Retirement Wealth Solutions LLC Purchases in Q3 2025

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.4K
+ 30.45%
$54.35 - $59.32 $1.27M - $1.39M
100K $5.93B
OEF
Ishares S&P 100 ETF

ETFs
4.65K
+ 73.62%
N/A
11K $3.65B
IEMG
Ishares Inc

ETFs
18.8K
+ 49.13%
N/A
57.1K $3.77B
IVV
Ishares Core S&P 500 ETF

ETFs
640
+ 3.48%
$620.67 - $670.08 $397K - $429K
19K $12.7B
Blackrock ETF Trust
34.3K
+ 204.25%
N/A
51.1K $1.75B
ITA
Ishares Tr

ETFs
5.5K
New
$184.73 - $209.26 $1.02M - $1.15M
5.5K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.08K
+ 880.08%
$459.11 - $506.91 $954K - $1.05M
2.31K $1.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.32K
+ 12.07%
$108.97 - $121.65 $471K - $526K
40.1K $4.84B
IVE
Ishares S&P 500 Value ETF

ETFs
2.83K
+ 17.86%
$194.44 - $206.51 $551K - $585K
18.7K $3.86B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.06K
+ 51.12%
$98.52 - $103.93 $597K - $630K
17.9K $1.85B
Blackrock ETF Trust
7.56K
+ 14.09%
N/A
61.2K $2.32B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.6K
New
$37.14 - $37.85 $356K - $363K
9.6K $363M
VXF
Vanguard Extended Market ETF

ETFs
16
+ 0.09%
$193.58 - $213.07 $3.1K - $3.41K
17.4K $3.64B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
575
+ 17.46%
$236.25 - $257.69 $136K - $148K
3.87K $992M
AAPL
Apple Inc.

Technology
91
+ 4.13%
$202.38 - $256.87 $18.4K - $23.4K
2.29K $584M
TSLA
Tesla, Inc.

Consumer Cyclical
216
New
$293.94 - $444.72 $63.5K - $96.1K
216 $96.1M
MBB
Ishares Tr

ETFs
817
+ 10.57%
$92.46 - $95.73 $75.5K - $78.2K
8.54K $813M
DFIV
Dimensional ETF Tr

ETFs
1.85K
New
$42.66 - $46.53 $78.9K - $86K
1.85K $85.3M
VB
Vanguard Small Cap ETF

ETFs
306
+ 527.59%
$237.58 - $259.17 $72.7K - $79.3K
364 $92.4M
GOOGL
Alphabet Inc.

Communication Services
272
+ 266.67%
$174.36 - $254.72 $47.4K - $69.3K
374 $91M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.24K
New
$53.36 - $59.69 $66K - $73.8K
1.24K $72M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.45%
$303.93 - $329.86 $10.6K - $11.5K
2.46K $806M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
342
+ 1.01%
$67.48 - $71.55 $23.1K - $24.5K
34.1K $2.41B
Blackrock ETF Trust Ii
1.21K
+ 11.7%
N/A
11.5K $614M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.34K
New
$41.91 - $44.87 $56.3K - $60.3K
1.34K $60M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.06%
$62.09 - $66.51 $683 - $732
17.1K $1.11B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
527
+ 0.77%
$78.11 - $79.07 $41.2K - $41.7K
68.7K $5.42B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
479
+ 0.9%
$45.72 - $47.27 $21.9K - $22.6K
53.6K $2.52B
MSFT
Microsoft Corp

Technology
2
+ 0.08%
$491.09 - $535.64 $982 - $1.07K
2.63K $1.36B
DFAE
Dimensional ETF Tr

ETFs
1.67K
New
$28.84 - $31.84 $48.1K - $53.1K
1.67K $52.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
921
+ 7.63%
$50.85 - $51.35 $46.8K - $47.3K
13K $666M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
260
+ 0.84%
$76.16 - $78.59 $19.8K - $20.4K
31.3K $2.44B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
99
+ 1.39%
$68.24 - $73.73 $6.76K - $7.3K
7.2K $529M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
115
New
$284.45 - $324.95 $32.7K - $37.4K
115 $36.8M
VO
Vanguard Mid Cap ETF

ETFs
105
+ 52.24%
$279.83 - $293.74 $29.4K - $30.8K
306 $89.9M
GOOG
Alphabet Inc.

Communication Services
116
+ 145.0%
$175.16 - $255.24 $20.3K - $29.6K
196 $47.6M
HSBC
Hsbc Holdings PLC

Financial Services
447
New
$60.27 - $70.98 $26.9K - $31.7K
447 $31.7M
PLTR
Palantir Technologies Inc.

Technology
172
New
$130.68 - $186.97 $22.5K - $32.2K
172 $31.4M
URI
United Rentals, Inc.

Industrials
5
+ 4.17%
$774.14 - $975.23 $3.87K - $4.88K
125 $119M
NFLX
Netflix Inc

Communication Services
23
New
$1147.87 - $1297.18 $26.4K - $29.8K
23 $27.6M
BNDX
Vanguard Total International B

ETFs
644
+ 0.52%
$49.0 - $49.51 $31.6K - $31.9K
125K $6.16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19
+ 0.08%
$97.75 - $100.75 $1.86K - $1.91K
22.4K $2.25B
SAN
Banco Santander, S.A.

Financial Services
2.2K
New
$8.27 - $10.48 $18.2K - $23.1K
2.2K $23.1M
ASML
Asml Holding Nv

Technology
21
+ 525.0%
$689.63 - $968.09 $14.5K - $20.3K
25 $24.2M
EMB
Ishares Tr

ETFs
171
+ 10.04%
$91.52 - $95.59 $15.6K - $16.3K
1.87K $178M
APP
App Lovin Corp

Technology
26
New
$335.1 - $718.54 $8.71K - $18.7K
26 $18.7M
Zacks Trust
727
New
N/A
727 $18.3M
SAP
Sap Se

Technology
69
+ 246.43%
$252.42 - $311.93 $17.4K - $21.5K
97 $25.9M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.19%
$155.17 - $185.42 $155 - $185
516 $95.7M
Activity Summary
Buys All Purchases 548 New Holdings 438 Increased Positions 110 Sells All Sells 183 Reductions 174 Sold out 9 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

Follow Retirement Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email