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Golden Reserve Retirement LLC - Portfolio Stock Holdings

Golden Reserve Retirement LLC disclosed 130 stock positions in a recent SEC 13F filing. $633,446,996 of stock holdings were filed, with the largest holdings including VTI, SCHG, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $544,286,481 and has 45 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

130

Est. Stock Holding Value:

$633,446,996

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Golden Reserve Retirement LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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