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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 6 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 150.0 $10K 0.01% -37.0 -19.8% $69.19 -4.8%
102 PATK PATRICK INDS INC Consumer Cyclical 86.0 $10K 0.01% -33.0 -27.7% $111.08 -18.4%
103 LAMR LAMAR ADVERTISING CO Real Estate 74.0 $9K 0.01% -28.0 -27.4% $125.91 +22.2%
104 TECHNIPFMC PLC 132.0 $9K 0.01% -160.0 -54.8% $69.14
105 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 169.0 $9K 0.01% -7.0 -4.0% $51.98 +29.7%
106 COHR COHERENT CORP Technology 35.0 $8K 0.01% -4.0 -10.3% $238.23 +58.8%
107 APP APPLOVIN CORP Technology 20.0 $8K 0.01% -3.0 -13.0% $398.00 +32.2%
108 NEM NEWMONT CORP Basic Materials 73.0 $8K 0.01% -8.0 -9.9% $108.26 +1.8%
109 YOU CLEAR SECURE INC Technology 163.0 $8K 0.01% -223.0 -57.8% $48.41 +27.2%
110 ESAB ESAB CORPORATION Industrials 81.0 $8K 0.01% -1.0 -1.2% $96.67 -3.4%
111 JLL JONES LANG LASALLE INC Real Estate 25.0 $8K 0.01% -2.0 -7.4% $304.32 -3.9%
112 CEG CONSTELLATION ENERGY CORP Utilities 27.0 $8K 0.01% -11.0 -28.9% $279.26 +8.7%
113 NOG NORTHERN OIL & GAS INC Energy 252.0 $7K 0.01% -72.0 -22.2% $29.19 -20.3%
114 UNILEVER PLC 129.0 $7K 0.01% -7.0 -5.2% $56.98
115 HOMB HOME BANCSHARES INC Financial Services 270.0 $7K 0.01% -161.0 -37.4% $26.92 -1.1%
116 PRU PRUDENTIAL FINL INC Financial Services 74.0 $7K 0.01% -211.0 -74.0% $97.55 +5.3%
117 DDOG DATADOG INC Technology 60.0 $7K 0.00% -26.0 -30.2% $118.05 +90.9%
118 LKFN LAKELAND FINL CORP Financial Services 123.0 $7K 0.00% -87.0 -41.4% $57.48 +4.8%
119 LAD LITHIA MTRS INC Consumer Cyclical 27.0 $7K 0.00% -3.0 -10.0% $249.74 +12.5%
120 TTEK TETRA TECH INC NEW Industrials 216.0 $7K 0.00% -116.0 -34.9% $30.13 -6.9%
Page 6 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%