DOSSIER · 13F-HR · Q2 2026
Retirement Solution LLC
$511M in tracked AUM across 75 positions as of Q2 2026.
RS
CIK 0001914606 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Retirement Solution LLC manages a portfolio totaling approximately $451.46 million as of December 31, 2025, distributed across 60 individual holdings. The firm has adopted a highly concentrated, core-satellite investment strategy heavily weighted toward passive factor investing. The portfolio experienced robust growth of 14.9% over the quarter, increasing in value from $392.86 million.
A defining characteristic of this portfolio is its heavy reliance on Dimensional ETF Tr...
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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