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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 9 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OPLN OPENLANE INC Consumer Cyclical 106.0 $3K 0.00% -159.0 -60.0% $29.15 +23.4%
162 CTRE CARETRUST REIT INC Real Estate 84.0 $3K 0.00% -29.0 -25.7% $36.65 +13.5%
163 F FORD MTR CO Consumer Cyclical 257.0 $3K 0.00% -63.0 -19.7% $11.53 +32.7%
164 SKYW SKYWEST INC Industrials 31.0 $3K 0.00% -4.0 -11.4% $91.84 -5.5%
165 BLD TOPBUILD COR Industrials 8.0 $3K 0.00% -1.0 -11.1% $351.38 +17.5%
166 BR BROADRIDGE FINL SOLUTIONS IN Technology 17.0 $3K 0.00% -28.0 -62.2% $164.18 -10.3%
167 FNF FIDELITY NATL FINL INC Financial Services 57.0 $3K 0.00% -117.0 -67.2% $46.30 +4.6%
168 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 174.0 $3K 0.00% -9.0 -4.9% $15.05 -4.0%
169 ACIW ACI WORLDWIDE INC Technology 63.0 $3K 0.00% -8.0 -11.3% $41.02 +3.0%
170 CCI CROWN CASTLE INC Real Estate 31.0 $3K 0.00% -31.0 -50.0% $81.00 +12.4%
171 VEEV VEEVA SYS INC Healthcare 14.0 $2K 0.00% -78.0 -84.8% $175.71 -9.9%
172 STWD STARWOOD PPTY TR INC Real Estate 134.0 $2K 0.00% -12.0 -8.2% $17.20 +0.9%
173 AN AUTONATION INC Consumer Cyclical 11.0 $2K 0.00% -1.0 -8.3% $195.27 -2.4%
174 WINA WINMARK CORP Consumer Cyclical 5.0 $2K 0.00% -8.0 -61.5% $427.60 -12.9%
175 OHI OMEGA HEALTHCARE INVS INC Real Estate 48.0 $2K 0.00% -4.0 -7.7% $43.83 +10.4%
176 PCAR PACCAR INC Industrials 18.0 $2K 0.00% -18.0 -50.0% $115.50 -4.1%
177 HLI HOULIHAN LOKEY INC Financial Services 13.0 $2K 0.00% -13.0 -50.0% $146.00 +3.0%
178 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 20.0 $2K 0.00% -8.0 -28.6% $93.90 +133.4%
179 UPS UNITED PARCEL SVCS INC Industrials 19.0 $2K 0.00% -10.0 -34.5% $98.42 +3.9%
180 SE SEA LTD Consumer Cyclical 22.0 $2K 0.00% -23.0 -51.1% $82.82 +7.8%
Page 9 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%