account_balance

Investment manager · 13F filer · SEC CIK 1730386

Retirement Income Solutions, Inc

Reported value$706Mas of Sep 30, 2026
Positions190 23 new, 5 sold out
Top 10 weight65.7%SPYM alone is 21%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 20.6% Trimmed −12%
JPST J P Morgan Exchange Traded F 8.7% Added +71%
SPY SPDR S&P 500 ETF Trust 7.4% Held
SPMD SPDR Series Trust 7.4% Added +16%
MINT Pimco ETF Tr 7.1% Added +43%
IVV iShares Tr 5.4% Trimmed −9%
IWF iShares Tr 2.9% Added +288%
JBND J P Morgan Exchange Traded F 2.7% Added +1213%
IJH iShares Tr 2.0% Trimmed −15%
GLDM World Gold Trust 1.5% Held
SPYX SPDR Series Trust 1.4% Trimmed −5%
QQQ Invesco QQQ Tr 1.3% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • CGCB $6.01M
  • AVEM $1.43M
  • FENI $946K
  • SBIL $698K
arrow_upwardAdded
  • JBND +1213%
  • VUG +500%
  • VO +295%
  • IWF +288%
arrow_downwardTrimmed
  • IJH −15%
  • SPYM −12%
  • IWD −11%
  • IVV −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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