Retirement Capital Strategies reported 68 holdings worth US$288M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Retirement Capital Strategies reported 68 holdings worth US$288M as of Jun 30, 2026. Largest: Apple Inc, Arista Networks, Inc. and 3m Company. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 68
- Value as reported
- US$288M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 27,798 | US$8.04M | 2.8% |
| Arista Networks, Inc. | 32,161 | US$5.46M | 1.9% |
| 3m Company | 31,609 | US$5.12M | 1.8% |
| Lpl Financial Holdings Inc. | 10,041 | US$2.83M | 0.98% |
| Nvidia Corporation | 12,531 | US$2.51M | 0.87% |
| Microsoft Corp. | 6,405 | US$2.39M | 0.83% |
| Cisco Systems, Inc. | 14,200 | US$1.67M | 0.58% |
| Intel Corporation | 10,128 | US$1.41M | 0.49% |
| Tesla, Inc. | 3,162 | US$1.33M | 0.46% |
| Ge Vernova Inc. | 717 | US$842K | 0.29% |
| Ge Aerospace | 1,991 | US$744K | 0.26% |
| Alphabet Inc (google) Class C | 1,793 | US$641K | 0.22% |
| Solventum Corporation | 6,827 | US$527K | 0.18% |
| Amazon.com, Inc. | 1,188 | US$283K | 0.10% |