RETIREMENT CAPITAL STRATEGIES
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 264,597
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.39 K | 16.2% | 0 | 151.7 K | -151.7 K |
| ETFs | 217.2 K | 82.8% | 153.8 K | 0 | 153.8 K |
| Debt | 2.856 K | 1.1% | 2.448 K | 0 | 2.448 K |
| Other | 0 | 0.0% | 0 | 10.43 K | -10.43 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
264,597
Holdings
62
QoQ value change ($000)
-5,084
(-1.9%)
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.