Retireful, LLC

Q1 2026 13F-HR Holdings

Location
Haslett, MI
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$70,984
Net value change ($000)
-8,742 (-11.0%)
New positions
35
Sold out positions
45
Turnover %
87.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
VDE 2,697 NEW
VPU 2,265 NEW
VV 2,100 NEW
WWD 1,198 NEW
TW 1,169 NEW
XPO 1,116 NEW
HON 1,099 NEW
USFR 1,032 NEW
VRT 972 NEW
BKR 964 132.4%
Top Reduces (Value $000, Stocks/ETFs)
RSP -4,094 -48.3%
XLC -2,130 -100.0%
SPY -2,121 -49.3%
VFH -2,105 -100.0%
VNQ -1,917 -100.0%
EXPE -1,611 -100.0%
AVGO -1,492 -100.0%
GOOGL -1,471 -79.9%
APP -1,303 -100.0%
UAL -1,177 -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