Retirement Wealth Solutions LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 445 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $23.9B, Vanguard Ftse Developed Market with a value of $14.6B, Ishares Core S&P 500 ETF with a value of $11.4B, Vanguard Total International B with a value of $6.13B, and Vanguard Ftse Emerging Mkts Et with a value of $6.06B.
Examining the 13F form we can see an increase of $13B in the current position value, from $124B to 137B.
Also it can be appreciated an additional of 30 stocks purchases and 1 closed positions.
Retirement Wealth Solutions LLC is based out at Marshfield, WI
Below you can find more details about Retirement Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Billion
ETFs: $124 Billion
Technology: $3.92 Billion
Healthcare: $1.16 Billion
Consumer Cyclical: $1.12 Billion
Financial Services: $1 Billion
Industrials: $718 Million
Consumer Defensive: $634 Million
Communication Services: $480 Million
Other: $618 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
