DOSSIER · 13F-HR · Q1 2026
RETIREMENT GUYS FORMULA LLC
RETIREMENT GUYS FORMULA's family office based in Chicago, IL — $217M in tracked AUM across 154 positions as of Q1 2026.
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RETIREMENT GUYS FORMULA·Chicago, IL·Family Office
CIK 0001933059 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Retirement Guys Formula LLC manages a portfolio with a total market value of $219.32 million as of December 31, 2025. The firm executed a significant expansion strategy during the quarter, increasing the portfolio's total value by 47.6% (up from $148.60 million in the prior quarter). This growth was driven by a combination of capital inflows and market appreciation.
The portfolio is highly diversified, comprising 150 individual holdings. The investment str...
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.
Filing history
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