RETIREMENT GUYS FORMULA LLC
All 13F Filings
- Location
- Maumee, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 217,447
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 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 | 141.3 K | 65.0% | 0 | 34.92 K | -34.92 K |
| ETFs | 75.2 K | 34.6% | 33.23 K | 0 | 33.23 K |
| Debt | 992 | 0.5% | 0 | 186 | -186 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
217,447
Holdings
154
QoQ value change ($000)
-1,875
(-0.9%)
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.