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
$113B
$2.18 Million 1.6% of portfolio
7,907
Q2 2025 Added 49.24%
$60.5B
$1.45 Million 1.06% of portfolio
14,709
Q2 2025 Added 156.3%
$78.7B
$1.38 Million 1.01% of portfolio
7,119
Q2 2025 Reduced 28.29%
$1.58T
$1.38 Million 1.01% of portfolio
1,873
Q2 2025 Added 30.07%
$530B
$1.39 Million 1.01% of portfolio
1,035
Q2 2025 Reduced 26.44%
$53.9B
$1.35 Million 0.99% of portfolio
6,886
Q2 2025 Reduced 36.99%
$40.9B
$1.32 Million 0.97% of portfolio
4,211
Q2 2025 New
$1.14T
$1.27 Million 0.93% of portfolio
7,201
Q2 2025 Added 12.92%
$29.7B
$1.26 Million 0.92% of portfolio
5,759
Q2 2025 Reduced 30.83%
$76.2B
$1.22 Million 0.89% of portfolio
6,569
Q2 2025 Added 166.82%
$104B
$1.11 Million 0.81% of portfolio
3,434
Q2 2025 New
$25.7B
$1.08 Million 0.79% of portfolio
12,276
Q2 2025 Reduced 33.29%
$26.6B
$1.03 Million 0.75% of portfolio
2,495
Q2 2025 Reduced 30.58%
$15.4B
$1.02 Million 0.75% of portfolio
23,011
Q2 2025 Reduced 30.16%
$4.25B
$1.01 Million 0.74% of portfolio
23,619
Q2 2025 Reduced 29.78%
$16.7B
$1 Million 0.73% of portfolio
17,379
Q2 2025 Reduced 11.64%
$25.6B
$961,000 0.7% of portfolio
4,412
Q2 2025 Reduced 36.93%
$29.7B
$929,000 0.68% of portfolio
11,679
Q2 2025 Reduced 8.19%
$13.6B
$927,000 0.68% of portfolio
5,489
Q2 2025 Reduced 25.43%
$29.9B
$875,000 0.64% of portfolio
2,334
Q2 2025 Reduced 36.58%
$416B
$880,000 0.64% of portfolio
5,571
Q2 2025 Added 159.36%
$17.8B
$860,000 0.63% of portfolio
2,923
Q2 2025 Reduced 12.35%
$119B
$856,000 0.63% of portfolio
6,947
Q2 2025 New
$61.4B
$840,000 0.62% of portfolio
10,854
Q2 2025 Reduced 0.69%
$11.9B
$805,000 0.59% of portfolio
4,932
Q2 2025 Reduced 29.31%
$28.8B
$802,000 0.59% of portfolio
4,757
Q2 2025 Reduced 30.4%
$26.5B
$783,000 0.57% of portfolio
4,349
Q2 2025 Reduced 30.66%
$10.9B
$773,000 0.57% of portfolio
1,887
Q2 2025 New
$26.4B
$759,000 0.56% of portfolio
1,364
Q2 2025 Reduced 22.68%
$53.5B
$761,000 0.56% of portfolio
42,002
Q2 2025 Reduced 34.23%
$16.3B
$749,000 0.55% of portfolio
9,624
Q2 2025 Reduced 28.76%
$51.2B
$732,000 0.54% of portfolio
885
Q2 2025 New
$18.2B
$734,000 0.54% of portfolio
1,503
Q2 2025 New
$19B
$729,000 0.53% of portfolio
1,360
Q2 2025 New
$2.32T
$707,000 0.52% of portfolio
3,226
Q2 2025 Added 148.15%
$101B
$697,000 0.51% of portfolio
3,804
Q2 2025 Added 26.84%
$36.2B
$676,000 0.5% of portfolio
4,212
Q2 2025 New
$27.4B
$664,000 0.49% of portfolio
2,799
Q2 2025 Reduced 29.81%
$3.77T
$573,000 0.42% of portfolio
1,153
Q2 2025 New
$50.6B
$505,000 0.37% of portfolio
2,014
Q2 2025 Added 25.95%
$17.2B
$425,000 0.31% of portfolio
1,296
Q2 2025 Reduced 11.48%
$148B
$404,000 0.3% of portfolio
1,134
Q2 2025 New
$331B
$398,000 0.29% of portfolio
2,145
Q2 2025 Added 14.4%
$738B
$397,000 0.29% of portfolio
510
Q2 2025 Added 13.84%
$10.5B
$370,000 0.27% of portfolio
1,243
Q2 2025 Reduced 11.53%
$32B
$344,000 0.25% of portfolio
176
Q2 2025 New
$1.22T
$322,000 0.24% of portfolio
1,422
Q2 2025 New
$216B
$332,000 0.24% of portfolio
422
Q2 2025 New
$56.5B
$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
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