Retirement Wealth Solutions LLC
All 13F Filings
- Location
- Marshfield, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 158,627
- 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 |
|---|---|---|---|---|---|
| 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 | 10.41 K | 6.6% | 0 | 36.65 K | -36.65 K |
| ETFs | 139.7 K | 88.1% | 39.86 K | 0 | 39.86 K |
| Debt | 8.491 K | 5.4% | 534 | 0 | 534 |
| Other | 0 | 0.0% | 0 | 3.39 K | -3.39 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
158,627
Holdings
822
QoQ value change ($000)
384
(0.2%)
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.