account_balance
Investment manager · 13F filer · SEC CIK 2044741
Retirement Wealth Solutions LLC
Reported value$189Mas of Sep 30, 2026
Positions907 130 new, 26 sold out
Top 10 weight59.4%VOO alone is 15%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
14.6%
IVViShares Tr
12.5%Added +2%
VEAVanguard Tax-Managed FDS
8.0%
DYNFBlackRock ETF Trust
4.5%Added +8%
IVWiShares Tr
4.1%Added +9%
BNDXVanguard Charlotte FDS
3.4%
VWOVanguard Intl Equity Index F
3.2%
BSVVanguard Bd Index FDS
3.1%
IVEiShares Tr
3.0%Added +4%
IUSBiShares Tr
2.8%Added +24%
EFViShares Tr
2.3%Added +16%
IEMGiShares Inc
2.3%Trimmed −12%
VOOVanguard Index FDS
14.6%
IVViShares Tr
12.5%Added +2%
VEAVanguard Tax-Managed FDS
8.0%
DYNFBlackRock ETF Trust
4.5%+8%
IVW4.1%
BNDX3.4%
VWOVanguard Intl Equity Index F
3.2%
BSVVanguard Bd Index FDS
3.1%
IVE3.0%
IUSB
EFV2.3%
IEMG
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
VOO Vanguard Index FDS 14.6% Held
IVV iShares Tr 12.5% Added +2%
VEA Vanguard Tax-Managed FDS 8.0% Held
DYNF BlackRock ETF Trust 4.5% Added +8%
IVW iShares Tr 4.1% Added +9%
BNDX Vanguard Charlotte FDS 3.4% Held
VWO Vanguard Intl Equity Index F 3.2% Held
BSV Vanguard Bd Index FDS 3.1% Held
IVE iShares Tr 3.0% Added +4%
IUSB iShares Tr 2.8% Added +24%
EFV iShares Tr 2.3% Added +16%
IEMG iShares Inc 2.3% Trimmed −12%
What changed
Biggest moves since Jun 30, 2026
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