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RETIREMENT INCOME SOLUTIONS, INC - Portfolio Stock Holdings

RETIREMENT INCOME SOLUTIONS, INC disclosed 195 stock positions in a recent SEC 13F filing. $705,870,550 of stock holdings were filed, with the largest holdings including SPYM, JPST, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,972,359,471 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

195

Est. Stock Holding Value:

$705,870,550

Top Stock Holdings By Sector

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Portfolio Stock Holdings - RETIREMENT INCOME SOLUTIONS, INC

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

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