Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC reported 811 holdings worth US$181M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 7, 2026

Retirement Wealth Solutions LLC reported 811 holdings worth US$181M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Nvidia Corporation. Filed Jul 7, 2026 (Form 13F).

Holdings
811
Value as reported
US$181M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.2,359US$1.18M0.65%
Microsoft Corp.2,438US$909K0.50%
Nvidia Corporation4,121US$825K0.45%
Apple Inc2,478US$717K0.40%
Amazon.com, Inc.2,549US$608K0.33%
Alphabet Inc (google) Class C936US$334K0.18%
Applied Materials, Inc.380US$275K0.15%
Cisco Systems, Inc.1,501US$176K0.10%
Home Depot, Inc. (the)455US$160K0.09%
Broadcom Inc.420US$159K0.09%
Intel Corporation1,050US$147K0.08%
Lam Research Corporation323US$140K0.08%
United Rentals, Inc.122US$138K0.08%
Johnson & Johnson525US$133K0.07%
Eli Lilly And Company109US$131K0.07%
Evergy, Inc.1,413US$122K0.07%
Micron Technology, Inc.100US$115K0.06%
Mcdonald's Corporation381US$103K0.06%
Jp Morgan Chase & Co.312US$102K0.06%
Oracle Corporation677US$99,2740.05%
Meta Platforms, Inc.174US$98,0130.05%
Fidelity National Information Services, Inc.2,520US$97,9880.05%
Tesla, Inc.230US$96,7380.05%
Caterpillar, Inc.89US$94,3790.05%
Bank Of Montreal487US$86,0530.05%
Advanced Micro Devices Inc143US$83,0710.05%
Mastercard Incorporated161US$82,6200.05%
Walmart Inc.679US$76,8660.04%
Merck & Company, Inc.576US$74,0410.04%
Philip Morris International Inc394US$71,2080.04%
Procter & Gamble Company (the)483US$70,8710.04%
Parker-hannifin Corporation71US$69,4470.04%
Qualcomm Incorporated319US$58,9490.03%
Asml Holding Nv29US$57,6940.03%
Exxon Mobil Corporation415US$56,7560.03%
Bank Of America Corporation948US$54,0000.03%
Unitedhealth Group Incorporated123US$51,2490.03%
Costco Wholesale Corporation54US$50,7990.03%
Coca-cola Company (the)614US$49,8760.03%
Abbvie Inc.190US$47,8280.03%
Cummins Inc.65US$46,0200.03%
Ase Technology Holding Co., Ltd.975US$43,9920.02%
Blackrock, Inc.44US$42,5100.02%
Amgen Inc.116US$42,0060.02%
Materion Corporation139US$41,2680.02%
Novartis Ag256US$40,1210.02%
O'reilly Automotive, Inc.423US$38,9550.02%
Everus Construction Group, Inc.233US$38,6670.02%
The Bank Of New York Mellon Corporation244US$35,2680.02%
Hsbc Holdings Plc367US$34,8990.02%
Pepsico, Inc.248US$33,5260.02%
Western Digital Corporation49US$31,2980.02%
Standex International Corporation86US$30,6160.02%
Valmont Industries, Inc.51US$29,4580.02%
Palo Alto Networks, Inc.86US$29,3280.02%
British American Tobacco P.l.c.467US$28,8310.02%
Southern Company (the)297US$28,4620.02%
Ge Vernova Inc.24US$28,2050.02%
General Dynamics Corporation79US$28,0670.02%
Littelfuse, Inc.61US$27,8890.02%
The Ensign Group, Inc.171US$27,4350.02%
Monster Beverage Corporation283US$27,2020.01%
Dell Technologies Inc.63US$27,1820.01%
Pricesmart, Inc.135US$26,3710.01%
Martin Marietta Materials, Inc.45US$26,2200.01%
Kinder Morgan, Inc.810US$25,8820.01%
Metlife, Inc.303US$25,6270.01%
Conocophillips245US$25,4920.01%
Banco Santander, S.a.1,836US$25,3370.01%
Fifth Third Bancorp440US$24,7880.01%
Live Nation Entertainment, Inc.134US$24,5370.01%
Walt Disney Company (the)251US$24,1740.01%
Csx Corporation506US$24,0730.01%
Marvell Technology, Inc.80US$23,8320.01%
Shell Plc303US$23,5090.01%
International Business Machines Corporation81US$22,8560.01%
Bwx Technologies, Inc.117US$22,8300.01%
Encompass Health Corporation223US$22,5060.01%
Bhp Group Ltd270US$22,4940.01%
Mitsubishi Ufj Financial Group, Inc.1,109US$22,0590.01%
Altria Group, Inc.302US$21,7440.01%
Chevron Corporation131US$21,6780.01%
Lemaitre Vascular, Inc.224US$21,4680.01%
Pnc Financial Services Group, Inc. (the)86US$21,0970.01%
Vertiv Holdings, Llc63US$21,0940.01%
Citigroup, Inc.147US$20,6070.01%
Wells Fargo & Company243US$20,0820.01%
Mdu Resources Group, Inc.935US$19,8320.01%
Knife Riv Holding Co.233US$19,4910.01%
Wesco International, Inc.56US$19,3450.01%
Goldman Sachs Group, Inc. (the)19US$19,2170.01%
Federal Agricultural Mortgage Corporation94US$18,8200.01%
Morgan Stanley90US$18,8140.01%
Ge Aerospace50US$18,7250.01%
Nexstar Media Group, Inc.105US$18,7180.01%
Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b-176US$18,7000.01%
Idexx Laboratories, Inc.35US$18,4260.01%
Banco Bilbao Vizcaya Argentaria, S.a.734US$18,3950.01%
The Cigna Group65US$18,049<0.01%
Us Foods Holding Corp.175US$17,894<0.01%

Every holding of Retirement Wealth Solutions LLC

Source

View original at SEC

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