DOSSIER · 13F-HR · Q2 2026
RETIREMENT GUYS FORMULA LLC
$266M in tracked AUM across 158 positions as of Q2 2026.
RG
CIK 0001933059 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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