RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK: 0001962532SEC EDGAR →
Portfolio Value
$341.6B
Holdings
47
As of
Q4 2025
New Positions
47
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 333,192 | $37.2B | 10.90% |
| 2 | AMERICAN CENTY ETF TR | 369,883 | $21.7B | 6.36% |
| 3 | AMERICAN CENTY ETF TR | 213,024 | $21.7B | 6.36% |
| 4 | SPDR SERIES TRUST | 269,851 | $21.6B | 6.34% |
| 5 | SPDR SERIES TRUST | 371,967 | $21.5B | 6.31% |
| 6 | VANGUARD SCOTTSDALE FDS | 315,441 | $17.6B | 5.15% |
| 7 | INVESCO EXCH TRADED FD TR II | 69,361 | $17.5B | 5.14% |
| 8 | ISHARES TR | 180,524 | $17.4B | 5.08% |
| 9 | SPDR DOW JONES INDL AVERAGE | 35,418 | $17.0B | 4.98% |
| 10 | INVESCO EXCH TRADED FD TR II | 443,924 | $16.4B | 4.79% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (47)
$37.2B · 333K shares
$21.7B · 370K shares
$21.7B · 213K shares
$21.6B · 270K shares
$21.5B · 372K shares
$17.6B · 315K shares
$17.5B · 69K shares
$17.4B · 181K shares
$17.0B · 35K shares
$16.4B · 444K shares
$15.7B · 293K shares
$13.4B · 487K shares
$11.6B · 46K shares
$11.2B · 58K shares
$11.0B · 143K shares
$9.3B · 183K shares
$5.8B · 55K shares
$5.8B · 51K shares
$5.8B · 99K shares
$5.8B · 82K shares
$5.7B · 101K shares
$4.4B · 103K shares
$4.4B · 81K shares
$4.4B · 67K shares
$2.1B · 3K shares
$1.5B · 17K shares
$1.3B · 16K shares
$1.3B · 30K shares
$1.2B · 16K shares
$1.1B · 28K shares
$950.0M · 5K shares
$766.0M · 2K shares
$754.0M · 50K shares
$750.0M · 27K shares
$744.0M · 16K shares
$733.0M · 26K shares
$621.0M · 2K shares
$588.0M · 3K shares
$440.0M · 2K shares
$436.0M · 6K shares
$423.0M · 2K shares
$377.0M · 7K shares
$339.0M · 17K shares
$325.0M · 7K shares
$261.0M · 582 shares
$231.0M · 4K shares
$222.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $338.4B | 99.1% |
| Technology | 4 | $2.9B | 0.8% |
| Consumer Cyclical | 1 | $261.0M | 0.1% |