Institutional Fund
Retirement Wealth Solutions LLC
Marshfield, WICIK 20447415 filings on record
Portfolio Value
$158.63M
Q1 2026
Holdings
813
Reported positions
New Buys
104
Opened this quarter
QoQ Change
+0.2%
from $158.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.6%
- Ishares Tr9.9%
- Vanguard Tax-Managed Fds8.9%
- Vanguard Charlotte Fds4.1%
- Blackrock ETF Trust3.9%
- Vanguard Bd Index Fds3.8%
- Other53.8%
Portfolio Holdings
813 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 41.4K | $24.72M | 15.6% | +70 | Added |
| 2 | Ishares Tr | 24.1K | $15.73M | 9.9% | +3.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 221.2K | $14.18M | 8.9% | −24.8K | Reduced |
| 4 | Vanguard Charlotte Fds | 134.8K | $6.48M | 4.1% | +6.6K | Added |
| 5 | Blackrock ETF Trust | 105.6K | $6.15M | 3.9% | +2.9K | Added |
| 6 | Vanguard Bd Index Fds | 76.5K | $6.00M | 3.8% | +5.9K | Added |
| 7 | Vanguard Intl Equity Index F | 108.4K | $5.86M | 3.7% | −12.3K | Reduced |
| 8 | Ishares Tr | 47.0K | $5.31M | 3.4% | +4.6K | Added |
| 9 | Ishares Tr | 24.6K | $5.20M | 3.3% | −861 | Reduced |
| 10 | Ishares Inc | 72.9K | $5.09M | 3.2% | +2.6K | Added |
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