Retirement Guys Formula LLC Portfolio Holdings
Retirement Guys Formula LLC
- $252 Million
- Q2 2025
Retirement Guys Formula LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 145 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 $18.7M, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $14.4M, Schwab Strategic Tr Us Large C with a value of $7.79M, Listed Fds Tr Swan Hedged Equi with a value of $7.21M, and Jp Morgan ETF Tr Ultra Short I with a value of $7.01M.
Examining the 13F form we can see an increase of $59.1M in the current position value, from $193M to 252M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.