account_balance

Investment manager · 13F filer · SEC CIK 2066488

Golden Reserve Retirement LLC

Reported value$686Mas of Sep 30, 2026
Positions114 24 new, 22 sold out
Top 10 weight81.3%VTI alone is 22%
FiledNov 233 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
VTI Vanguard Index FDS 22.4% Held
SCHG Schwab Strategic Tr 22.4% Held
QQQ Invesco QQQ Tr 11.7% Held
SCHD Schwab Strategic Tr 11.0% Held
SCHA Schwab Strategic Tr 7.2% Held
NVDA NVIDIA Corp 1.9% Added +42%AAPL Apple Inc. 1.6% Trimmed −6%MSFT Microsoft Corp 1.3% Added +22%AMZN Amazon.com Inc 1.0% Added +51%GOOGL Alphabet Inc. 0.8% Added +54%GOOG Alphabet Inc. 0.7% Added +57%AVGO Broadcom Inc. 0.6% Added +51%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
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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