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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $158M AUM 760 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 760 New
Page 18 of 38  ·  760 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CTRE CARETRUST REIT INC Real Estate 113.0 $4K 0.00% NEW $36.17 +15.8%
342 TRGP TARGA RES CORP Energy 22.0 $4K 0.00% NEW $184.50 +45.0%
343 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 28.0 $4K 0.00% NEW $143.89 +48.9%
344 ANNALY CAPITAL MANAGEMENT IN 180.0 $4K 0.00% NEW $22.36
345 MAS MASCO CORP Industrials 63.0 $4K 0.00% NEW $63.71 +10.3%
346 SYY SYSCO CORP Consumer Defensive 54.0 $4K 0.00% NEW $73.96 +2.1%
347 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 28.0 $4K 0.00% NEW $141.86 +10.5%
348 PCAR PACCAR INC Industrials 36.0 $4K 0.00% NEW $109.53 +2.9%
349 GATX GATX CORP Industrials 22.0 $4K 0.00% NEW $173.09 -0.9%
350 PKG PACKAGING CORP AMER Consumer Cyclical 18.0 $4K 0.00% NEW $208.67 +4.1%
351 RS RELIANCE INC Basic Materials 13.0 $4K 0.00% NEW $288.92 +31.1%
352 BLD TOPBUILD CORP Industrials 9.0 $4K 0.00% NEW $417.22 +0.0%
353 EXPAND ENERGY CORPORATION 34.0 $4K 0.00% NEW $110.38
354 MPC MARATHON PETE CORP Energy 23.0 $4K 0.00% NEW $162.65 +51.8%
355 FIX COMFORT SYS USA INC Industrials 4.0 $4K 0.00% NEW $933.50 +104.1%
356 HDB HDFC BANK LTD Financial Services 102.0 $4K 0.00% NEW $36.55 -34.6%
357 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 38.0 $4K 0.00% NEW $97.92 +17.4%
358 JHG JANUS HENDERSON GROUP PLC Financial Services 78.0 $4K 0.00% NEW $47.58 +8.8%
359 ZACKS TRUST 123.0 $4K 0.00% NEW $29.80
360 ARW ARROW ELECTRS INC Technology 33.0 $4K 0.00% NEW $110.18 +97.5%
Page 18 of 38  ·  760 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 20.5%
Consumer Cyclical 10.4%
Healthcare 8.3%
Industrials 6.4%
Communication Services 5.2%
Consumer Defensive 5.2%
Energy 1.9%
Basic Materials 1.6%
Utilities 1.2%