RETIREMENT FINANCIAL SOLUTIONS, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 422,992
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 57 | 422,992 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q2 2026 | 7/30/2026 | 53 | 406,791 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q1 2026 | 4/28/2026 | 53 | 349,803 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q4 2025 | 2/13/2026 | 47 | 341,611 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q3 2025 | 3/10/2026 | 45 | 319,491 | 13F-HR/A - NEW HOLDINGS | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q3 2025 | 10/22/2025 | 39 | 163,682 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q2 2025 | 3/10/2026 | 38 | 284,054 | 13F-HR/A - RESTATEMENT | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q2 2025 | 8/5/2025 | 37 | 161,227 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q1 2025 | 3/10/2026 | 37 | 256,888 | 13F-HR/A - RESTATEMENT | RETIREMENT FINANCIAL SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.74 K | 1.6% | 2.009 K | 0 | 2.009 K |
| ETFs | 416.3 K | 98.4% | 14.2 K | 0 | 14.2 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
422,992
Holdings
57
QoQ value change ($000)
16,201
(4.0%)
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.