Retirement Wealth Solutions LLC - Portfolio Stock Holdings
Retirement Wealth Solutions LLC disclosed 839 stock positions in a recent SEC 13F filing. $181,478,346 of stock holdings were filed, with the largest holdings including VOO, IVV, and VEA. This filing represented positions held on June 30, 2026, and was filed today.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.
Report Period:
June 30, 2026No. of Stocks:
839Est. Stock Holding Value:
$181,478,346Top Stock Holdings By Sector
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Portfolio Stock Holdings - Retirement Wealth Solutions LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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