RETIREMENT FINANCIAL SOLUTIONS, LLC: 13F holdings
CIK 19625322026Q2
| Positions | 53 |
|---|
| Reported value | $406.8m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 53 (+0 vs prior quarter) |
|---|
| Reported value | $406.8m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 353,155 | $45.2m | 11.1% |
| AVSC AMERICAN CENTY ETF TR | 391,883 | $28.7m | 7.1% |
| AVUV AMERICAN CENTY ETF TR | 223,968 | $27.9m | 6.9% |
| SPYM SPDR SERIES TRUST | 282,726 | $24.8m | 6.1% |
| AVEM AMERICAN CENTY ETF TR | 248,491 | $24.0m | 5.9% |
| QQQJ INVESCO EXCH TRADED FD TR II | 473,142 | $21.5m | 5.3% |
| VGLT VANGUARD SCOTTSDALE FDS | 367,012 | $20.3m | 5.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 314,873 | $18.8m | 4.6% |
| SCHD SCHWAB STRATEGIC TR | 470,729 | $14.9m | 3.7% |
| EDV VANGUARD WORLD FD | 220,523 | $14.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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