Holdings
Retirement Wealth Solutions LLC
As of Sep 30, 2026, Retirement Wealth Solutions LLC reported 755 positions worth US$15.1M. Largest: Microsoft Corp., Berkshire Hathaway Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 2,694 | US$1.38M | +256 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,393 | US$1.19M | +34 | Sep 30, 2026 |
| Nvidia Corporation | 5,031 | US$1.15M | +910 | Sep 30, 2026 |
| Apple Inc | 2,939 | US$979K | +461 | Sep 30, 2026 |
| Amazon.com, Inc. | 3,062 | US$763K | +513 | Sep 30, 2026 |
| Abbvie Inc. | 1,740 | US$455K | +1,550 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,290 | US$442K | +354 | Sep 30, 2026 |
| Meta Platforms, Inc. | 300 | US$218K | +126 | Sep 30, 2026 |
| Applied Materials, Inc. | 415 | US$212K | +35 | Sep 30, 2026 |
| Broadcom Inc. | 582 | US$204K | +162 | Sep 30, 2026 |