Retireful, LLC

Q2 2026 13F-HR Holdings

Location
Haslett, MI
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$107,472
Net value change ($000)
+36,488 (51.4%)
New positions
37
Sold out positions
39
Turnover %
70.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
RSP 5,430 124.1%
SPY 3,785 173.9%
ALAB 3,001 NEW
AMD 2,972 1382.3%
INTC 2,714 NEW
XLV 2,703 NEW
XLY 2,562 NEW
FLEX 2,188 NEW
MRVL 2,117 NEW
XLB 2,069 NEW
Top Reduces (Value $000, Stocks/ETFs)
VDE -2,697 -100.0%
VPU -2,265 -100.0%
VV -2,100 -100.0%
TPR -1,524 -100.0%
SCCO -1,494 -100.0%
BKR -1,454 -85.9%
AMAT -1,276 -100.0%
AEP -1,218 -100.0%
WWD -1,198 -100.0%
TW -1,169 -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