Retirement Guys Formula LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $270 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $18.8M, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $14.7M, Jp Morgan ETF Tr Ultra Short I with a value of $8.26M, Schwab Strategic Tr Us Large C with a value of $8.08M, and Goldman Sachs Physical Gold ETF with a value of $7.69M.
Examining the 13F form we can see an increase of $17.8M in the current position value, from $252M to 270M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.
Portfolio value
$270 Million
ETFs: $161 Million
Technology: $23 Million
Healthcare: $18.2 Million
Consumer Defensive: $17.6 Million
Industrials: $10.3 Million
Communication Services: $9.61 Million
Consumer Cyclical: $9.21 Million
Utilities: $6.92 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
