Retirement Wealth Solutions LLC - Portfolio Stock Holdings

Retirement Wealth Solutions LLC disclosed 921 stock positions in a recent SEC 13F filing. $189,248,236 of stock holdings were filed, with the largest holdings including VOO, IVV, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $226,991,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.