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RETIREMENT WEALTH SOLUTIONS LLC 13F portfolio summary

RETIREMENT WEALTH SOLUTIONS LLC of RETIREMENT WEALTH SOLUTIONS LLC has 814 current stock holdings with a reported portfolio value of $158.6M. The portfolio 1 year return is +14.22%. Top holdings include IHI (0.00%), BSV (0.00%), ICVT (0.00%), BLV (0.00%), KFRC (0.00%).

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RETIREMENT WEALTH SOLUTIONS LLC

RETIREMENT WEALTH SOLUTIONS LLC
Latest filing: 2026-03-31

RETIREMENT WEALTH SOLUTIONS LLC runs RETIREMENT WEALTH SOLUTIONS LLC and currently holds 814 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $158.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RETIREMENT WEALTH SOLUTIONS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RETIREMENT WEALTH SOLUTIONS LLC's portfolio at RETIREMENT WEALTH SOLUTIONS LLC has delivered returns of +14.22%. Their 3-year annualized return is +12.63%. Looking at the 5-year horizon, RETIREMENT WEALTH SOLUTIONS LLC has achieved +12.63% annualized returns at RETIREMENT WEALTH SOLUTIONS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.22%
#0/1000
3 Year
+12.63%
#0/1000
5 Year
+12.63%
#0/1000

Portfolio Value

$158.63M

Alpha Score

11.5

#0 of 1000

Holdings

814

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change