StockDriftsStockDriftsTop 50 Golden Reserve Retirement LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 23.92% | 410.5K | $151.9M | +3.32%(+13.19K) | $296.11(+29.02%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 22.65% | 4.25M | $143.8M | +4.64%(+188.31K) | $27.86(+28.42%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 12.65% | 109.1K | $80.3M | +0.86%(+933) | $518.29(+39.08%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 11.68% | 2.34M | $74.2M | +2.26%(+51.66K) | $27.54(+24.49%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 8.69% | 1.53M | $55.2M | +1.72%(+25.75K) | $25.51(+36.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.61% | 35.2K | $10.2M | +166.07%(+22.00K) | $264.65(+15.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.25% | 39.7K | $7.9M | +77.51%(+17.32K) | $182.25(+20.96%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 0.83% | 14.2K | $5.3M | +108.16%(+7.37K) | $428.45(+17.34%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.66% | 17.5K | $4.2M | +83.07%(+7.95K) | $221.35(+24.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.58% | 10.3K | $3.7M | +90.78%(+4.90K) | $288.16(+21.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.78% |
Golden Reserve Retirement LLC reports $634.93M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are VTI (23.9%), SCHG (22.6%) and QQQ (12.7%). The top 20 holdings account for 88.47% of reported assets. Its disclosed equity book has returned +35.72% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Golden Reserve Retirement LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066488). View Golden Reserve Retirement LLC’s 13F filings on SEC