§ 13F · FUND PROFILE
RETIREMENT CAPITAL STRATEGIES.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $252.4T (13F)Positions · 64Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.8T 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 FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | 214K | $30.2T | 11.2% | −8% |
| 2 | VTI | VANGUARD INDEX FDS | 85K | $28.4T | 10.5% | −4% |
| 3 | BIV | VANGUARD BD INDEX FDS | 243K | $18.9T | 7.0% | +7% |
| 4 | AGG | ISHARES TR | 186K | $18.6T | 6.9% | +7% |
| 5 | VOO | VANGUARD INDEX FDS | 24K | $15.0T | 5.6% | ±0% |
| 6 | SPTM | SPDR SERIES TRUST | 135K | $11.1T | 4.1% | ±0% |
| 7 | EFIV | SPDR SERIES TRUST | 159K | $10.5T | 3.9% | −6% |
| 8 | IUSB | ISHARES TR | 202K | $9.4T | 3.5% | +8% |
| 9 | BND | VANGUARD BD INDEX FDS | 122K | $9.0T | 3.3% | +7% |
| 10 | AAPL | APPLE INC | 27K | $7.5T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
RETIREMENT CAPITAL STRATEGIES is a Income / Defensive fund managing $252382.9 trillion in assets. The fund runs a portfolio of 64 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