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RETIREMENT FINANCIAL SOLUTIONS, LLC

Q2 2026 13F filing

Updated 42 days ago

53 disclosed positions worth $406.8M

Portfolio value
$406.8M
Total holdings
53
New positions
4
Closed positions
4
Increased
40
Decreased
7
Turnover
15.1%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

AMERICAN CENTY ETF TR

+5.1%
Value
$45.2M
Shares
353.2K
% Port
11.12%
?
2.N/A

AMERICAN CENTY ETF TR

+4.0%
Value
$28.7M
Shares
391.9K
% Port
7.07%
?
3.N/A

AMERICAN CENTY ETF TR

+4.4%
Value
$27.9M
Shares
224.0K
% Port
6.87%
S

SPDR SERIES TRUST

+2.7%
Value
$24.8M
Shares
282.7K
% Port
6.11%
?
5.N/A

AMERICAN CENTY ETF TR

+71.9%
Value
$24M
Shares
248.5K
% Port
5.89%
I
6.IVZ

INVESCO EXCH TRADED FD TR II

+3.8%
Value
$21.5M
Shares
473.1K
% Port
5.29%
?
7.N/A

VANGUARD SCOTTSDALE FDS

+15.3%
Value
$20.3M
Shares
367.0K
% Port
4.98%
V

VANGUARD INTL EQUITY INDEX F

+4.9%
Value
$18.8M
Shares
314.9K
% Port
4.62%
S

SCHWAB STRATEGIC TR

+0.1%
Value
$14.9M
Shares
470.7K
% Port
3.67%
?
10.N/A

VANGUARD WORLD FD

+224.6%
Value
$14.4M
Shares
220.5K
% Port
3.53%
?
11.N/A

TIDAL TRUST I

+6.5%
Value
$13.9M
Shares
503.1K
% Port
3.42%
V
12.VGES

VANGUARD WORLD FD

+6.7%
Value
$13.8M
Shares
50.4K
% Port
3.39%
S

SPDR SERIES TRUST

+4.7%
Value
$13.7M
Shares
202.1K
% Port
3.36%
D
14.DIA

STATE STR SPDR DOW JONES IND

+7.6%
Value
$13.6M
Shares
25.9K
% Port
3.33%
I
15.IVZ

INVESCO EXCHANGE TRADED FD T

+7.7%
Value
$13.5M
Shares
63.4K
% Port
3.32%
V
16.VGES

VANGUARD INTL EQUITY INDEX F

+7.8%
Value
$13M
Shares
154.7K
% Port
3.18%
?
17.N/A

VANECK ETF TRUST

+6.9%
Value
$11.6M
Shares
146.9K
% Port
2.86%
?
18.N/A

INVESCO ACTIVELY MANAGED EXC

+4.5%
Value
$10.4M
Shares
195.2K
% Port
2.56%
E
19.ETHA

INVESCO EXCH TRADED FD TR II

+4.0%
Value
$8.3M
Shares
27.4K
% Port
2.04%
S

SPDR SERIES TRUST

+5.9%
Value
$7.2M
Shares
60.8K
% Port
1.78%
I
21.IVZ

INVESCO EXCH TRADED FD TR II

+6.9%
Value
$6.9M
Shares
54.3K
% Port
1.70%
S

SPDR SERIES TRUST

+7.4%
Value
$6.7M
Shares
110.2K
% Port
1.65%
S

SCHWAB STRATEGIC TR

+7.7%
Value
$6.4M
Shares
242.6K
% Port
1.58%
V
24.VGES

VANGUARD SCOTTSDALE FDS

+2.3%
Value
$5.4M
Shares
93.4K
% Port
1.34%
V
25.VGES

VANGUARD INDEX FDS

+3.0%
Value
$2.3M
Shares
3.3K
% Port
0.56%
?
26.N/A

USCF ETF TR

Value
$1.9M
Shares
72.9K
% Port
0.47%
E
27.ETHA

ISHARES TR

-87.4%
Value
$1.5M
Shares
15.8K
% Port
0.37%
V
28.VGES

VANGUARD INDEX FDS

-7.8%
Value
$1.5M
Shares
15.3K
% Port
0.36%
V
29.VGES

VANGUARD STAR FDS

+0.4%
Value
$1.4M
Shares
16.2K
% Port
0.34%
I
30.IAUM

ISHARES GOLD TRUST MICRO

+14.4%
Value
$1.3M
Shares
31.8K
% Port
0.31%
V
31.VGES

VANGUARD INDEX FDS

-2.2%
Value
$1M
Shares
5.3K
% Port
0.26%
B
32.BTC

GRAYSCALE BITCOIN MINI TR ET

+4.1%
Value
$963K
Shares
37.1K
% Port
0.24%
?
33.N/A

VANGUARD SCOTTSDALE FDS

+0.2%
Value
$845K
Shares
2.5K
% Port
0.21%
V
34.VGES

VANGUARD SCOTTSDALE FDS

+1.3%
Value
$789K
Shares
9.5K
% Port
0.19%
?
35.N/A

LITMAN GREGORY FDS TR

-0.1%
Value
$768K
Shares
25.1K
% Port
0.19%
N
36.NVDA

NVIDIA CORPORATION

+14.8%
Value
$753K
Shares
3.8K
% Port
0.19%
A
37.AMZN

ALPS ETF TR

+1.8%
Value
$744K
Shares
14.3K
% Port
0.18%
E
38.ETH

GRAYSCALE ETHEREUM STAKING

+27.9%
Value
$710K
Shares
47.3K
% Port
0.17%
V
39.VGES

VANGUARD INDEX FDS

+0.3%
Value
$690K
Shares
1.9K
% Port
0.17%
B
40.BPRE

BLUEROCK PVT REAL ESTATE FD

-8.4%
Value
$590K
Shares
45.4K
% Port
0.15%
V
41.VGES

VANGUARD INDEX FDS

+317.8%
Value
$533K
Shares
6.6K
% Port
0.13%
V
42.VGES

VANGUARD INDEX FDS

+0.5%
Value
$491K
Shares
2.0K
% Port
0.12%
A
43.ARCC

SPDR SERIES TRUST

+0.3%
Value
$403K
Shares
7.0K
% Port
0.10%
?
44.N/A

INVESCO ACTIVELY MANAGED EXC

-6.7%
Value
$391K
Shares
6.8K
% Port
0.10%
S
45.SIVR

ABRDN SILVER ETF TRUST

+10.3%
Value
$341K
Shares
6.1K
% Port
0.08%
T
46.TXN

TEXAS INSTRS INC

+0.5%
Value
$311K
Shares
1.0K
% Port
0.08%
D
47.DFTX

DEFINIUM THERAPEUTICS INC

Value
$282K
Shares
6.0K
% Port
0.07%
B
48.BTCW

WISDOMTREE TR

+1.7%
Value
$253K
Shares
4.4K
% Port
0.06%
T
49.TSLA

TESLA INC

Unchanged
Value
$245K
Shares
582
% Port
0.06%
A
50.AAPL

APPLE INC

Value
$212K
Shares
732
% Port
0.05%