can be appreciated an additional of 47 stocks purchases and 2 closed positions.

Retirement Wealth Solutions LLC is based out at Marshfield, WI

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