Back to investors
RETIREMENT WEALTH SOLUTIONS LLC
RETIREMENT WEALTH SOLUTIONS LLC
Latest filing: 2026-06-30
RETIREMENT WEALTH SOLUTIONS LLC runs RETIREMENT WEALTH SOLUTIONS LLC and currently holds 803 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $181.50M. Their top holdings are VOO, DYNF, IVW, VWO, BSV. The top five represent 30.0% of reported portfolio weight. RETIREMENT WEALTH SOLUTIONS LLC ranks #878 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RETIREMENT WEALTH SOLUTIONS LLC initiated 4 new positions. They added to 38 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +241.66%.
Sign in to enable email alerts for this investor.
Showper page
803 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 15.08% | $538.91 | $703.77 | +30.59% | Trimmed -3.64% |
 DYNF BLACKROCK ETF TRUST | 4.30% | $54.44 | $69.07 | +26.87% | Added +8.58% |
 IVW ISHARES TR | 3.82% | $106.61 | $138.86 | +30.25% | Added +7.29% |
 VWO VANGUARD INTL EQUITY INDEX F | 3.43% | $44.15 | $60.45 | +36.92% | Trimmed -3.66% |
 BSV VANGUARD BD INDEX FDS | 3.33% | $77.46 | $77.58 | +0.15% | Added +1.42% |
 IEMG ISHARES INC | 2.82% | $61.21 | $81.56 | +33.25% | Trimmed -15.26% |
 IUSB ISHARES TR | 2.52% | $45.68 | $45.43 | -0.55% | Added +44.52% |
 EFG ISHARES TR | 2.20% | $108.77 | $125.54 | +15.41% | Added +9.14% |
 EFV ISHARES TR | 2.03% | $56.20 | $82.23 | +46.31% | Trimmed -24.14% |
 BIV VANGUARD BD INDEX FDS | 1.47% | $75.15 | $75.42 | +0.36% | Trimmed -2.01% |
Showing 1-10 of 803