StockDriftsStockDriftsTop 50 Retirement Capital Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 11.87% | 217.8K | $34.2M | -0.07%(-157) | $121.50(+32.26%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 11.16% | 86.9K | $32.1M | -0.79%(-693) | $288.70(+32.79%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.88% | 258.5K | $19.8M | +1.25%(+3.20K) | $76.77(-1.61%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.77% | 197.0K | $19.5M | +1.66%(+3.22K) | $98.98(-1.59%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.66% | 23.7K | $16.3M | +0.15%(+35) | $442.39(+61.10%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 4.18% | 132.5K | $12.0M | -0.44%(-579) | $71.19(+32.44%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.97% | 226.3K | $11.4M | +1.61%(+3.59K) | $50.58(-0.15%) | 2026-06-30 | |
| EFIV | SPDR SERIES TRUST | 3.97% | 156.8K | $11.4M | -0.22%(-348) | $50.14(+51.70%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.52% | 219.9K | $10.1M | +2.92%(+6.24K) | $45.59(-0.29%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.15% | 123.7K | $9.1M | -0.92%(-1.15K) | $73.50(-1.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.91% | +2.22% | +11.60% |
| Top 20 Holdings Unweighted | +8.57% | +27.97% | +1.47% | +7.57% |
Retirement Capital Strategies reports $287.97M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are VT (11.9%), VTI (11.2%) and BIV (6.9%). The top 20 holdings account for 81.25% of reported assets. Its disclosed equity book has returned +31.91% on a three-year cumulative basis. 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 Retirement Capital Strategies’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1672681). View Retirement Capital Strategies’s 13F filings on SEC