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

RETIREMENT FINANCIAL SOLUTIONS, LLC

$350M in tracked AUM across 53 positions as of Q1 2026.

RF
CIK 0001962532 · last filed Mar 31, 2026
Total AUM
$350M
as of Q1 2026
Holdings
53
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$146M▲ 15.7%
34 positionsLocked
Showing 12 of 14