DOSSIER · 13F-HR · Q1 2026

RETIREMITTEN FINANCIAL LLC

$207M in tracked AUM across 184 positions as of Q1 2026.

RF
CIK 0002127635 · last filed Mar 31, 2026
Total AUM
$207M
as of Q1 2026
Holdings
184
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

RETIREMITTEN FINANCIAL 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
SPYM
SPDR Portfolio S&P 500 ETF
$42M555K20.5%
02
SPAB
SPDR Portfolio Aggregate Bond ETF
$29M1.1M14.1%
03
VYM
Vanguard High Dividend Yield ETF
$28M191K13.7%
04
SPYG
SPDR Portfolio S&P 500 Growth ETF
$27M280K13.2%
05
SPHY
SPDR Portfolio High Yield Bond ETF
$14M582K6.6%
06
SPDW
SPDR Portfolio Developed Wld exUS ETF
$13M292K6.5%
07
ILTB
iShares Core 10 Year USD Bond ETF
$12M253K6.0%
08
SPMD
SPDR Portfolio SP 400 Mid Cap ETF
$8M137K3.9%
09
BSV
Vanguard ShortTerm Bond ETF
$7M94K3.6%
10
SPSM
SPDR Portfolio SP 600 Sm Cap ETF
$4M85K2.0%

Filing history

2026Q1Mar 31
$207M
184 positionsView →