RETIREMENT FINANCIAL SOLUTIONS, LLC

Q1 2025 13F-HR/A Holdings

Location
Knoxville, TN
Holdings as of
3/31/2025
Date filed
3/10/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
37
Total value ($000)
$256,888
Net value change ($000)
—
New positions
37
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 3/10/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
SPYM 30,653 —
VO 20,013 —
VBR 19,243 —
SPSM 18,735 —
IEF 17,449 —
QQQM 14,812 —
EEM 14,117 —
SHYG 11,012 —
HEDJ 10,992 —
TLT 10,122 —
Top Reduces (Value $000, Stocks/ETFs)
—
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