RETIREMENT INCOME SOLUTIONS, INC
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 585,093
- Description
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- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 57.04 K | 9.7% | 0 | 345.3 K | -345.3 K |
| ETFs | 526.5 K | 90.0% | 340 K | 0 | 340 K |
| Debt | 1.526 K | 0.3% | 844 | 0 | 844 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
585,093
Holdings
173
QoQ value change ($000)
-4,523
(-0.8%)
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.