StockDriftsStockDriftsTop 50 Retirement Income Solutions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 24.38% | 1.85M | $141.6M | -0.51%(-9.56K) | $64.92(+40.56%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.8% | 69.7K | $45.3M | -0.15%(-102) | $272.66(+184.37%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 7.28% | 714.5K | $42.3M | -0.38%(-2.72K) | $50.95(+35.02%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.26% | 718.7K | $36.4M | -0.10%(-719) | $50.65(-0.29%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.17% | 54.9K | $35.8M | -0.36%(-200) | $404.27(+92.68%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 6.01% | 346.9K | $34.9M | -0.13%(-457) | $100.57(+0.09%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.1% | 42.2K | $18.0M | -74.86%(-125.73K) | $41.70(+195.87%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.69% | 231.0K | $15.6M | -1.47%(-3.44K) | $51.94(+51.22%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 2.07% | 129.8K | $12.0M | +0.00%(+0) | $34.51(+152.56%) | 2026-06-30 | |
| SPYX | SPDR SERIES TRUST | 1.5% | 164.7K | $8.7M | -2.79%(-4.73K) | $31.87(+99.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.54% | +58.29% | +9.66% | +58.61% |
| Top 20 Holdings Unweighted | +17.07% | +60.46% | +9.30% | +55.97% |
Retirement Income Solutions INC reports $580.84M in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (24.4%), SPY (7.8%) and SPMD (7.3%). The top 20 holdings account for 78.49% of reported assets. Its disclosed equity book has returned +58.29% 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 Income Solutions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730386). View Retirement Income Solutions INC’s 13F filings on SEC