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.

Portfolio value $252 Million
ETFs: $153 Million
Technology: $19.7 Million
Consumer Defensive: $16.6 Million
Healthcare: $16.5 Million
Industrials: $10.8 Million
Communication Services: $9.21 Million
Consumer Cyclical: $7.71 Million
Utilities: $5.8 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165M
$336,000 0.13% of portfolio
159,593
Q2 2025 Added 2.74%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $252 Million
  • Prior Value $193 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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