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

RETIREMENT FINANCIAL SOLUTIONS, LLC

RETIREMENT FINANCIAL SOLUTIONS's hedge fund based in Greenwich, CT — $350M in tracked AUM across 53 positions as of Q1 2026.

RF
RETIREMENT FINANCIAL SOLUTIONS·Greenwich, CT·Hedge Fund
CIK 0001962532 · last filed Mar 31, 2026
Total AUM
$350M
▼ 10.3%
vs prior
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RETIREMENT FINANCIAL SOLUTIONS, 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
AVUS
AMERICAN CENTY ETF TR
$37M336K10.7%
02
AVUV
AMERICAN CENTY ETF TR
$24M215K6.8%
03
AVSC
AMERICAN CENTY ETF TR
$23M377K6.7%
04
SPYM
SPDR SERIES TRUST
$21M275K6.0%
05
VGLT
VANGUARD SCOTTSDALE FDS
$18M318K5.0%
06
QQQJ
INVESCO EXCH TRADED FD TR II
$17M456K4.7%
07
VWO
VANGUARD INTL EQUITY INDEX F
$16M300K4.6%
08
SCHD
SCHWAB STRATEGIC TR
$14M470K4.1%
09
IEF
ISHARES TR
$12M125K3.4%
10
AVEM
AMERICAN CENTY ETF TR
$12M145K3.3%

Filing history

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