DOSSIER · 13F-HR · Q1 2026

Golden Reserve Retirement LLC

$485M in tracked AUM across 104 positions as of Q1 2026.

GR
CIK 0002066488 · last filed Mar 31, 2026
Total AUM
$485M
as of Q1 2026
Holdings
104
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Golden Reserve Retirement LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$127M397K26.3%
02
SCHG
SCHWAB STRATEGIC TR
$118M4.1M24.4%
03
SCHD
SCHWAB STRATEGIC TR
$70M2.3M14.5%
04
QQQ
INVESCO QQQ TR
$62M108K12.9%
05
SCHA
SCHWAB STRATEGIC TR
$44M1.5M9.0%
06
NVDA
NVIDIA CORPORATION
$4M22K0.8%
07
AAPL
APPLE INC
$3M13K0.7%
08
MSFT
MICROSOFT CORP
$3M7K0.5%
09
AMZN
AMAZON COM INC
$2M10K0.4%
10
GOOGL
ALPHABET INC
$2M5K0.3%

Filing history

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