DOSSIER · 13F-HR · Q2 2026

Golden Reserve Retirement LLC

$635M in tracked AUM across 112 positions as of Q2 2026.

GR
CIK 0002066488 · last filed Jun 30, 2026
Total AUM
$635M
as of Q2 2026
Holdings
112
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Golden Reserve Retirement LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$152M410K23.9%
02
SCHG
SCHWAB STRATEGIC TR
$144M4.2M22.7%
03
QQQ
INVESCO QQQ TR
$80M109K12.7%
04
SCHD
SCHWAB STRATEGIC TR
$74M2.3M11.7%
05
SCHA
SCHWAB STRATEGIC TR
$55M1.5M8.7%
06
AAPL
APPLE INC
$10M35K1.6%
07
NVDA
NVIDIA CORPORATION
$8M40K1.3%
08
MSFT
MICROSOFT CORP
$5M14K0.8%
09
AMZN
AMAZON COM INC
$4M18K0.7%
10
GOOGL
ALPHABET INC
$4M10K0.6%

Filing history

2026Q2Jun 30
$635M 31.0%
112 positionsView →
2026Q1Mar 31
$485M 10.5%
104 positionsView →
2025Q4Dec 31
$542M 12130.6%
130 positionsView →
2025Q3Sep 30
$4M 98.6%
12 positionsView →
2025Q2Jun 30
$312M 10039.2%
18 positionsLocked
2025Q1Mar 31
$3M
6 positionsLocked