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Retirement Wealth Solutions LLC

Pension
Location
MARSHFIELD, WI
Portfolio Value
Micro $560,915
Diversification
Diversified
Filing Date
Global Rank
#7,718 / 8,232 ▲ 136
Top Industry
Insurance - Diversified 11.1%
3Y Alpha vs SPY
-2.1%
Period ended 2 months ago
Filed Apr 7, 2026 · 2mo
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+20.7%
SPY
+23.4%
Annualised alpha
-2.0%
Max drawdown
−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

729 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
10.5%
+0.5 pts
Top 5
36.2%
−2.0 pts
Top 10
46.2%
−5.5 pts
HHI
332
Dec 2024 → Mar 2026 · range 252 – 382
Diversified−41

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 33.2% $3,597,927
Financial Services 19.3% $2,090,032
Consumer Cyclical 10.7% $1,163,273
Healthcare 7.6% $823,832
Industrials 7.5% $814,732
Consumer Defensive 5.2% $560,915
Unclassified 5.0% $546,518
Communication Services 4.2% $453,148
Energy 3.0% $327,663
Basic Materials 1.8% $197,303
Utilities 1.3% $143,095
Real Estate 1.1% $114,337

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
AMZN +606 2,549 $530,880
MFG +398 745 $5,915
TAK +352 447 $8,278
LYG +264 1,891 $9,511
ERIC +241 421 $4,744
VOD +227 306 $4,596
HLN +225 393 $3,933
VTRS +200 210 $2,837
ING +196 311 $8,101
PFE +186 470 $13,197
AAPL +171 2,474 $627,876
AGNC +167 392 $3,931
OWL +156 190 $1,734
PSO +138 143 $1,877
PUK +138 246 $6,993
SMFG +129 255 $5,036
EQNR +114 172 $7,258
E +107 188 $10,642
GOOGL +107 488 $140,329
INTC +102 926 $40,864
AMGN +99 118 $41,518
VICI +92 120 $3,278
BUD +90 101 $7,006
ORCL +90 688 $101,211
BHP +86 268 $19,494

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
IAU −6,727 6,018 $530,546
FIS −1,646 2,524 $118,400
CG −591 404 $19,549
BMO −577 509 $68,888
VZ −557 375 $18,825
BGC −376 396 $3,872
ASX −296 1,234 $26,753
DIS −256 215 $20,721
ENB −244 22 $1,191
UBER −242 214 $15,393
PEP −240 247 $38,356
HBAN −234 319 $4,992
YOU −223 163 $7,890
PRU −211 74 $7,229
ORLY −207 423 $39,047
DB −184 161 $4,794
NOW −174 106 $11,082
HOMB −161 270 $7,271
FTI −160 132 $9,125
OPLN −159 106 $3,089
MSFT −149 2,471 $914,690
AAL −145 165 $1,772
FITB −141 439 $20,395
AVGO −139 419 $129,684
MO −126 303 $19,994

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
NFLX 354 $34,037
MCK 10 $8,653
NOC 10 $6,822
ISRG 14 $6,453
BMY 102 $6,186
PTC 32 $4,559
ADI 14 $4,453
LITE 6 $4,216
PSX 19 $3,461
TFC 68 $3,125
MSTR 25 $3,120
RVMD 31 $3,014
LYB 37 $2,980
HON 13 $2,938
VRTX 6 $2,679
MSI 6 $2,603
SNN 75 $2,383
GRMN 10 $2,320
ANET 18 $2,210
LOW 9 $2,126
FISV 38 $2,120
PYPL 46 $2,080
ADSK 8 $1,915
CRWV 24 $1,859
CHCO 15 $1,792

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
EXAS 5,830 $592,094
ADP 29 $7,459
MDLZ 124 $6,674
VRRM 206 $4,616
HDB 102 $3,727
MDGL 4 $2,329
MEDP 4 $2,246
KD 63 $1,673
RACE 4 $1,478
KHC 40 $970
FSV 6 $933
WY 36 $852
BCO 7 $817
TRMB 7 $548
CMS 6 $419
FG 10 $308
GPK 20 $301
VNOM 7 $270
OSIS 1 $255
GPN 3 $232
AFL 2 $220
GPC 1 $122
ESRT 18 $117
SRPT 5 $107
ATKR 1 $63

Portfolio Positions

Export CSV View 13F filing
44 positions · $560,915 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
WMT
Walmart Inc.
Consumer Defensive 		678 $84,261 15.02%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		483 $69,764 12.44%
PM
Philip Morris International Inc.
Consumer Defensive 		393 $64,978 11.58%
COST
Costco Wholesale Corp /New
Consumer Defensive 		54 $53,807 9.59%
KO
Coca Cola Co
Consumer Defensive 		613 $46,618 8.31%
PEP
Pepsico Inc
Consumer Defensive 		247 $38,356 6.84%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		467 $27,305 4.87%
MNST
Monster Beverage Corp
Consumer Defensive 		283 $20,506 3.66%
PSMT
Pricesmart Inc
Consumer Defensive 		135 $20,317 3.62%
MO
Altria Group, Inc.
Consumer Defensive 		303 $19,994 3.56%
CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive 		216 $19,584 3.49%
KOF
Coca Cola Femsa Sab De CV
Consumer Defensive 		176 $17,168 3.06%
USFD
US Foods Holding Corp.
Consumer Defensive 		185 $17,058 3.04%
CLX
Clorox Co /De/
Consumer Defensive 		127 $13,161 2.35%
UL
Unilever PLC
Consumer Defensive 		129 $7,349 1.31%
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive 		101 $7,006 1.25%
GHC
Graham Holdings Co
Consumer Defensive 		4 $4,229 0.75%
SYY
Sysco Corp
Consumer Defensive 		56 $3,994 0.71%
TGT
Target Corp
Consumer Defensive 		23 $2,787 0.50%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		28 $2,755 0.49%
DAR
Darling Ingredients Inc.
Consumer Defensive 		43 $2,659 0.47%
BG
Bunge Global SA
Consumer Defensive 		14 $1,780 0.32%
KVUE
Kenvue Inc.
Consumer Defensive 		101 $1,741 0.31%
PFGC
Performance Food Group Co
Consumer Defensive 		15 $1,284 0.23%
SPB
Spectrum Brands Holdings, Inc.
Consumer Defensive 		17 $1,252 0.22%
HSY
Hershey Co
Consumer Defensive 		6 $1,247 0.22%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		15 $1,156 0.21%
DEO
Diageo PLC
Consumer Defensive 		15 $1,116 0.20%
ANDE
Andersons, Inc.
Consumer Defensive 		13 $933 0.17%
INGR
Ingredion Inc
Consumer Defensive 		8 $901 0.16%
KR
Kroger Co
Consumer Defensive 		11 $795 0.14%
DG
Dollar General Corp
Consumer Defensive 		6 $712 0.13%
STRA
Strategic Education, Inc.
Consumer Defensive 		8 $663 0.12%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		6 $657 0.12%
TSN
Tyson Foods, Inc.
Consumer Defensive 		10 $640 0.11%
CELH
Celsius Holdings, Inc.
Consumer Defensive 		17 $603 0.11%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		7 $508 0.09%
KMB
Kimberly Clark Corp
Consumer Defensive 		5 $482 0.09%
OLLI
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive 		4 $368 0.07%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		4 $169 0.03%
GIS
General Mills Inc
Consumer Defensive 		4 $148 0.03%
MICC
Magnum Ice Cream Co N.V.
Consumer Defensive 		7 $104 0.02%
KHC
Kraft Heinz Co
Consumer Defensive 		0 $0 0.00%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		0 $0 0.00%

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