Retirement Wealth Solutions LLC
Q3 2026 13F filing
Updated 12 days ago907 disclosed positions worth $189.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $27.7M | 39.5K | 14.62% | Trimmed(-0.9%) |
| 2 | E ISHARES TR | $23.7M | 31.0K | 12.55% | Added(+2.1%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $15.1M | 213.4K | 7.96% | Trimmed(-0.5%) |
| 4 | E BLACKROCK ETF TRUST | $8.6M | 124.1K | 4.54% | Added(+8.2%) |
| 5 | E ISHARES TR | $7.8M | 55.0K | 4.13% | Added(+9.0%) |
| 6 | V VANGUARD CHARLOTTE FDS | $6.4M | 137.1K | 3.40% | Added(+0.6%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $6.1M | 102.8K | 3.22% | Trimmed(-1.6%) |
| 8 | V VANGUARD BD INDEX FDS | $5.9M | 77.1K | 3.11% | Trimmed(-0.6%) |
| 9 | E ISHARES TR | $5.8M | 25.3K | 3.05% | Added(+4.1%) |
| 10 | E ISHARES TR | $5.4M | 122.2K | 2.85% | Added(+23.5%) |
| 11 | E ISHARES TR | $4.4M | 55.6K | 2.33% | Added(+15.6%) |
| 12 | E ISHARES INC | $4.4M | 54.1K | 2.32% | Trimmed(-12.4%) |
| 13 | V VANGUARD INDEX FDS | $3.5M | 15.2K | 1.86% | Trimmed(-0.7%) |
| 14 | E ISHARES TR | $3.3M | 27.7K | 1.76% | Trimmed(-13.4%) |
| 15 | E BLACKROCK ETF TRUST | $2.9M | 58.9K | 1.52% | Added(+66.3%) |
| 16 | E BLACKROCK ETF TRUST | $2.9M | 79.3K | 1.52% | Added(+101.1%) |
| 17 | E ISHARES TR | $2.7M | 28.0K | 1.40% | Added(+5.3%) |
| 18 | E BLACKROCK ETF TRUST | $2.6M | 56.0K | 1.40% | Trimmed(-2.0%) |
| 19 | V VANGUARD BD INDEX FDS | $2.5M | 34.7K | 1.33% | Trimmed(-0.1%) |
| 20 | E BLACKROCK ETF TRUST | $2.5M | 56.2K | 1.31% | Added(+24.6%) |
| 21 | V VANGUARD SCOTTSDALE FDS | $2.5M | 55.3K | 1.30% | Trimmed(-0.3%) |
| 22 | V VANGUARD BD INDEX FDS | $2.3M | 36.8K | 1.22% | Added(+0.6%) |
| 23 | E ISHARES TR | $2.1M | 27.7K | 1.11% | — |
| 24 | E ISHARES TR | $2.1M | 20.4K | 1.09% | Added(+19.1%) |
| 25 | E ISHARES TR | $1.6M | 16.8K | 0.86% | Trimmed(-0.4%) |
| 26 | E ISHARES TR | $1.5M | 6.9K | 0.81% | Added(+9.8%) |
| 27 | M MICROSOFT CORP | $1.4M | 2.7K | 0.73% | Added(+10.5%) |
| 28 | E ISHARES TR | $1.3M | 4.8K | 0.67% | Trimmed(-0.6%) |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $1.2M | 2.4K | 0.63% | Added(+1.4%) |
| 30 | N NVIDIA CORPORATION | $1.1M | 5.0K | 0.61% | Added(+22.1%) |
| 31 | S SPDR SERIES TRUST | $1.1M | 26.7K | 0.60% | Added(+271.6%) |
| 32 | B BLACKROCK ETF TRUST | $1.1M | 35.2K | 0.58% | Trimmed(-17.7%) |
| 33 | E ISHARES TR | $1.1M | 48.1K | 0.56% | Added(+1.6%) |
| 34 | E ISHARES TR | $1M | 11.4K | 0.55% | Trimmed(-0.9%) |
| 35 | V VANGUARD INDEX FDS | $1M | 2.7K | 0.54% | Trimmed(-0.1%) |
| 36 | E ISHARES TR | $1M | 14.3K | 0.54% | Added(+0.2%) |
| 37 | A APPLE INC | $979K | 2.9K | 0.52% | Added(+18.6%) |
| 38 | E ISHARES TR | $958K | 2.3K | 0.51% | Added(+1.2%) |
| 39 | E BLACKROCK ETF TRUST | $915K | 30.6K | 0.48% | Added(+0.1%) |
| 40 | B BLACKROCK ETF TRUST II | $864K | 17.2K | 0.46% | Added(+21.3%) |
| 41 | A AMAZON COM INC | $763K | 3.1K | 0.40% | Added(+20.1%) |
| 42 | E ISHARES TR | $747K | 2.0K | 0.39% | Trimmed(-5.9%) |
| 43 | V VANGUARD BD INDEX FDS | $716K | 10.2K | 0.38% | Added(+4.8%) |
| 44 | V VANGUARD STAR FDS | $617K | 7.3K | 0.33% | Added(+0.0%) |
| 45 | E ISHARES TR | $540K | 5.5K | 0.29% | Added(+36.0%) |
| 46 | I ISHARES GOLD TR | $499K | 6.4K | 0.26% | Added(+3.6%) |
| 47 | E ISHARES TR | $460K | 2.2K | 0.24% | Trimmed(-39.4%) |
| 48 | A ABBVIE INC | $455K | 1.7K | 0.24% | Added(+815.8%) |
| 49 | E ISHARES TR | $455K | 3.6K | 0.24% | Added(+30.4%) |
| 50 | E ISHARES INC | $410K | 4.1K | 0.22% | Unchanged |