account_balance

Investment manager · 13F filer · SEC CIK 2127635

Retiremitten Financial LLC

Reported value$256Mas of Sep 30, 2026
Positions56 13 new, 4 sold out
Top 10 weight88.4%SPYM alone is 20%
FiledNov 536 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 Spdra Portfolio S&P 500 ETF 20.2% Added +6%
VYM Vanguard High Dividend Yield ETF 14.4% Added +10%
SPYG Spdra Portfolio S&P 500 Growth ETF 13.8% Held
SPAB Spdra Portfolio Aggregate Bond ETF 11.4% Trimmed −5%
SPDW Spdra Portfolio Developed Wld ex-US ETF 8.2% Added +9%
ILTB iShares Core 10 Year USD Bond ETF 6.0% Added +18%
SPHY SPDR Portfolio High Yield Bond ETF 5.5% Trimmed −3%
SPMD Spdra Portfolio S&P 400 Mid Cap ETF 3.9% Added +7%
BSV Vanguard Short-Term Bond ETF 2.9% Trimmed −6%
BND Vanguard Total Bond Market ETF 2.2% New
SPSM Spdra Portfolio S&P 600 Sm Cap ETF 1.9% Added +5%
USRT iShares Core US REIT ETF 1.9% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • BND $5.54M
  • USHY $2.22M
  • ISTB $1.34M
  • MUB $602K
arrow_upwardAdded
  • QQQ +61%
  • VO +28%
  • AAPL +18%
  • ILTB +18%
arrow_downwardTrimmed
  • SPY −15%
  • BSV −6%
  • SPAB −5%
  • VUG −5%
remove_circleSold out
  • IVV $634K
  • JPM $205K
  • IEMG $201K
  • Jefferies Finl Gr Var 30 Due 08/06/30 $28.7K

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.

This is data, not investment advice. About StockToast