RETIREMENT FINANCIAL SOLUTIONS, LLC
•CIK: 1962532•Filing: Q4 2025
**RETIREMENT FINANCIAL SOLUTIONS, LLC** manages $342M across a diversified portfolio of 47 holdings. The strategy exhibits a significant tilt toward core market exposure, evidenced by top positions in AVUS ($37.2M) and AVSC ($21.7M). Notable allocations include substantial weights in broad market indices and sector plays, such as AVUV ($21.7M), SPYM ($21.6M), and SPMD ($21.5M). This positioning suggests a focus on capturing growth and stability across key asset classes.
Total AUM
$341.6M
QoQ Performance
+108.7%
Positions
25
Top 10 Concentration
61.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
AVSC
AVUV
SPYM
SPMD
VGLT
QQQM
IEF
AVUS10.9%
AVSC6.4%
AVUV6.4%
SPYM6.3%
SPMD6.3%
VGLT5.2%
QQQM5.1%
IEF5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.1%
ETF0.6%
Technology0.2%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW21 new positions
↑22 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023