Golden Reserve Retirement LLC
•CIK: 2066488•Filing: Q4 2025
**Golden Reserve Retirement LLC** manages $542M across a diversified portfolio of 130 positions. The fund exhibits a significant concentration in broad market and growth equities, notably holding VTI at $138.9M and SCHG at $134.0M. Further allocations include substantial positions in NDQ ($69.7M) and SCHD ($65.8M). The top holdings reveal a strategic tilt toward large-cap growth and dividend-paying sectors, anchored by technology leaders like AVGO ($6.6M) and MSFT ($5.1M).
Total AUM
$541.6M
QoQ Performance
+40.5%
Positions
90
Top 10 Concentration
88.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SCHG
NDQ
SCHD
SCHA
VTI25.7%
SCHG24.7%
NDQ12.9%
SCHD12.2%
SCHA8.3%
AVGO1.2%
MSFT0.9%
NVDA0.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other89.8%
Technology5.1%
Consumer1.1%
Healthcare1.0%
Financial0.9%
ETF0.9%
Industrial0.3%
Materials0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW111 new positions
↑18 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025