Top 50 Retireful LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.65% | 8.6K | $6.6M | +7.67%(+612) | $642.41(+19.31%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 5.1% | 16.8K | $5.9M | new | $324.70(+8.82%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 2.94% | 27.2K | $3.4M | +11.58%(+2.82K) | $82.34(+46.13%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.9% | 6.3K | $3.4M | +15.32%(+831) | $170.50(+167.11%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.77% | 3.0K | $3.2M | +15.09%(+396) | $325.26(+178.21%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.72% | 16.1K | $3.2M | new | $107.77(+72.55%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.59% | 100.3K | $3.0M | new | $28.34(+6.36%) | 2026-09-30 | |
| VHT | VANGUARD WORLD FD | 2.51% | 9.2K | $2.9M | new | $242.95(+34.16%) | 2026-09-30 | |
| XLC | SELECT SECTOR SPDR TR | 2.5% | 26.2K | $2.9M | new | $104.56(+5.29%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.44% | 13.6K | $2.8M | -70.41%(-32.45K) | $182.28(+17.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.71% | +58.99% | โ | โ | +36.89% |
| Top 20 Holdings Unweighted | +17.61% | +62.69% | โ | โ | +46.38% |
Retireful LLC reports $116.11M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.7%), VV (5.1%) and VGT (2.9%). The top 20 holdings account for 53.34% of reported assets. Its disclosed equity book has returned +58.99% on a three-year cumulative basis. Figures reflect the Q3 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 Retireful LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1919176). View Retireful LLCโs 13F filings on SEC