Retireful, LLC

Q3 2026 13F-HR Holdings

Location
Haslett, MI
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$116,108
Net value change ($000)
+8,636 (8.0%)
New positions
43
Sold out positions
39
Turnover %
92.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 5,918 NEW
XLK 3,159 NEW
SCHX 3,008 NEW
VHT 2,911 NEW
XLC 2,908 NEW
PSTG 2,618 NEW
GSEW 2,530 NEW
ILMN 2,471 NEW
PANW 2,087 453.7%
AAPL 2,056 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -6,969 -71.1%
GLW -3,839 -100.0%
AMD -3,187 -100.0%
ALAB -3,001 -100.0%
INTC -2,714 -100.0%
XLV -2,703 -100.0%
XLY -2,562 -100.0%
FIX -2,226 -100.0%
XLB -2,069 -100.0%
XLU -2,061 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type