§ 13F · FUND PROFILE
RETIREMENT INCOME SOLUTIONS, INC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $585M (13F)Positions · 165Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.86M | $142M | 24.3% | +3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 70K | $45M | 7.8% | −1% |
| 3 | SPMD | SPDR SERIES TRUST | 717K | $42M | 7.3% | +2% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 719K | $36M | 6.2% | +1% |
| 5 | IVV | ISHARES TR | 55K | $36M | 6.1% | −1% |
| 6 | MINT | PIMCO ETF TR | 347K | $35M | 6.0% | +6% |
| 7 | IWF | ISHARES TR | 42K | $18M | 3.1% | −2% |
| 8 | IJH | ISHARES TR | 234K | $16M | 2.7% | ±0% |
| 9 | GLDM | WORLD GOLD TR | 130K | $12M | 2.1% | −1% |
| 10 | SPYX | SPDR SERIES TRUST | 169K | $9M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
RETIREMENT INCOME SOLUTIONS, INC is a Income / Defensive fund managing $585 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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