Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.3 Billion 16.65% of portfolio
41,373
Q3 2025 Reduced 1.61%
$0
$15 Billion 9.85% of portfolio
250,189
Q3 2025 Reduced 2.22%
$0
$12.7 Billion 8.37% of portfolio
19,033
Q3 2025 Added 3.48%
$0
$6.52 Billion 4.28% of portfolio
120,273
Q3 2025 Reduced 1.91%
$0
$6.16 Billion 4.05% of portfolio
124,546
Q3 2025 Added 0.52%
$0
$5.93 Billion 3.9% of portfolio
100,187
Q3 2025 Added 30.45%
$0
$5.42 Billion 3.56% of portfolio
68,706
Q3 2025 Added 0.77%
$0
$4.84 Billion 3.18% of portfolio
40,098
Q3 2025 Added 12.07%
$0
$4.22 Billion 2.77% of portfolio
62,248
Q3 2025 Reduced 3.42%
$0
$3.89 Billion 2.56% of portfolio
20,002
Q3 2025 Reduced 1.76%
$0
$3.86 Billion 2.54% of portfolio
18,698
Q3 2025 Added 17.86%
$0
$3.77 Billion 2.48% of portfolio
57,142
Q3 2025 Added 49.13%
$0
$3.65 Billion 2.4% of portfolio
10,971
Q3 2025 Added 73.62%
$0
$3.64 Billion 2.39% of portfolio
17,375
Q3 2025 Added 0.09%
$0
$3.05 Billion 2.0% of portfolio
65,262
Q3 2025 Reduced 10.81%
$0
$2.52 Billion 1.66% of portfolio
53,631
Q3 2025 Added 0.9%
$0
$2.41 Billion 1.59% of portfolio
34,076
Q3 2025 Added 1.01%
Blackrock ETF Trust
-
$2.32 Billion 1.52% of portfolio
-
Q3 2025 Added 14.09%
$0
$2.25 Billion 1.48% of portfolio
22,417
Q3 2025 Added 0.08%
$0
$1.85 Billion 1.21% of portfolio
17,917
Q3 2025 Added 51.12%
$0
$1.77 Billion 1.17% of portfolio
16,656
Q3 2025 Reduced 21.19%
Blackrock ETF Trust
-
$1.75 Billion 1.15% of portfolio
-
Q3 2025 Added 204.25%
$3.91T
$1.36 Billion 0.89% of portfolio
2,629
Q3 2025 Added 0.08%
$0
$1.35 Billion 0.89% of portfolio
15,491
Q3 2025 Reduced 1.23%
$0
$1.15 Billion 0.76% of portfolio
5,503
Q3 2025 New
$654B
$1.16 Billion 0.76% of portfolio
2,313
Q3 2025 Added 880.08%
$0
$1.13 Billion 0.75% of portfolio
9,965
Q3 2025 Reduced 44.09%
$0
$1.11 Billion 0.73% of portfolio
17,080
Q3 2025 Added 0.06%
$63.6B
$1 Billion 0.66% of portfolio
13,794
Q3 2025 Added 74.32%
$0
$992 Million 0.65% of portfolio
3,869
Q3 2025 Added 17.46%
$0
$969 Million 0.64% of portfolio
4,947
Q3 2025 Reduced 49.31%
$0
$806 Million 0.53% of portfolio
2,457
Q3 2025 Added 1.45%
$0
$813 Million 0.53% of portfolio
8,543
Q3 2025 Added 10.57%
$461B
$777 Million 0.51% of portfolio
4,166
Q3 2025 Reduced 0.14%
$0
$666 Million 0.44% of portfolio
12,997
Q3 2025 Added 7.63%
$0
$650 Million 0.43% of portfolio
8,744
Q3 2025 Added 1.36%
Blackrock ETF Trust Ii
-
$614 Million 0.4% of portfolio
-
Q3 2025 Added 11.7%
$4.12T
$584 Million 0.38% of portfolio
2,292
Q3 2025 Added 4.13%
$0
$529 Million 0.35% of portfolio
7,201
Q3 2025 Added 1.39%
$2.26T
$427 Million 0.28% of portfolio
1,945
Q3 2025 Reduced 3.47%
$0
$363 Million 0.24% of portfolio
9,597
Q3 2025 New
Blackrock ETF Trust Ii
-
$344 Million 0.23% of portfolio
-
Q3 2025 Reduced 11.82%
$10.2B
$318 Million 0.21% of portfolio
5,811
Q3 2025 Added 0.5%
$41.7B
$276 Million 0.18% of portfolio
4,183
Q3 2025 Added 0.82%
$0
$279 Million 0.18% of portfolio
4,137
Q3 2025 Reduced 49.96%
$0
$265 Million 0.17% of portfolio
1,093
Q3 2025 Reduced 1.0%
$396B
$206 Million 0.14% of portfolio
509
Q2 2025 Added 0.2%
$766B
$196 Million 0.13% of portfolio
696
Q2 2025 Added 16.39%
$136B
$184 Million 0.12% of portfolio
558
Q3 2025 Reduced 2.62%

Summary

  • Portfolio
  • No. of Stocks 831
  • Current Value $152 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 438 stocks
  • Additional Purchases 110 stocks
  • Sold out of 9 stocks
  • Reduced holdings in 174 stocks
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