Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC reported 907 holdings worth US$189M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 7, 2026

Retirement Wealth Solutions LLC reported 907 holdings worth US$189M as of Sep 30, 2026. Largest: Microsoft Corp., Berkshire Hathaway Inc. and Nvidia Corporation. Filed Oct 7, 2026 (Form 13F).

Holdings
907
Value as reported
US$189M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.2,694US$1.38M0.73%
Berkshire Hathaway Inc.2,393US$1.19M0.63%
Nvidia Corporation5,031US$1.15M0.61%
Apple Inc2,939US$979K0.52%
Amazon.com, Inc.3,062US$763K0.40%
Abbvie Inc.1,740US$455K0.24%
Alphabet Inc (google) Class C1,290US$442K0.23%
Meta Platforms, Inc.300US$218K0.11%
Applied Materials, Inc.415US$212K0.11%
Broadcom Inc.582US$204K0.11%
Home Depot, Inc. (the)703US$200K0.11%
Cisco Systems, Inc.1,612US$173K0.09%
Johnson & Johnson629US$167K0.09%
Micron Technology, Inc.147US$157K0.08%
Eli Lilly And Company135US$156K0.08%
Intel Corporation1,267US$152K0.08%
Jp Morgan Chase & Co.428US$142K0.07%
Enbridge Inc.3,000US$139K0.07%
Advanced Micro Devices Inc208US$127K0.07%
United Rentals, Inc.124US$124K0.07%
Evergy, Inc.1,395US$109K0.06%
Verizon Communications Inc.2,385US$109K0.06%
Lam Research Corporation321US$106K0.06%
Merck & Company, Inc.703US$102K0.05%
Tesla, Inc.285US$101K0.05%
Mastercard Incorporated177US$97,5620.05%
Oracle Corporation693US$95,0830.05%
Walmart Inc.864US$89,7660.05%
Fidelity National Information Services, Inc.2,573US$84,6530.04%
Philip Morris International Inc422US$80,5030.04%
Parker-hannifin Corporation84US$80,2560.04%
Bank Of Montreal466US$77,9390.04%
Procter & Gamble Company (the)535US$77,7360.04%
Caterpillar, Inc.94US$75,9320.04%
Mcdonald's Corporation305US$70,5390.04%
Visa Inc.196US$70,4290.04%
Coca-cola Company (the)780US$67,1420.04%
Costco Wholesale Corporation69US$63,0970.03%
Qualcomm Incorporated334US$61,4700.03%
Taiwan Semiconductor Manufacturing Co., Ltd.129US$58,8490.03%
Palo Alto Networks, Inc.137US$54,4320.03%
Amgen Inc.127US$53,5320.03%
Unitedhealth Group Incorporated144US$52,9920.03%
Asml Holding Nv29US$52,5390.03%
Blackrock, Inc.49US$52,1030.03%
Bank Of America Corporation948US$51,6040.03%
Wesco International, Inc.136US$48,9050.03%
Chevron Corporation235US$47,9810.03%
Dell Technologies Inc.89US$47,8780.03%
Mitsubishi Ufj Financial Group, Inc.2,011US$46,3940.02%
Shell Plc478US$45,4510.02%
Western Digital Corporation95US$43,1740.02%
The Bank Of New York Mellon Corporation296US$42,8140.02%
Ase Technology Holding Co., Ltd.950US$42,2370.02%
Palantir Technologies Inc.217US$40,5900.02%
Cardinal Health, Inc.182US$40,4950.02%
Conocophillips308US$38,5920.02%
O'reilly Automotive, Inc.437US$37,3250.02%
Cummins Inc.71US$36,4740.02%
Hsbc Holdings Plc367US$36,4470.02%
Novartis Ag255US$36,3560.02%
Wells Fargo & Company445US$35,6230.02%
Pepsico, Inc.274US$34,6920.02%
Materion Corporation124US$33,3720.02%
British American Tobacco P.l.c.592US$32,1950.02%
Banco Bilbao Vizcaya Argentaria, S.a.1,127US$31,4100.02%
Howmet Aerospace Inc.137US$30,9870.02%
Sony Group Corporation1,316US$30,9660.02%
Metlife, Inc.324US$30,5180.02%
Crowdstrike Holdings, Inc.115US$30,4470.02%
Ati Inc.160US$30,3040.02%
The Ensign Group, Inc.171US$29,4400.02%
Csx Corporation615US$28,6050.02%
Ge Vernova Inc.30US$28,5230.02%
Walt Disney Company (the)266US$27,8620.01%
Hasbro, Inc.313US$27,4440.01%
Southern Company (the)330US$27,3260.01%
Encompass Health Corporation223US$27,0590.01%
General Dynamics Corporation81US$26,9870.01%
Kinder Morgan, Inc.879US$26,5000.01%
Live Nation Entertainment, Inc.155US$26,2420.01%
Littelfuse, Inc.61US$25,9680.01%
Banco Santander, S.a.1,836US$25,3920.01%
Monster Beverage Corporation604US$25,1390.01%
Fifth Third Bancorp488US$24,6930.01%
Pfizer, Inc.861US$24,5470.01%
Gilead Sciences, Inc.163US$24,3250.01%
Marathon Petroleum Corporation61US$24,1210.01%
Assurant, Inc.90US$23,7150.01%
Valmont Industries, Inc.51US$23,6120.01%
Goldman Sachs Group, Inc. (the)26US$23,4100.01%
Standex International Corporation86US$23,3790.01%
Pricesmart, Inc.135US$22,8300.01%
Bhp Group Ltd265US$22,4830.01%
International Business Machines Corporation101US$22,2910.01%
Altria Group, Inc.331US$22,2700.01%
Amphenol Corporation261US$22,0030.01%
Marvell Technology, Inc.83US$21,9300.01%
Citigroup, Inc.167US$21,6680.01%
Honda Motor Co., Ltd.680US$21,4880.01%

Every holding of Retirement Wealth Solutions LLC

Source

View original at SEC

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