Retireful, LLC

Q4 2025 13F-HR Holdings

Location
Haslett, MI
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$79,726
Net value change ($000)
-23,757 (-23.0%)
New positions
52
Sold out positions
51
Turnover %
102.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RSP 8,470 NEW
XLU 2,110 NEW
VNQ 1,917 NEW
SCCO 1,194 NEW
GM 1,151 NEW
CAT 1,115 NEW
JKHY 937 NEW
EPAM 935 NEW
RL 901 NEW
AMAT 893 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -6,984 -61.9%
JPST -2,850 -84.9%
GBIL -2,810 -71.7%
USFR -2,491 -100.0%
VCR -2,245 -100.0%
VV -2,242 -100.0%
BIL -2,199 -61.7%
SCHX -2,196 -100.0%
STIP -2,022 -100.0%
ANET -1,655 -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