§ 13F · FUND PROFILE
Golden Reserve Retirement LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $311.6T (13F)Positions · 18Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 414K | $138.9T | 25.7% | +17% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 4.11M | $134.0T | 24.7% | +14% |
| 3 | QQQ | INVESCO QQQ TR | 114K | $69.7T | 12.9% | +17% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 2.40M | $65.8T | 12.2% | +22% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 1.57M | $44.8T | 8.3% | +18% |
| 6 | AVGO | BROADCOM INC | 19K | $6.6T | 1.2% | NEW |
| 7 | MSFT | MICROSOFT CORP | 11K | $5.1T | 0.9% | — |
| 8 | NVDA | NVIDIA CORPORATION | 26K | $4.9T | 0.9% | +541% |
| 9 | AAPL | APPLE INC | 15K | $4.0T | 0.7% | +645% |
| 10 | SPY | SPDR S&P 500 ETF TR | 4K | $2.8T | 0.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDEN SIGNAL
AC read
Golden Reserve Retirement LLC is a Income / Defensive fund managing $311639.2 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed