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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $159M AUM 822 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 324 Added 272 Reduced 42 Exited
Page 3 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVS NOVARTIS AG Healthcare 256.0 $39K 0.03% -21.0 -7.6% $152.75 -0.5%
42 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 423.0 $39K 0.03% -207.0 -32.9% $92.31 -0.6%
43 PEP PEPSICO INC Consumer Defensive 247.0 $38K 0.02% -240.0 -49.3% $155.57 -3.2%
44 UNH UNITEDHEALTH GROUP INC Healthcare 122.0 $33K 0.02% -8.0 -6.2% $271.16 +43.3%
45 AMD ADVANCED MICRO DEVICES INC Technology 149.0 $30K 0.02% -9.0 -5.7% $203.44 +129.8%
46 HSBC HSBC HLDGS PLC Financial Services 367.0 $30K 0.02% -52.0 -12.4% $82.49 +11.6%
47 SO SOUTHERN CO Utilities 297.0 $29K 0.02% -2.0 -0.7% $96.55 -2.1%
48 MLM MARTIN MARIETTA MATLS INC Basic Materials 46.0 $27K 0.02% -7.0 -13.2% $594.52 -9.8%
49 BTI BRITISH AMERN TOB PLC Consumer Defensive 467.0 $27K 0.02% -104.0 -18.2% $58.45 +11.8%
50 KMI KINDER MORGAN INC DEL Energy 809.0 $27K 0.02% -69.0 -7.9% $33.54 +0.7%
51 ASX ASE TECHNOLOGY HLDG CO LTD Technology 1,234.0 $27K 0.02% -296.0 -19.4% $21.68 +60.6%
52 T AT&T INC Communication Services 898.0 $26K 0.02% -21.0 -2.3% $29.01 -12.9%
53 INTU INTUIT Technology 57.0 $25K 0.02% -33.0 -36.7% $434.72 -26.4%
54 SAN BANCO SANTANDER SA Financial Services 2,162.0 $24K 0.01% -14.0 -0.6% $11.28 +6.7%
55 BWXT BWX TECHNOLOGIES INC Industrials 117.0 $24K 0.01% -97.0 -45.3% $204.94 -1.0%
56 BLACKROCK ETF TRUST II 458.0 $22K 0.01% -4K -89.5% $47.98
57 SXI STANDEX INTL CORP Industrials 86.0 $22K 0.01% -2.0 -2.3% $253.60 +0.9%
58 EHC ENCOMPASS HEALTH CORP Healthcare 223.0 $22K 0.01% -22.0 -9.0% $96.54 +8.7%
59 MET METLIFE INC Financial Services 304.0 $21K 0.01% -95.0 -23.8% $70.64 +19.0%
60 LFUS LITTELFUSE INC Technology 61.0 $21K 0.01% -5.0 -7.6% $340.61 +35.2%
Page 3 of 14  ·  272 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 36.9%
Financial Services 15.3%
Consumer Cyclical 11.8%
Healthcare 8.4%
Industrials 7.8%
Communication Services 6.0%
Consumer Defensive 5.7%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.7%