StockDriftsStockDriftsTop 50 Retirement Wealth Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.62% | 39.5K | $27.7M | -0.92%(-366) | $533.37(+32.10%) | 2026-09-30 | |
| IVV | ISHARES TR | 12.55% | 31.0K | $23.7M | +2.13%(+646) | $623.98(+23.40%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.96% | 213.4K | $15.1M | -0.48%(-1.03K) | $50.31(+37.86%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.54% | 124.1K | $8.6M | +8.18%(+9.38K) | $54.24(+27.14%) | 2026-09-30 | |
| IVW | ISHARES TR | 4.13% | 55.0K | $7.8M | +9.02%(+4.55K) | $107.35(+30.61%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.4% | 137.1K | $6.4M | +0.63%(+853) | $49.52(-5.03%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.22% | 102.8K | $6.1M | -1.58%(-1.65K) | $45.90(+26.43%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.11% | 77.1K | $5.9M | -0.62%(-479) | $78.05(-1.94%) | 2026-09-30 | |
| IVE | ISHARES TR | 3.05% | 25.3K | $5.8M | +4.07%(+987) | $198.75(+18.32%) | 2026-09-30 | |
| IUSB | ISHARES TR | 2.85% | 122.2K | $5.4M | +23.51%(+23.26K) | $45.91(-3.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.44% |
Retirement Wealth Solutions LLC reports $189.25M in US-listed equity holdings across 907 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.6%), IVV (12.6%) and VEA (8.0%). The top 20 holdings account for 76.19% of reported assets. Its disclosed equity book has returned +24.77% cumulatively over 7 quarters. 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 Wealth Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044741). View Retirement Wealth Solutions LLC’s 13F filings on SEC