Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025

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.

Portfolio value $158 Billion
ETFs: $141 Billion
Technology: $4.14 Billion
Financial Services: $2.31 Billion
Healthcare: $1.52 Billion
Consumer Cyclical: $1.16 Billion
Industrials: $709 Million
Communication Services: $580 Million
Consumer Defensive: $566 Million
Other: $592 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$3.61 Million 0.0% of portfolio
183
Q4 2025 Added 11.59%
$34.1B
$7.73 Million 0.0% of portfolio
48
Q3 2025 Added 6.67%
$2.23B
$2.16 Million 0.0% of portfolio
65
Q4 2025 Added 66.67%
$1.81B
$2.66 Million 0.0% of portfolio
62
Q4 2025 Added 16.98%
$132B
$3.25 Million 0.0% of portfolio
14
Q4 2025 Reduced 26.32%
$39.4B
$1.14 Million 0.0% of portfolio
2
Q4 2025 Added 100.0%
$8.65B
$1.93 Million 0.0% of portfolio
18
Q4 2025 Reduced 5.26%
$39.2B
$3.36 Million 0.0% of portfolio
108
Q4 2025 New
$2.69B
$1.69 Million 0.0% of portfolio
21
Q4 2025 Added 10.53%
$25.3B
$4.22 Million 0.0% of portfolio
63
Q4 2025 Added 31.25%
$6.38B
$1.71 Million 0.0% of portfolio
53
Q4 2025 Reduced 1.85%
$5.51B
$2.39 Million 0.0% of portfolio
18
Q4 2025 Added 63.64%
$61.4B
$1.27 Million 0.0% of portfolio
3
Q3 2025 New
$15.6B
$868,000 0.0% of portfolio
5
Q4 2025 Reduced 16.67%
$10.1B
$811,000 0.0% of portfolio
23
Q4 2025 Added 43.75%
$2.87B
$512,000 0.0% of portfolio
8
Q4 2025 Reduced 11.11%
$5.6B
$2.41 Million 0.0% of portfolio
225
Q4 2025 Added 71.76%
$43.5B
$6.04 Million 0.0% of portfolio
44
Q3 2025 Reduced 89.52%
$72.3B
$221,000 0.0% of portfolio
2
Q3 2025 New
$2.82B
$2.02 Million 0.0% of portfolio
48
Q4 2025 Added 11.63%
$16.2B
$3.2 Million 0.0% of portfolio
43
Q4 2025 Added 26.47%
$3.55B
$4.62 Million 0.0% of portfolio
206
Q4 2024 New
$32.7B
$5.51 Million 0.0% of portfolio
34
Q4 2025 Added 3.03%
$13B
$123,000 0.0% of portfolio
10
Q2 2025 Added 11.11%
$3.82B
$1.84 Million 0.0% of portfolio
103
Q4 2025 Added 66.13%
$29.2B
$788,000 0.0% of portfolio
28
Q4 2025 Reduced 28.21%
$3.63B
$1.17 Million 0.0% of portfolio
35
Q4 2025 Added 75.0%
$76.5B
$1.53 Million 0.0% of portfolio
9
Q2 2025 New
$5.89B
$793,000 0.0% of portfolio
11
Q4 2025 Added 22.22%
$59.1B
$2.82 Million 0.0% of portfolio
33
Q4 2025 New
$12.1B
$4.37 Million 0.0% of portfolio
32
Q4 2025 Added 6.67%
$255B
$2.96 Million 0.0% of portfolio
8
Q4 2025 New
$1.17B
$531,000 0.0% of portfolio
28
Q4 2025 Reduced 6.67%
$7.17B
$4.75 Million 0.0% of portfolio
310
Q4 2025 Added 192.45%
$55.3B
$796,000 0.0% of portfolio
2
Q4 2025 Reduced 60.0%
$11.8B
$997,000 0.0% of portfolio
22
Q4 2025 Added 22.22%
$57.9B
$1.04 Million 0.0% of portfolio
5
Q4 2025 Reduced 73.68%
$7.87B
$3.72 Million 0.0% of portfolio
38
Q4 2025 Reduced 2.56%
$10.7B
$1.09 Million 0.0% of portfolio
7
Q4 2025 Added 16.67%
$6.76B
$1.86 Million 0.0% of portfolio
35
Q4 2025 Added 25.0%
$13.5B
$2.97 Million 0.0% of portfolio
21
Q4 2025 Added 16.67%
$5.29B
$2.01 Million 0.0% of portfolio
40
Q4 2025 Reduced 9.09%
$533B
$2.81 Million 0.0% of portfolio
8
Q4 2025 New
$72.7B
$807,000 0.0% of portfolio
5
Q4 2025 Reduced 68.75%
$15.7B
$7.78 Million 0.0% of portfolio
26
Q4 2024 New
$14B
$1.51 Million 0.0% of portfolio
23
Q4 2025 Reduced 30.3%
$46.8B
$1.01 Million 0.0% of portfolio
1
Q3 2025 New
$13.7B
$1.81 Million 0.0% of portfolio
15
Q4 2025 Added 114.29%
$44.1B
$887,000 0.0% of portfolio
12
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 760
  • Current Value $158 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 302 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 191 stocks
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