Retirement Wealth Solutions LLC
All 13F Filings
- Location
- Marshfield, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 189,250
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 907 | 189,250 | 13F-HR | Retirement Wealth Solutions LLC |
| Q2 2026 | 7/7/2026 | 811 | 181,496 | 13F-HR | Retirement Wealth Solutions LLC |
| Q1 2026 | 4/7/2026 | 822 | 158,627 | 13F-HR | Retirement Wealth Solutions LLC |
| Q4 2025 | 1/7/2026 | 760 | 158,243 | 13F-HR | Retirement Wealth Solutions LLC |
| Q3 2025 | 10/8/2025 | 831 | 152,159 | 13F-HR | Retirement Wealth Solutions LLC |
| Q2 2025 | 7/7/2025 | 445 | 136,982 | 13F-HR | Retirement Wealth Solutions LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.45 K | 8.2% | 3.392 K | 0 | 3.392 K |
| ETFs | 165.6 K | 87.5% | 4.736 K | 0 | 4.736 K |
| Debt | 8.197 K | 4.3% | 0 | 367 | -367 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
189,250
Holdings
907
QoQ value change ($000)
7,754
(4.3%)
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.