StockDriftsStockDriftsTop 41 Retiremitten Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDRA Portfolio S&P 500 ETF | 19.96% | 538.6K | $47.3M | -2.88%(-15.97K) | $78.38(+16.15%) | 2026-06-30 | |
| SPYG | SPDRA Portfolio S&P 500 Growth ETF | 14.61% | 291.1K | $34.6M | +4.05%(+11.34K) | $102.47(+19.82%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield ETF | 13.69% | 205.5K | $32.5M | +7.46%(+14.26K) | $146.18(+13.94%) | 2026-06-30 | |
| SPAB | SPDRA Portfolio Aggregate Bond ETF | 13.48% | 1.25M | $32.0M | +9.66%(+110.31K) | $25.67(-2.15%) | 2026-06-30 | |
| SPDW | SPDRA Portfolio Developed Wld ex-US ETF | 8.28% | 389.8K | $19.6M | +33.37%(+97.53K) | $45.60(+13.45%) | 2026-06-30 | |
| SPHY | SPDR Portfolio High Yield Bond ETF | 6.35% | 642.2K | $15.1M | +10.33%(+60.13K) | $23.47(-0.84%) | 2026-06-30 | |
| ILTB | iShares Core 10 Year USD Bond ETF | 5.83% | 280.7K | $13.8M | +10.73%(+27.18K) | $49.31(-4.48%) | 2026-06-30 | |
| SPMD | SPDRA Portfolio S&P 400 Mid Cap ETF | 4.11% | 144.2K | $9.7M | +5.52%(+7.54K) | $58.77(+16.16%) | 2026-06-30 | |
| BSV | Vanguard Short-Term Bond ETF | 3.41% | 103.7K | $8.1M | +10.16%(+9.57K) | $78.57(-1.34%) | 2026-06-30 | |
| SPSM | SPDRA Portfolio S&P 600 Sm Cap ETF | 2.1% | 86.3K | $5.0M | +1.27%(+1.08K) | $47.65(+21.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.64% |
Retiremitten Financial LLC reports $237.10M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (20.0%), SPYG (14.6%) and VYM (13.7%). The top 20 holdings account for 97.66% of reported assets. Its disclosed equity book has returned +9.59% cumulatively over 1 quarter. 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 Retiremitten Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2127635). View Retiremitten Financial LLC’s 13F filings on SEC