RETIREMENT INCOME SOLUTIONS, INC

All 13F Filings

Location
Ann Arbor, MI
Most recent 13F
Q2 2026
Holdings value ($000)
580,836
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
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.