Retirement Financial Solutions, LLC Portfolio Holdings by Sector
Retirement Financial Solutions, LLC
- $164 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG SPMD AVUV QQQJ VWO IEF VGLT SCHD 25 stocks |
$141 Million
95.54% of portfolio
|
  16  
|
  9  
|
  10  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
SAIC 1 stocks |
$1.55 Million
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.21 Million
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$683,577
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$604,685
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$557,838
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$542,299
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$363,397
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$326,838
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$295,300
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$238,340
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
FBRT 1 stocks |
$195,417
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|