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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.14T
$1.27 Million 0.93% of portfolio
7,201
Q2 2025 Added 12.92%
$416B
$880,000 0.64% of portfolio
5,571
Q2 2025 Added 159.36%
$2.32T
$707,000 0.52% of portfolio
3,226
Q2 2025 Added 148.15%
$3.77T
$573,000 0.42% of portfolio
1,153
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%
$1.22T
$322,000 0.24% of portfolio
1,422
Q2 2025 New
$216B
$332,000 0.24% of portfolio
422
Q2 2025 New
$855B
$323,000 0.24% of portfolio
1,115
Q2 2025 Reduced 12.75%
$290B
$312,000 0.23% of portfolio
1,312
Q2 2025 Reduced 11.53%
$221B
$291,000 0.21% of portfolio
2,351
Q2 2025 New
$280B
$278,000 0.2% of portfolio
4,011
Q2 2025 New
$3.45T
$268,000 0.2% of portfolio
1,307
Q2 2025 New
$227B
$226,000 0.17% of portfolio
709
Q2 2025 New
$642B
$234,000 0.17% of portfolio
1,071
Q2 2025 New
$280B
$209,000 0.15% of portfolio
261
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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