RETIREMENT GUYS FORMULA LLC
All 13F Filings
- Location
- Maumee, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 265,685
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 158 | 265,685 | 13F-HR | RETIREMENT GUYS FORMULA LLC |
| Q1 2026 | 4/22/2026 | 154 | 217,447 | 13F-HR | RETIREMENT GUYS FORMULA LLC |
| Q4 2025 | 1/23/2026 | 150 | 219,322 | 13F-HR | RETIREMENT GUYS FORMULA LLC |
| Q3 2025 | 10/21/2025 | 169 | 284,211 | 13F-HR | RETIREMENT GUYS FORMULA LLC |
| Q2 2025 | 7/15/2025 | 145 | 263,325 | 13F-HR | RETIREMENT GUYS FORMULA LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.9 K | 61.3% | 21.64 K | 0 | 21.64 K |
| ETFs | 101.7 K | 38.3% | 26.52 K | 0 | 26.52 K |
| Debt | 1.077 K | 0.4% | 85 | 0 | 85 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
265,685
Holdings
158
QoQ value change ($000)
48,238
(22.2%)
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.