Golden Reserve Retirement LLC Portfolio Holdings

Golden Reserve Retirement LLC

  • $312 Billion
  • Q2 2025

Golden Reserve Retirement LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $92.3B, Schwab Strategic Tr Us Large C with a value of $91B, Invesco Qqq Trust, Series 1 with a value of $47.3B, Schwab Strategic Tr Us Dividen with a value of $44.2B, and Schwab Strategic Tr Us Small C with a value of $28.9B.

Examining the 13F form we can see an increase of $60.3B in the current position value, from $251B to 312B.

Golden Reserve Retirement LLC is based out at Dublin, OH

Below you can find more details about Golden Reserve Retirement LLC portfolio as well as his latest detailed transactions.

Portfolio value $312 Billion
ETFs: $306 Billion
Technology: $4.5 Billion
Consumer Cyclical: $562 Million
Healthcare: $468 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$562 Million 0.18% of portfolio
2,560
Q2 2025 Added 131.05%
$3.95T
$383 Million 0.12% of portfolio
769
Q2 2025 Reduced 19.9%
$456B
$240 Million 0.08% of portfolio
1,622
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $312 Billion
  • Prior Value $251 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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