13F Insight
DOSSIER · 13F-HR · Q3 2026

RETIREMENT FINANCIAL SOLUTIONS, LLC

$423M in tracked AUM across 57 positions as of Q3 2026.

RF
CIK 0001962532 · last filed Sep 30, 2026
Total AUM
$423M
as of Q3 2026
Holdings
57
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RETIREMENT FINANCIAL SOLUTIONS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$46M363K11.0%02
AVSC
AMERICAN CENTY ETF TR
$28M401K6.6%03
AVUV
AMERICAN CENTY ETF TR
$27M233K6.5%04
SPYM
SPDR SERIES TRUST
$26M289K6.1%05
AVEM
AMERICAN CENTY ETF TR
$25M266K5.9%06
QQQJ
INVESCO EXCH TRADED FD TR II
$21M488K5.1%07
VGLT
VANGUARD SCOTTSDALE FDS
$20M394K4.7%08
SCHD
SCHWAB STRATEGIC TR
$16M484K3.7%09
GRNJ
TIDAL TRUST III
$15M505K3.5%10
MGC
VANGUARD WORLD FD
$15M52K3.5%

Filing history

2026Q3Sep 30
$423M▲ 4.0%
57 positionsView →2026Q2Jun 30
$407M▲ 16.3%
53 positionsView →2026Q1Mar 31
$350M▲ 2.4%
53 positionsView →2025Q4Dec 31
$342M▼ 29.3%
47 positionsView →2025Q3Sep 30
$483M▲ 70.1%
84 positionsLocked2025Q2Jun 30
$284M▲ 10.6%
38 positionsLocked2025Q1Mar 31
$257M▲ 38.5%
37 positionsLocked2024Q4Dec 31
$185M▼ 18.8%
37 positionsLocked2024Q3Sep 30
$228M▲ 7.5%
40 positionsLocked2024Q2Jun 30
$212M▲ 9.2%
40 positionsLocked2024Q1Mar 31
$195M▲ 10.2%
40 positionsLocked2023Q4Dec 31
$177M▲ 19.0%
47 positionsLocked
Showing 12 of 16