Retirement Financial Solutions, LLC Portfolio Holdings

Retirement Financial Solutions, LLC

  • $161 Billion
  • Q2 2025

Retirement Financial Solutions, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $18.3B, Vanguard Mid Cap ETF with a value of $16B, Vanguard Small Cap Value ETF with a value of $15B, Spdr Portfolio S&P 600 Small C with a value of $14.8B, and Ishares Barclays with a value of $13.4B.

Examining the 13F form we can see an decrease of $4.15B in the current position value, from $165B to 161B.

Retirement Financial Solutions, LLC is based out at Knoxville, TN

Below you can find more details about Retirement Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $155 Billion
Technology: $3.69 Billion
Consumer Defensive: $882 Million
Financial Services: $543 Million
Energy: $361 Million
Industrials: $347 Million
Real Estate: $191 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.45B
$1.76 Billion 1.09% of portfolio
15,635
Q4 2023 Added 7.07%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $161 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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