Holdings of Retirement Wealth Solutions LLC
774 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 60.9 % of the equity sleeve
Sector breakdown
- Funds 35.5 %
- Technology 2.2 %
- Financials 1.2 %
- Consumer discretionary 0.7 %
- Health care 0.4 %
- Industrials 0.4 %
- Communication 0.3 %
- Consumer staples 0.3 %
- Energy 0.1 %
- Materials 0.1 %
- Utilities 0.1 %
- Unattributed 58.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.1 %
- NL 0.0 %
- JP 0.0 %
- ES 0.0 %
- TW 0.0 %
- AU 0.0 %
- MX 0.0 %
- DE 0.0 %
- IT 0.0 %
- FR 0.0 %
- LU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 723 | 155M $ | 99.73 % |
| 2 | GB | 19 | 143.6K $ | 0.09 % |
| 3 | NL | 4 | 54.3K $ | 0.03 % |
| 4 | JP | 6 | 45.5K $ | 0.03 % |
| 5 | ES | 2 | 40.3K $ | 0.03 % |
| 6 | TW | 2 | 28.8K $ | 0.02 % |
| 7 | AU | 2 | 20K $ | 0.01 % |
| 8 | MX | 2 | 17.5K $ | 0.01 % |
| 9 | DE | 1 | 11.6K $ | 0.01 % |
| 10 | IT | 1 | 10.6K $ | 0.01 % |
| 11 | FR | 2 | 8.8K $ | 0.01 % |
| 12 | LU | 1 | 8.8K $ | 0.01 % |