RETIREMENT INCOME SOLUTIONS, INC

All 13F Filings

Location
Ann Arbor, MI
Most recent 13F
Q2 2026
Holdings value ($000)
580,836
Description
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Website
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Founded
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Chairman
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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 8/3/2026 172 580,836 13F-HR RETIREMENT INCOME SOLUTIONS, INC
Q1 2026 5/4/2026 173 585,093 13F-HR RETIREMENT INCOME SOLUTIONS, INC
Q4 2025 1/27/2026 170 589,616 13F-HR RETIREMENT INCOME SOLUTIONS, INC
Q3 2025 10/14/2025 165 584,815 13F-HR RETIREMENT INCOME SOLUTIONS, INC
Q2 2025 7/15/2025 158 545,021 13F-HR RETIREMENT INCOME SOLUTIONS, INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 54.69 K 9.4% 0 2.345 K -2.345 K
ETFs 524.6 K 90.3% 0 1.913 K -1.913 K
Debt 1.526 K 0.3% 0 0 0
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
580,836
Holdings
172
QoQ value change ($000)
-4,257 (-0.7%)
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.