Retirement Wealth Solutions LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 831 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.3B, Vanguard Ftse Developed Market with a value of $15B, Ishares Core S&P 500 ETF with a value of $12.7B, Vanguard Ftse Emerging Mkts Et with a value of $6.52B, and Vanguard Total International B with a value of $6.16B.
Examining the 13F form we can see an increase of $15.2B in the current position value, from $137B to 152B.
Also it can be appreciated an additional of 438 stocks purchases and 9 closed positions.
Retirement Wealth Solutions LLC is based out at Marshfield, WI
Below you can find more details about Retirement Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$152 Billion
ETFs: $135 Billion
Technology: $4.27 Billion
Financial Services: $2.26 Billion
Consumer Cyclical: $1.22 Billion
Healthcare: $1.12 Billion
Industrials: $698 Million
Consumer Defensive: $602 Million
Communication Services: $576 Million
Other: $606 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
