13F Insight
DOSSIER · 13F-HR · Q1 2026

RETIREMENT CAPITAL STRATEGIES

RETIREMENT STRATEGIES's family office based in Boston, MA — $265M in tracked AUM across 62 positions as of Q1 2026.

RS
RETIREMENT STRATEGIES·Boston, MA·Family Office
CIK 0001672681 · last filed Mar 31, 2026
Total AUM
$265M
▼ 12.6%
vs prior
Holdings
62
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RETIREMENT CAPITAL STRATEGIES 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
VT
VANGUARD INTL EQUITY INDEX F
$30M218K11.4%
02
VTI
VANGUARD INDEX FDS
$28M88K10.6%
03
BIV
VANGUARD BD INDEX FDS
$20M255K7.4%
04
AGG
ISHARES TR
$19M194K7.3%
05
VOO
VANGUARD INDEX FDS
$14M24K5.3%
06
JPST
J P MORGAN EXCHANGE TRADED F
$11M223K4.3%
07
SPTM
SPDR SERIES TRUST
$11M133K4.0%
08
EFIV
SPDR SERIES TRUST
$10M157K3.7%
09
IUSB
ISHARES TR
$10M214K3.7%
10
BND
VANGUARD BD INDEX FDS
$9M125K3.5%

Filing history

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