§ 13F · FUND PROFILE
Retirement Wealth Solutions LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $137.0T (13F)Positions · 445Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$493.3B 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 41K | $25.9T | 16.4% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 246K | $15.4T | 9.7% | −2% |
| 3 | IVV | ISHARES TR | 20K | $13.8T | 8.7% | +6% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 121K | $6.5T | 4.1% | ±0% |
| 5 | DYNF | BLACKROCK ETF TRUST | 103K | $6.2T | 3.9% | +3% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 128K | $6.2T | 3.9% | +3% |
| 7 | BSV | VANGUARD BD INDEX FDS | 71K | $5.6T | 3.5% | +3% |
| 8 | IVE | ISHARES TR | 25K | $5.4T | 3.4% | +36% |
| 9 | IVW | ISHARES TR | 42K | $5.2T | 3.3% | +6% |
| 10 | IEMG | ISHARES INC | 70K | $4.7T | 3.0% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Wealth Solutions LLC is a Income / Defensive fund managing $136981.5 trillion in assets. The fund runs a broad portfolio of 445 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