Retirement Income Solutions, Inc Portfolio Holdings

Retirement Income Solutions, Inc

  • $535 Million
  • Q2 2025

Retirement Income Solutions, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $535 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $118M, Jp Morgan ETF Tr Ultra Short I with a value of $47M, Spdr S&P 500 ETF Trust with a value of $44.4M, Pimco ETF Tr Enhanced Sht Matu with a value of $41.6M, and Ishares Core S&P 500 ETF with a value of $40M.

Examining the 13F form we can see an increase of $66.1M in the current position value, from $468M to 535M.

Retirement Income Solutions, Inc is based out at Ann Arbor, MI

Below you can find more details about Retirement Income Solutions, Inc portfolio as well as his latest detailed transactions.

Portfolio value $535 Million
ETFs: $495 Million
Technology: $12.4 Million
Financial Services: $5.45 Million
Consumer Cyclical: $5.2 Million
Healthcare: $4.24 Million
Communication Services: $3.49 Million
Consumer Defensive: $2.97 Million
Industrials: $1.6 Million
Other: $2.52 Million

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

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

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $535 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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