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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$61.8 Million 0.05% of portfolio
1,100
Q1 2025 Added 10.55%
$1.83B
$20.9 Million 0.02% of portfolio
108
Q2 2025 Added 0.93%
$1.69B
$15.8 Million 0.01% of portfolio
257
Q2 2025 Added 0.39%
$905M
$7.88 Million 0.01% of portfolio
192
Q2 2025 Added 0.52%
$1.26B
$7.93 Million 0.01% of portfolio
21
Q4 2024 New
$574M
$10.9 Million 0.01% of portfolio
583
Q2 2025 Added 23.78%
$941M
$15.9 Million 0.01% of portfolio
946
Q2 2025 Added 0.32%
$959M
$15 Million 0.01% of portfolio
192
Q2 2025 Added 3.23%
$1.99B
$15.8 Million 0.01% of portfolio
439
Q2 2025 Added 0.23%
$875M
$10.6 Million 0.01% of portfolio
317
Q2 2025 Added 0.32%
$1.08B
$15.4 Million 0.01% of portfolio
517
Q2 2025 Added 13.13%
$1.74B
$12.8 Million 0.01% of portfolio
162
Q2 2025 Added 16.55%
$1.12B
$13.3 Million 0.01% of portfolio
1,062
Q2 2025 Added 0.09%
$1.86B
$20.4 Million 0.01% of portfolio
245
Q4 2024 New
$1.4B
$17.1 Million 0.01% of portfolio
91
Q1 2025 Reduced 5.21%
$843M
$7.75 Million 0.01% of portfolio
280
Q2 2025 Added 17.65%
$1.54B
$939,000 0.0% of portfolio
31
Q4 2024 New
$732M
$34,000 0.0% of portfolio
0
Q2 2025 New
$1.22B
$263,000 0.0% of portfolio
120
Q1 2025 New
$1.73B
$955,000 0.0% of portfolio
63
Q2 2025 Added 1.61%
$1.97B
$4.64 Million 0.0% of portfolio
382
Q4 2024 New
$1.96B
$5.05 Million 0.0% of portfolio
216
Q1 2025 Added 32.52%
$675M
$2.18 Million 0.0% of portfolio
115
Q2 2025 Reduced 0.86%
$1.57B
$2.29 Million 0.0% of portfolio
252
Q2 2025 Reduced 67.65%
$805M
$4.54 Million 0.0% of portfolio
48
Q2 2025 New
$1.82B
$3.04 Million 0.0% of portfolio
97
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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