Retirement Solution Inc. Portfolio Holdings
Retirement Solution Inc.
- $187 Million
- Q4 2025
Retirement Solution Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $187 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $48.9M, Dimensional ETF Tr U S Equity with a value of $33.9M, Dimensional ETF Tr U S Core Eq with a value of $24.1M, Dimensional ETF Tr Dimensional with a value of $20.5M, and Microsoft Corp with a value of $11M.
Examining the 13F form we can see an increase of $22.7M in the current position value, from $164M to 187M.
Below you can find more details about Retirement Solution Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $146 Million
Technology: $25 Million
Consumer Cyclical: $5.57 Million
Consumer Defensive: $2.63 Million
Utilities: $2.53 Million
Financial Services: $1.35 Million
Industrials: $591,000
Communication Services: $374,000
Other: $58,000