RETIREMENT CAPITAL STRATEGIES
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 287,969
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 68 | 287,969 | 13F-HR | RETIREMENT CAPITAL STRATEGIES |
| Q1 2026 | 5/14/2026 | 62 | 264,597 | 13F-HR | RETIREMENT CAPITAL STRATEGIES |
| Q4 2025 | 2/13/2026 | 68 | 269,681 | 13F-HR | RETIREMENT CAPITAL STRATEGIES |
| Q3 2025 | 11/12/2025 | 62 | 260,683 | 13F-HR | RETIREMENT CAPITAL STRATEGIES |
| Q2 2025 | 8/11/2025 | 64 | 252,383 | 13F-HR | RETIREMENT CAPITAL STRATEGIES |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.64 K | 13.4% | 0 | 3.748 K | -3.748 K |
| ETFs | 248.9 K | 86.6% | 31.66 K | 0 | 31.66 K |
| Debt | 0 | 0.0% | 0 | 2.856 K | -2.856 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
287,969
Holdings
68
QoQ value change ($000)
23,372
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.