RETIREMENT GUYS FORMULA LLC: 13F holdings
CIK 19330592026Q2
| Positions | 158 |
|---|
| Reported value | $265.7m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 158 (+4 vs prior quarter) |
|---|
| Reported value | $265.7m (+22.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPST J P MORGAN EXCHANGE TRADED F | 306,792 | $15.5m | 5.8% |
| HEGD LISTED FDS TR | 294,582 | $7.9m | 3.0% |
| QQQ INVESCO QQQ TR | 9,135 | $6.7m | 2.5% |
| VO VANGUARD INDEX FDS | 75,977 | $6.1m | 2.3% |
| AAPL APPLE INC | 18,818 | $5.4m | 2.0% |
| JEPI J P MORGAN EXCHANGE TRADED F | 83,530 | $4.7m | 1.8% |
| AVEM AMERICAN CENTY ETF TR | 48,125 | $4.6m | 1.7% |
| SCHG SCHWAB STRATEGIC TR | 133,514 | $4.5m | 1.7% |
| AMAT APPLIED MATLS INC | 6,164 | $4.5m | 1.7% |
| PYLD PIMCO ETF TR | 167,989 | $4.5m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1933059")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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