StockDriftsStockDriftsTop 50 Retirement Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 10.99% | 363.0K | $46.5M | +2.78%(+9.82K) | $111.10(+16.04%) | 2026-09-30 | |
| AVSC | AMERICAN CENTY ETF TR | 6.55% | 401.0K | $27.7M | +2.33%(+9.12K) | $55.37(+25.06%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.48% | 232.8K | $27.4M | +3.95%(+8.84K) | $97.28(+23.03%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 6.13% | 288.9K | $25.9M | +2.20%(+6.22K) | $61.57(+46.56%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.92% | 266.2K | $25.0M | +7.12%(+17.68K) | $81.68(+9.50%) | 2026-09-30 | |
| QQQJ | INVESCO EXCH TRADED FD TR II | 5.06% | 488.1K | $21.4M | +3.17%(+15.00K) | $34.50(+26.23%) | 2026-09-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 4.67% | 393.6K | $19.7M | +7.24%(+26.58K) | $56.04(-8.89%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.73% | 484.5K | $15.8M | +2.92%(+13.75K) | $27.66(+23.79%) | 2026-09-30 | |
| GRNJ | TIDAL TRUST III | 3.51% | 504.8K | $14.9M | new | $30.44(-11.73%) | 2026-09-30 | |
| MGC | VANGUARD WORLD FD | 3.46% | 51.9K | $14.6M | +2.85%(+1.44K) | $218.03(+29.74%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.64% | +46.74% | — | — | +52.91% |
| Top 20 Holdings Unweighted | +12.12% | +40.96% | — | — | +42.87% |
Retirement Financial Solutions LLC reports $422.99M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.0%), AVSC (6.5%) and AVUV (6.5%). The top 20 holdings account for 86.61% of reported assets. Its disclosed equity book has returned +46.74% 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 Retirement Financial Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962532). View Retirement Financial Solutions LLC’s 13F filings on SEC