account_balance
Investment manager · 13F filer · SEC CIK 1962532
Retirement Financial Solutions, LLC
Reported value$423Mas of Sep 30, 2026
Positions57 11 new, 7 sold out
Top 10 weight56.5%AVUS alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAmerican Centy ETF Tr
11.0%Added +3%
AVSCAmerican Centy ETF Tr
6.6%Added +2%
AVUVAmerican Centy ETF Tr
6.5%Added +4%
SPYMSPDR Series Trust
6.1%Added +2%
AVEMAmerican Centy ETF Tr
5.9%Added +7%
QQQJInvesco Exch Traded Fd Tr II
5.1%Added +3%
VGLTVanguard Scottsdale FDS
4.7%Added +7%
SCHDSchwab Strategic Tr
3.7%Added +3%
GRNJTidal Trust III
3.5%New
MGCVanguard World Fd
3.5%Added +3%
GRNYTidal Trust I
3.4%
MGKVanguard World Fd
3.3%New
AVUSAmerican Centy ETF Tr
11.0%Added +3%
AVSCAmerican Centy ETF Tr
6.6%+2%
AVUVAmerican Centy ETF Tr
6.5%Added +4%
SPYMSPDR Series Trust
6.1%Added +2%
AVEMAmerican Centy ETF Tr
5.9%Added +7%
QQQJInvesco Exch Traded Fd Tr II
5.1%
VGLTVanguard Scottsdale FDS
4.7%
SCHDSchwab Strategic Tr
3.7%
GRNJTidal Trust III
3.5%
MGC3.5%
GRNY
MGK3.3%
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
AVUS American Centy ETF Tr 11.0% Added +3%
AVSC American Centy ETF Tr 6.6% Added +2%
AVUV American Centy ETF Tr 6.5% Added +4%
SPYM SPDR Series Trust 6.1% Added +2%
AVEM American Centy ETF Tr 5.9% Added +7%
QQQJ Invesco Exch Traded Fd Tr II 5.1% Added +3%
VGLT Vanguard Scottsdale FDS 4.7% Added +7%
SCHD Schwab Strategic Tr 3.7% Added +3%
GRNJ Tidal Trust III 3.5% New
MGC Vanguard World Fd 3.5% Added +3%
GRNY Tidal Trust I 3.4% Held
MGK Vanguard World Fd 3.3% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.