RETIREMENT INCOME SOLUTIONS, INC
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 705,872
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/10/2026 | 190 | 705,872 | 13F-HR | RETIREMENT INCOME SOLUTIONS, INC |
| Q2 2026 | 11/10/2026 | 192 | 683,840 | 13F-HR/A - NEW HOLDINGS | RETIREMENT INCOME SOLUTIONS, INC |
| 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 | 66.47 K | 9.4% | 11.78 K | 0 | 11.78 K |
| ETFs | 614.1 K | 87.0% | 89.52 K | 0 | 89.52 K |
| Debt | 25.27 K | 3.6% | 23.74 K | 0 | 23.74 K |
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Fund Snapshot
Q3 2026
Latest filed
11/10/2026
Total value ($000)
705,872
Holdings
190
QoQ value change ($000)
125,036
(21.5%)
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.