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

RETIREMENT INCOME SOLUTIONS, INC

$585M in tracked AUM across 173 positions as of Q1 2026.

RI
CIK 0001730386 · last filed Mar 31, 2026
Total AUM
$585M
as of Q1 2026
Holdings
173
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

RETIREMENT INCOME SOLUTIONS, INC 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
SPYM
SPDR SERIES TRUST
$142M1.9M24.3%02
SPY
STATE STR SPDR S&P 500 ETF T
$45M70K7.8%03
SPMD
SPDR SERIES TRUST
$42M717K7.3%04
JPST
J P MORGAN EXCHANGE TRADED F
$36M719K6.2%05
IVV
ISHARES TR
$36M55K6.1%06
MINT
PIMCO ETF TR
$35M347K6.0%07
IWF
ISHARES TR
$18M42K3.1%08
IJH
ISHARES TR
$16M234K2.7%09
GLDM
WORLD GOLD TR
$12M130K2.1%10
SPYX
SPDR SERIES TRUST
$9M169K1.5%

Filing history

2026Q1Mar 31
$585M▼ 0.8%
173 positionsView →2025Q4Dec 31
$590M▲ 0.8%
170 positionsView →2025Q3Sep 30
$585M▲ 7.3%
165 positionsView →2025Q2Jun 30
$545M▲ 14.0%
158 positionsLocked2025Q1Mar 31
$478M▼ 3.6%
146 positionsLocked2024Q4Dec 31
$496M▲ 13.2%
149 positionsLocked2024Q3Sep 30
$438M▲ 5.8%
146 positionsLocked2024Q2Jun 30
$414M▼ 6.1%
141 positionsLocked2024Q1Mar 31
$441M▲ 9.6%
156 positionsLocked2023Q4Dec 31
$402M▲ 12.6%
143 positionsLocked2023Q3Sep 30
$357M▼ 4.3%
129 positionsLocked2023Q2Jun 30
$374M▲ 8.9%
139 positionsLocked
Showing 12 of 31