Retirement Wealth Solutions LLC
•CIK: 2044741•Filing: Q4 2025
**Retirement Wealth Solutions LLC** manages $158M across a diversified portfolio of 756 positions. The strategy exhibits a significant allocation to broad US equity exposure, highlighted by the top holdings in VOO ($25.9M), VEA ($15.4M), and IVV ($13.8M). Further diversification is evident with notable international allocations, including VWO ($6.5M) and IEMG ($4.7M). The fund maintains a multi-asset approach, balancing core equity mandates with fixed income and emerging market exposure.
Total AUM
$158.2M
QoQ Performance
+4.0%
Positions
678
Top 10 Concentration
60.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEA
IVV
VOO16.4%
VEA9.7%
IVV8.7%
VWO4.1%
DYNF3.9%
BNDX3.9%
BSV3.5%
IVE3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.0%
ETF25.4%
Technology2.4%
Financial1.0%
Consumer0.7%
Healthcare0.3%
Consumer Staples0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+606 more exited positions
Changes from Q3 2025
NEW2 new positions
↑66 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024