Retireful, LLC Portfolio Holdings

Retireful, LLC

  • $137 Million
  • Q2 2025

Retireful, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $4.84M, Goldman Sachs Access Treasury with a value of $4.51M, Fidelity Merrimack Str Tr Corp with a value of $3.23M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $2.99M.

Examining the 13F form we can see an increase of $39.1M in the current position value, from $97.5M to 137M.

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

Portfolio value $137 Million
ETFs: $85.5 Million
Technology: $20.7 Million
Industrials: $7.65 Million
Consumer Cyclical: $6.39 Million
Communication Services: $5.63 Million
Financial Services: $3.53 Million
Utilities: $3.16 Million
Healthcare: $2.86 Million
Other: $1.15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$2.18 Million 1.6% of portfolio
7,907
Q2 2025 Added 49.24%
$66.5B
$1.45 Million 1.06% of portfolio
14,709
Q2 2025 Added 156.3%
$87.2B
$1.38 Million 1.01% of portfolio
7,119
Q2 2025 Reduced 28.29%
$1.78T
$1.38 Million 1.01% of portfolio
1,873
Q2 2025 Added 30.07%
$545B
$1.39 Million 1.01% of portfolio
1,035
Q2 2025 Reduced 26.44%
$57.3B
$1.35 Million 0.99% of portfolio
6,886
Q2 2025 Reduced 36.99%
$39.4B
$1.32 Million 0.97% of portfolio
4,211
Q2 2025 New
$1.21T
$1.27 Million 0.93% of portfolio
7,201
Q2 2025 Added 12.92%
$31B
$1.26 Million 0.92% of portfolio
5,759
Q2 2025 Reduced 30.83%
$75.1B
$1.22 Million 0.89% of portfolio
6,569
Q2 2025 Added 166.82%
$111B
$1.11 Million 0.81% of portfolio
3,434
Q2 2025 New
$26.8B
$1.08 Million 0.79% of portfolio
12,276
Q2 2025 Reduced 33.29%
$28.7B
$1.03 Million 0.75% of portfolio
2,495
Q2 2025 Reduced 30.58%
$14.2B
$1.02 Million 0.75% of portfolio
23,011
Q2 2025 Reduced 30.16%
$4.04B
$1.01 Million 0.74% of portfolio
23,619
Q2 2025 Reduced 29.78%
$17.8B
$1 Million 0.73% of portfolio
17,379
Q2 2025 Reduced 11.64%
$25.1B
$961,000 0.7% of portfolio
4,412
Q2 2025 Reduced 36.93%
$32.2B
$929,000 0.68% of portfolio
11,679
Q2 2025 Reduced 8.19%
$15.5B
$927,000 0.68% of portfolio
5,489
Q2 2025 Reduced 25.43%
$29.8B
$875,000 0.64% of portfolio
2,334
Q2 2025 Reduced 36.58%
$456B
$880,000 0.64% of portfolio
5,571
Q2 2025 Added 159.36%
$19.5B
$860,000 0.63% of portfolio
2,923
Q2 2025 Reduced 12.35%
$139B
$856,000 0.63% of portfolio
6,947
Q2 2025 New
$66.3B
$840,000 0.62% of portfolio
10,854
Q2 2025 Reduced 0.69%
$13.8B
$805,000 0.59% of portfolio
4,932
Q2 2025 Reduced 29.31%
$30.9B
$802,000 0.59% of portfolio
4,757
Q2 2025 Reduced 30.4%
$22B
$783,000 0.57% of portfolio
4,349
Q2 2025 Reduced 30.66%
$9.89B
$773,000 0.57% of portfolio
1,887
Q2 2025 New
$20.3B
$759,000 0.56% of portfolio
1,364
Q2 2025 Reduced 22.68%
$53.7B
$761,000 0.56% of portfolio
42,002
Q2 2025 Reduced 34.23%
$13.7B
$749,000 0.55% of portfolio
9,624
Q2 2025 Reduced 28.76%
$54.9B
$732,000 0.54% of portfolio
885
Q2 2025 New
$19.3B
$734,000 0.54% of portfolio
1,503
Q2 2025 New
$25.7B
$729,000 0.53% of portfolio
1,360
Q2 2025 New
$2.26T
$707,000 0.52% of portfolio
3,226
Q2 2025 Added 148.15%
$102B
$697,000 0.51% of portfolio
3,804
Q2 2025 Added 26.84%
$36.8B
$676,000 0.5% of portfolio
4,212
Q2 2025 New
$23.6B
$664,000 0.49% of portfolio
2,799
Q2 2025 Reduced 29.81%
$3.95T
$573,000 0.42% of portfolio
1,153
Q2 2025 New
$51.7B
$505,000 0.37% of portfolio
2,014
Q2 2025 Added 25.95%
$17.1B
$425,000 0.31% of portfolio
1,296
Q2 2025 Reduced 11.48%
$145B
$404,000 0.3% of portfolio
1,134
Q2 2025 New
$351B
$398,000 0.29% of portfolio
2,145
Q2 2025 Added 14.4%
$608B
$397,000 0.29% of portfolio
510
Q2 2025 Added 13.84%
$9.19B
$370,000 0.27% of portfolio
1,243
Q2 2025 Reduced 11.53%
$28.2B
$344,000 0.25% of portfolio
176
Q2 2025 New
$1.27T
$322,000 0.24% of portfolio
1,422
Q2 2025 New
$201B
$332,000 0.24% of portfolio
422
Q2 2025 New
$56B
$323,000 0.24% of portfolio
856
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $137 Million
  • Prior Value $97.5 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 88 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Retireful, LLC Portfolio

Follow Retireful, 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 Retireful, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retireful, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email