Retirement Management Systems Inc.
All 13F Filings
- Location
- Stevensville, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 488,464
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 55 | 488,464 | 13F-HR | Retirement Management Systems Inc. |
| Q1 2026 | 4/14/2026 | 51 | 414,910 | 13F-HR | Retirement Management Systems Inc. |
| Q4 2025 | 2/12/2026 | 54 | 390,707 | 13F-HR | Retirement Management Systems Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.55 K | 7.5% | 0 | 16.68 K | -16.68 K |
| ETFs | 451.9 K | 92.5% | 90.24 K | 0 | 90.24 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
488,464
Holdings
55
QoQ value change ($000)
73,554
(17.7%)
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.