RETIREMENT GUYS FORMULA LLC
•CIK: 1933059•Filing: Q4 2025
**RETIREMENT GUYS FORMULA LLC** manages $219M across a diversified portfolio of 150 positions. The strategy shows significant allocation to established market leaders, highlighted by a $9.0M position in JPST and $7.5M in HEGD. Core holdings include substantial exposure to broad indices via SPY ($4.6M) and NDQ ($5.5M), alongside technology names like AAPL ($4.9M). This structure suggests a focus on income generation and stable growth within large-cap equities.
Total AUM
$219.3M
QoQ Performance
-22.8%
Positions
121
Top 10 Concentration
24.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST4.1%
HEGD3.4%
NDQ2.5%
SCHG2.4%
AAPL2.2%
SPY2.1%
JEPI2.0%
VO1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.4%
Technology9.1%
Consumer4.9%
Healthcare4.9%
Financial2.6%
Consumer Staples2.5%
ETF2.4%
Utilities1.6%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW11 new positions
↑64 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023