Retireful, LLC

Q3 2025 13F-HR Holdings

Location
Haslett, MI
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
93
Total value ($000)
$103,483
Net value change ($000)
-41,631 (-28.7%)
New positions
49
Sold out positions
100
Turnover %
116.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
JPST 2,803 506.0%
VCR 2,245 NEW
VV 2,242 NEW
SCHX 2,196 NEW
VFH 2,172 NEW
BOND 1,470 NEW
AGG 1,432 NEW
IUSB 1,379 NEW
APP 1,359 NEW
BIV 1,240 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBTH -2,993 -100.0%
IBTI -2,947 -100.0%
VGIT -2,676 -100.0%
ISHG -2,636 -100.0%
XLK -2,458 -100.0%
RLY -2,298 -100.0%
VIS -2,275 -100.0%
ICVT -1,802 -100.0%
XLV -1,686 -100.0%
AOR -1,564 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type