13F Insight
DOSSIER · 13F-HR · Q2 2026

RETIREMENT FINANCIAL SOLUTIONS, LLC

$407M in tracked AUM across 53 positions as of Q2 2026.

RF
CIK 0001962532 · last filed Jun 30, 2026
Total AUM
$407M
as of Q2 2026
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RETIREMENT FINANCIAL SOLUTIONS, 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
AVUS
AMERICAN CENTY ETF TR
$45M353K11.1%02
AVSC
AMERICAN CENTY ETF TR
$29M392K7.1%03
AVUV
AMERICAN CENTY ETF TR
$28M224K6.9%04
SPYM
SPDR SERIES TRUST
$25M283K6.1%05
AVEM
AMERICAN CENTY ETF TR
$24M248K5.9%06
QQQJ
INVESCO EXCH TRADED FD TR II
$21M473K5.3%07
VGLT
VANGUARD SCOTTSDALE FDS
$20M367K5.0%08
VWO
VANGUARD INTL EQUITY INDEX F
$19M315K4.6%09
SCHD
SCHWAB STRATEGIC TR
$15M471K3.7%10
EDV
VANGUARD WORLD FD
$14M221K3.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$148M▲ 1.9%
87 positionsLocked
Showing 12 of 15