Retirement Wealth Solutions LLC Top Holdings and 13F Report (2025) About Retirement Wealth Solutions LLCInvestment ActivityRetirement Wealth Solutions LLC has $118.28 million in total holdings as of December 31, 2024.Retirement Wealth Solutions LLC owns shares of 439 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $23,954,689Vanguard FTSE Developed Markets ETF $12,441,349iShares Core S&P 500 ETF $12,222,539Vanguard Total International Bond ETF $5,990,831Vanguard Short-Term Bond ETF $5,160,924 Sector AllocationMap of 500 Largest Holdings ofRetirement Wealth Solutions LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$23,954,68944,86820.3%ETFVEAVanguard FTSE Developed Markets ETF$12,441,349261,75810.5%ETFIVViShares Core S&P 500 ETF$12,222,53920,95310.3%ETFBNDXVanguard Total International Bond ETF$5,990,831123,4465.1%ETFBSVVanguard Short-Term Bond ETF$5,160,92467,0424.4%ETFVWOVanguard FTSE Emerging Markets ETF$5,001,114116,8214.2%ETFVXFVanguard Extended Market ETF$3,814,84820,1893.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,113,91961,3582.6%ETFIVWiShares S&P 500 Growth ETF$3,052,56330,1992.6%ETFIUSBiShares Core Total USD Bond Market ETF$2,615,46358,4202.2%ManufacturingVMBSVanguard Mortgage-Backed Securities ETF$2,378,57553,1292.0%ETFQUALiShares MSCI USA Quality Factor ETF$2,341,76213,2792.0%ETFEFViShares MSCI EAFE Value ETF$2,287,49644,0921.9%ETFEFGiShares MSCI EAFE Growth ETF$2,274,84323,5221.9%ETFBIVVanguard Intermediate-Term Bond ETF$2,231,68230,1901.9%ETFBLVVanguard Long-Term Bond ETF$2,199,90532,7901.9%ETFMUBiShares National Muni Bond ETF$2,139,25620,2491.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,060,36021,4751.7%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,532,80827,6931.3%ManufacturingIYWiShares U.S. Technology ETF$1,353,6188,5751.1%ManufacturingIEFAiShares Core MSCI EAFE ETF$1,236,21117,7231.0%ETFESGUiShares ESG Aware MSCI USA ETF$993,8637,7830.8%ManufacturingMSFTMicrosoft$974,2012,3250.8%Computer and TechnologyIVEiShares S&P 500 Value ETF$913,7544,8560.8%ETFIJHiShares Core S&P Mid-Cap ETF$905,44314,6300.8%ETFVTIVanguard Total Stock Market ETF$700,8012,4390.6%ETFMBBiShares MBS ETF$700,1287,7350.6%ETFBNDVanguard Total Bond Market ETF$590,4448,2880.5%ETFOEFiShares S&P 100 ETF$579,4412,0280.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$490,7672,3720.4%ETFBINCiShares Flexible Income Active ETF$433,3368,3430.4%ETFVXUSVanguard Total International Stock ETF$398,7066,8470.3%ETFAAPLApple$383,2241,6180.3%Computer and TechnologyVUGVanguard Growth ETF$350,2968600.3%ETFEXASExact Sciences$326,6835,7820.3%MedicalTLTiShares 20+ Year Treasury Bond ETF$322,7093,7760.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$316,7996,1890.3%ETFFISFidelity National Information Services$308,0513,9940.3%Business ServicesNVDANVIDIA$304,5902,2410.3%Computer and TechnologyAMZNAmazon.com$288,7821,3190.2%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$286,4672,9330.2%ETFVTVVanguard Value ETF$271,2381,6170.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$267,5587,6620.2%ETFIWMiShares Russell 2000 ETF$226,9911,0470.2%FinanceHDHome Depot$197,9055080.2%Retail/WholesaleIAUiShares Gold Trust$176,5123,4760.1%FinanceIFRAiShares U.S. Infrastructure ETF$172,8433,8140.1%ETFMETAMeta Platforms$168,1302730.1%Computer and TechnologyVGTVanguard Information Technology ETF$140,4782290.1%ETFIEViShares Europe ETF$138,1242,6420.1%ETFEEMiShares MSCI Emerging Markets ETF$136,5433,3230.1%FinanceMCDMcDonald's$133,9044740.1%Retail/WholesaleIXCiShares Global Energy ETF$129,9803,3040.1%ETFLLYEli Lilly and Company$119,1281490.1%MedicalMAMastercard$110,2932190.1%Business ServicesBMOBank of Montreal$105,8201,0860.1%FinanceBRK.BBerkshire Hathaway$104,4682360.1%FinanceORCLOracle$101,3526560.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$98,8181,9880.1%ETFCSCOCisco Systems$96,0981,6360.1%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$92,0981,0370.1%ETFPGProcter & Gamble$87,5545520.1%Consumer StaplesURIUnited Rentals$80,5131200.1%ConstructionVBVanguard Small-Cap ETF$76,4623210.1%ETFJPMJPMorgan Chase & Co.$75,0723130.1%FinanceJNJJohnson & Johnson$72,7295120.1%MedicalPEPPepsiCo$72,0765050.1%Consumer StaplesCRMSalesforce$67,2802120.1%Computer and TechnologyMRKMerck & Co., Inc.$64,4766500.1%MedicalNOWServiceNow$63,524620.1%Computer and TechnologyWMTWalmart$62,8846760.1%Retail/WholesaleUNHUnitedHealth Group$62,3911200.1%MedicalAMATApplied Materials$62,2403630.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$61,8643370.1%ETFGOVTiShares U.S. Treasury Bond ETF$59,6752,6800.1%ETFINTUIntuit$58,081930.0%Computer and TechnologyCGThe Carlyle Group$57,0911,1350.0%FinanceCMGChipotle Mexican Grill$56,2189950.0%Retail/WholesaleCOSTCostco Wholesale$55,495590.0%Retail/WholesaleCPRTCopart$54,3619770.0%Business ServicesPMPhilip Morris International$53,6554580.0%Consumer StaplesQCOMQUALCOMM$53,3743400.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$52,5401830.0%FinanceDISWalt Disney$50,4124640.0%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$48,4032510.0%ETFLAM RESEARCH CORP$46,6836250.0%COM NEWVZVerizon Communications$46,6651,2340.0%Computer and TechnologyPHParker-Hannifin$46,623740.0%Industrial ProductsXOMExxon Mobil$45,7794300.0%Oils/EnergyAAgilent Technologies$45,6133320.0%Computer and TechnologyORLYO'Reilly Automotive$45,509380.0%Retail/WholesaleBLACKROCK INC$44,984470.0%COMTRUTransUnion$44,2385100.0%Business ServicesLYVLive Nation Entertainment$43,5653390.0%Consumer DiscretionaryVHTVanguard Health Care ETF$42,7421660.0%ETFBACBank of America$42,4349410.0%FinanceMLMMartin Marietta Materials$41,402810.0%ConstructionAPOApollo Global Management$39,0692510.0%FinanceKOCoca-Cola$37,4456130.0%Consumer StaplesPRUPrudential Financial$37,4053270.0%FinanceShowing largest 100 holdings. View all holdings. 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