Retirement Wealth Solutions LLC Portfolio Holdings

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025

Retirement Wealth Solutions LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 831 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 $25.3B, Vanguard Ftse Developed Market with a value of $15B, Ishares Core S&P 500 ETF with a value of $12.7B, Vanguard Ftse Emerging Mkts Et with a value of $6.52B, and Vanguard Total International B with a value of $6.16B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $137B to 152B. Also it can be appreciated an additional of 438 stocks purchases and 9 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 $152 Billion
ETFs: $135 Billion
Technology: $4.27 Billion
Financial Services: $2.26 Billion
Consumer Cyclical: $1.22 Billion
Healthcare: $1.12 Billion
Industrials: $698 Million
Consumer Defensive: $602 Million
Communication Services: $576 Million
Other: $606 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.3B
$646,000 0.0% of portfolio
2
Q3 2025 New
$141B
$1.26 Million 0.0% of portfolio
6
Q3 2025 New
$54.1B
$2.56 Million 0.0% of portfolio
83
Q3 2025 New
$11.5B
$2.1 Million 0.0% of portfolio
37
Q3 2025 New
$1.81B
$785,000 0.0% of portfolio
29
Q3 2025 New
$3.34B
$21,000 0.0% of portfolio
1
Q4 2024 New
$5.49B
$2,000 0.0% of portfolio
0
Q3 2025 Sold Out
$28.6B
$749,000 0.0% of portfolio
4
Q3 2025 New
$2.5B
$21,000 0.0% of portfolio
1
Q3 2025 Reduced 98.41%
Gsk PLC
-
$3.58 Million 0.0% of portfolio
-
Q3 2025 New
$1.43B
$323,000 0.0% of portfolio
120
Q1 2025 New
$6.12B
$3.91 Million 0.0% of portfolio
22
Q4 2024 New
$19.4B
$526,000 0.0% of portfolio
2
Q3 2025 New
$49.1B
$1.23 Million 0.0% of portfolio
5
Q3 2025 New
$25.1B
$2.09 Million 0.0% of portfolio
12
Q3 2025 New
$3.12B
$1.13 Million 0.0% of portfolio
19
Q3 2025 New
$9.14B
$710,000 0.0% of portfolio
19
Q3 2025 New
$5.31B
$3.16 Million 0.0% of portfolio
47
Q3 2025 New
$330B
$6.64 Million 0.0% of portfolio
22
Q3 2025 Added 100.0%
Ge Healthcare Technologies I
-
$1.13 Million 0.0% of portfolio
-
Q3 2025 Added 200.0%
$10.7B
$1.17 Million 0.0% of portfolio
7
Q3 2025 New
$48.4B
$953,000 0.0% of portfolio
1
Q3 2025 New
$4.25B
$3.53 Million 0.0% of portfolio
3
Q3 2025 New
$270B
$3.98 Million 0.0% of portfolio
5
Q3 2025 New
$24.4B
$404,000 0.0% of portfolio
5
Q3 2025 Reduced 85.71%
$831M
$147,000 0.0% of portfolio
18
Q3 2025 New
$5.25B
$1.07 Million 0.0% of portfolio
22
Q3 2025 New
$81.3B
$2.62 Million 0.0% of portfolio
43
Q3 2025 New
$30.2B
$807,000 0.0% of portfolio
16
Q3 2025 New
$15.7B
$237,000 0.0% of portfolio
9
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 831
  • Current Value $152 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 438 stocks
  • Additional Purchases 110 stocks
  • Sold out of 9 stocks
  • Reduced holdings in 174 stocks
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