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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 14 of 42  ·  822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PUK PRUDENTIAL PLC Financial Services 246.0 $7K 0.00% +138.0 +127.8% $28.43 +5.7%
262 FIX COMFORT SYS USA INC Industrials 5.0 $7K 0.00% +1.0 +25.0% $1379.00 +36.5%
263 WBD WARNER BROS DISCOVERY INC Communication Services 251.0 $7K 0.00% +70.0 +38.7% $27.46 -0.9%
264 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $7K 0.00% NEW $682.30 -18.8%
265 BP BP PLC Energy 144.0 $7K 0.00% +68.0 +89.5% $47.00 -11.5%
266 CAH CARDINAL HEALTH INC Healthcare 32.0 $7K 0.00% +5.0 +18.5% $211.31 -5.1%
267 LAD LITHIA MTRS INC Consumer Cyclical 27.0 $7K 0.00% -3.0 -10.0% $249.74 +17.2%
268 TJX TJX COS INC NEW Consumer Cyclical 42.0 $7K 0.00% +15.0 +55.6% $159.26 -1.6%
269 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17.0 $7K 0.00% +10.0 +142.9% $391.76 +121.1%
270 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 115.0 $7K 0.00% $56.77 -12.5%
271 TTEK TETRA TECH INC NEW Industrials 216.0 $7K 0.00% -116.0 -34.9% $30.13 -5.8%
272 ISRG INTUITIVE SURGICAL INC Healthcare 14.0 $6K 0.00% NEW $461.00 -9.2%
273 MRVL MARVELL TECHNOLOGY INC Technology 65.0 $6K 0.00% +47.0 +261.1% $99.06 +101.3%
274 FDX FEDEX CORP Industrials 18.0 $6K 0.00% +8.0 +80.0% $356.22 +15.2%
275 RNR RENAISSANCERE HLDGS LTD Financial Services 21.0 $6K 0.00% +3.0 +16.7% $304.29 -4.9%
276 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 40.0 $6K 0.00% +2.0 +5.3% $157.45 -5.3%
277 LSTR LANDSTAR SYS INC Industrials 39.0 $6K 0.00% -5.0 -11.4% $161.41 +24.6%
278 CVNA CARVANA CO Consumer Cyclical 20.0 $6K 0.00% -3.0 -13.0% $314.40 -77.3%
279 CENCORA INC 20.0 $6K 0.00% -2.0 -9.1% $310.60
280 BMY BRISTOL-MYERS SQUIBB CO Healthcare 102.0 $6K 0.00% NEW $60.66 -4.1%
Page 14 of 42  ·  822 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%