Retirement Capital Strategies Portfolio Holdings

Retirement Capital Strategies

  • $250 Million
  • Q1 2025

Retirement Capital Strategies has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $250 Million distributed in 77 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 $38.5M, Ishares Msci Acwi ETF with a value of $23.8M, Spdr Portfolio S&P 1500 Compos with a value of $11.7M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $11.1M, and Ishares Core U.S. Aggregate Bo with a value of $9.95M.

Examining the 13F form we can see an decrease of $7.31M in the current position value, from $257M to 250M.

Below you can find more details about Retirement Capital Strategies portfolio as well as his latest detailed transactions.

Portfolio value $250 Million
ETFs: $214 Million
Technology: $11.4 Million
Industrials: $6.39 Million
Financial Services: $3.28 Million
Consumer Cyclical: $819,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $250 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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