Retirement Solution LLC
All 13F Filings
- Location
- Redmond, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 451,459
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 60 | 451,459 | 13F-HR | Retirement Solution LLC |
| Q3 2025 | 2/27/2026 | 48 | 419,289 | 13F-HR/A - RESTATEMENT | Retirement Solution LLC |
| Q3 2025 | 11/4/2025 | 48 | 419,289 | 13F-HR | Retirement Solution LLC |
| Q2 2025 | 2/27/2026 | 44 | 391,781 | 13F-HR/A - RESTATEMENT | Retirement Solution LLC |
| Q2 2025 | 8/7/2025 | 43 | 391,630 | 13F-HR | Retirement Solution LLC |
| Q1 2025 | 2/27/2026 | 39 | 352,446 | 13F-HR/A - RESTATEMENT | Retirement Solution LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 446.5 K | 98.9% | 31.6 K | 0 | 31.6 K |
| ETFs | 4.564 K | 1.0% | 592 | 0 | 592 |
| Debt | 367 | 0.1% | 0 | 20 | -20 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
451,459
Holdings
60
QoQ value change ($000)
32,170
(7.7%)
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.