Retirement Wealth Solutions LLC: 13F holdings
CIK 20447412026Q2
| Positions | 811 |
|---|
| Reported value | $181.5m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 811 (-11 vs prior quarter) |
|---|
| Reported value | $181.5m (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 39,857 | $27.4m | 15.1% |
| IVV ISHARES TR | 30,361 | $22.7m | 12.5% |
| VEA VANGUARD TAX-MANAGED FDS | 214,420 | $15.3m | 8.4% |
| DYNF BLACKROCK ETF TRUST | 114,697 | $7.8m | 4.3% |
| IWF ISHARES TR | 50,413 | $6.9m | 3.8% |
| BNDX VANGUARD CHARLOTTE FDS | 136,230 | $6.6m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 104,413 | $6.2m | 3.4% |
| BSV VANGUARD BD INDEX FDS | 77,578 | $6.0m | 3.3% |
| IVE ISHARES TR | 24,269 | $5.5m | 3.0% |
| IEMG ISHARES INC | 61,809 | $5.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044741")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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