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
Linde PLC
-
$38.5 Million 0.03% of portfolio
-
Q3 2025 Reduced 1.22%
$476B
$48.6 Million 0.03% of portfolio
431
Q2 2025 Added 0.23%
Lam Research Corp
-
$45.7 Million 0.03% of portfolio
-
Q3 2025 Reduced 19.58%
$1.5T
$47.6 Million 0.03% of portfolio
196
Q3 2025 Added 145.0%
$257B
$46.1 Million 0.03% of portfolio
97
Q2 2025 Added 1.04%
$174B
$45 Million 0.03% of portfolio
1,024
Q3 2025 Reduced 18.28%
$35.7B
$40.2 Million 0.03% of portfolio
246
Q3 2025 Reduced 22.15%
$194B
$44.7 Million 0.03% of portfolio
456
Q3 2025 Reduced 10.76%
$289B
$40.6 Million 0.03% of portfolio
613
Q4 2024 New
$404B
$48.6 Million 0.03% of portfolio
942
Q3 2025 Added 0.11%
$121B
$23.1 Million 0.02% of portfolio
245
Q3 2025 Reduced 29.19%
$61.2B
$25.9 Million 0.02% of portfolio
61
Q3 2025 Added 8.93%
$7.92B
$28.9 Million 0.02% of portfolio
146
Q3 2025 Reduced 7.59%
$0
$32.2 Million 0.02% of portfolio
389
Q2 2025 Added 1.57%
$0
$23.9 Million 0.02% of portfolio
300
Q2 2025 New
$0
$34.5 Million 0.02% of portfolio
440
Q2 2025 New
$283B
$35.5 Million 0.02% of portfolio
277
Q3 2025 Added 17.87%
$530B
$27.6 Million 0.02% of portfolio
23
Q3 2025 New
$0
$37.7 Million 0.02% of portfolio
813
Q3 2025 Reduced 18.7%
$105B
$28.5 Million 0.02% of portfolio
301
Q3 2025 Reduced 2.9%
$38.6B
$31 Million 0.02% of portfolio
299
Q3 2025 Reduced 8.56%
$43B
$31.6 Million 0.02% of portfolio
106
Q3 2025 Reduced 7.83%
$39.3B
$33.7 Million 0.02% of portfolio
53
Q3 2025 Reduced 7.02%
$153B
$28.1 Million 0.02% of portfolio
837
Q3 2025 Added 0.12%
$320B
$25.9 Million 0.02% of portfolio
97
Q3 2025 Added 246.43%
$240B
$29.8 Million 0.02% of portfolio
126
Q3 2025 Reduced 20.25%
$358B
$31.4 Million 0.02% of portfolio
172
Q3 2025 New
$94.3B
$26.9 Million 0.02% of portfolio
79
Q4 2024 New
$282B
$31.7 Million 0.02% of portfolio
447
Q3 2025 New
$398B
$24.2 Million 0.02% of portfolio
25
Q3 2025 Added 525.0%
$30B
$26.6 Million 0.02% of portfolio
598
Q3 2025 Reduced 3.08%
$308B
$25.8 Million 0.02% of portfolio
308
Q3 2025 Added 1.99%
$119B
$32.6 Million 0.02% of portfolio
493
Q3 2025 Added 3.35%
$65.2B
$31.9 Million 0.02% of portfolio
103
Q1 2025 Reduced 43.72%
$7.06B
$25 Million 0.02% of portfolio
393
Q3 2025 Reduced 9.03%
$341B
$25.6 Million 0.02% of portfolio
158
Q3 2025 Added 26.4%
$263B
$22.9 Million 0.02% of portfolio
81
Q4 2024 New
$66B
$32.9 Million 0.02% of portfolio
400
Q1 2025 Added 0.25%
$0
$26.5 Million 0.02% of portfolio
127
Q3 2025 Reduced 49.2%
$63B
$25 Million 0.02% of portfolio
881
Q3 2025 Reduced 0.79%
$86.4B
$26.5 Million 0.02% of portfolio
243
Q4 2024 New
$167B
$23.1 Million 0.02% of portfolio
2,202
Q3 2025 New
$12.5B
$31.2 Million 0.02% of portfolio
245
Q2 2025 Reduced 7.89%
$117B
$30.5 Million 0.02% of portfolio
574
Q3 2025 Added 11.03%
$186B
$26 Million 0.02% of portfolio
922
Q3 2025 Added 0.11%
$9.79B
$29.6 Million 0.02% of portfolio
171
Q3 2025 Reduced 11.4%
$11.8B
$14 Million 0.01% of portfolio
301
Q3 2025 Reduced 27.12%
Rb Global Inc
-
$10.1 Million 0.01% of portfolio
-
Q3 2025 Added 106.67%
Ge Vernova Inc
-
$16 Million 0.01% of portfolio
-
Q3 2025 Added 1,200.0%

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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