Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.3B
$1.78 Million 0.0% of portfolio
72
Q2 2025 Added 1.41%
$3.36B
$2.41 Million 0.0% of portfolio
69
Q2 2025 Added 30.19%
$2.3B
$5.3 Million 0.0% of portfolio
100
Q4 2024 New
$6.22B
$51,000 0.0% of portfolio
1
Q4 2024 New
$2.55B
$47,000 0.0% of portfolio
2
Q4 2024 New
$2.42B
$85,000 0.0% of portfolio
2
Q4 2024 New
$2.84B
$1.66 Million 0.0% of portfolio
33
Q4 2024 New
$9.95B
$574,000 0.0% of portfolio
50
Q1 2025 New
$8.07B
$4.22 Million 0.0% of portfolio
34
Q1 2025 New
$3.83B
$5.23 Million 0.0% of portfolio
206
Q4 2024 New
$4.41B
$2.99 Million 0.0% of portfolio
180
Q2 2025 Added 1.69%
$8.47B
$4.33 Million 0.0% of portfolio
34
Q1 2025 Added 25.93%
$8.42B
$1.87 Million 0.0% of portfolio
30
Q4 2024 New
$6.44B
$5.95 Million 0.0% of portfolio
217
Q2 2025 New
$8.73B
$3.74 Million 0.0% of portfolio
39
Q2 2025 Reduced 54.12%
$6.18B
$2.41 Million 0.0% of portfolio
10
Q4 2024 New
$4.35B
$2.05 Million 0.0% of portfolio
23
Q4 2024 New
$2.13B
$2.36 Million 0.0% of portfolio
120
Q4 2024 New
$2.47B
$5.25 Million 0.0% of portfolio
137
Q4 2024 New
$4.42B
$5.43 Million 0.0% of portfolio
92
Q4 2024 New
$2.35B
$3.42 Million 0.0% of portfolio
76
Q4 2024 New
$3.36B
$20,000 0.0% of portfolio
1
Q4 2024 New
$7.87B
$3.46 Million 0.0% of portfolio
24
Q4 2024 New
$5.3B
$12,000 0.0% of portfolio
0
Q2 2025 New
$9.67B
$4.67 Million 0.0% of portfolio
26
Q1 2025 Reduced 38.1%
$4.03B
$1.06 Million 0.0% of portfolio
47
Q1 2025 Added 2.17%
$5.6B
$3.42 Million 0.0% of portfolio
22
Q4 2024 New
$2.22B
$1.93 Million 0.0% of portfolio
32
Q2 2025 Reduced 65.96%
$4.26B
$178,000 0.0% of portfolio
1
Q4 2024 New
$3.45B
$1.28 Million 0.0% of portfolio
81
Q2 2025 Added 1.25%
$2.46B
$4.49 Million 0.0% of portfolio
186
Q2 2025 Reduced 65.36%
$4.61B
$2.2 Million 0.0% of portfolio
71
Q2 2025 Added 1.43%
$3.83B
$4.89 Million 0.0% of portfolio
74
Q2 2025 Added 42.31%
$2.14B
$4.27 Million 0.0% of portfolio
202
Q4 2024 New
$2.49B
$342,000 0.0% of portfolio
35
Q1 2025 Added 29.63%
$5.09B
$4.06 Million 0.0% of portfolio
40
Q4 2024 New
$9.47B
$5.99 Million 0.0% of portfolio
80
Q2 2025 Reduced 49.04%
$5.92B
$21,000 0.0% of portfolio
1
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $137 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 128 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 59 stocks
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