RETIREMITTEN FINANCIAL LLC
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
62 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.1% | $1,231,255 |
| Industrials | 19.4% | $918,638 |
| Financial Services | 19.2% | $908,284 |
| Technology | 16.7% | $791,505 |
| Consumer Cyclical | 6.1% | $289,994 |
| Utilities | 6.0% | $285,189 |
| Communication Services | 4.6% | $217,391 |
| Consumer Defensive | 0.8% | $39,683 |
| Energy | 0.6% | $26,932 |
| Healthcare | 0.4% | $16,556 |
| Basic Materials | 0.0% | $83 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,132 | $736,184 | 15.58% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 829 | $587,313 | 12.43% | |
| CMI |
Cummins Inc
Industrials
|
First | 609 | $327,654 | 6.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 605 | $289,916 | 6.14% | |
| XEL |
Xcel Energy Inc
Utilities
|
First | 3,590 | $285,189 | 6.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 481 | $277,623 | 5.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,149 | $239,302 | 5.06% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,329 | $231,777 | 4.90% | |
| AAPL |
Apple Inc.
Technology
|
First | 887 | $225,111 | 4.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 652 | $191,792 | 4.06% | |
| MSFT |
Microsoft Corp
Technology
|
First | 503 | $186,195 | 3.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 185 | $105,844 | 2.24% | |
| GLD |
Spdr Gold Trust
|
First | 223 | $95,954 | 2.03% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 184 | $85,226 | 1.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 271 | $77,779 | 1.65% | |
| V |
Visa Inc.
Financial Services
|
First | 251 | $75,862 | 1.61% | |
| EAD |
Allspring Income Opportunities Fund
Financial Services
|
First | 10,000 | $64,800 | 1.37% | |
| MMT |
Aberdeen Multi-Market Income Fund
Financial Services
|
First | 13,562 | $62,656 | 1.33% | |
| IAE |
Voya Asia Pacific High Dividend Equity Income Fund
Financial Services
|
First | 7,200 | $53,064 | 1.12% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
First | 5,000 | $51,500 | 1.09% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
First | 6,000 | $51,120 | 1.08% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 133 | $41,164 | 0.87% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 407 | $40,313 | 0.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 105 | $39,033 | 0.83% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 944 | $36,268 | 0.77% | |
| SHOP |
Shopify Inc.
Technology
|
First | 250 | $29,655 | 0.63% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 35 | $29,609 | 0.63% | |
| ASML |
Asml Holding NV
Technology
|
First | 21 | $27,737 | 0.59% | |
| T |
At&T Inc.
Communication Services
|
First | 800 | $23,192 | 0.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 134 | $19,354 | 0.41% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
First | 450 | $15,966 | 0.34% | |
| CVX |
Chevron Corp
Energy
|
First | 66 | $13,655 | 0.29% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
First | 33 | $11,168 | 0.24% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 11 | $10,578 | 0.22% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 110 | $10,576 | 0.22% | |
| SBR |
Sabine Royalty Trust
Energy
|
First | 125 | $9,417 | 0.20% | |
| MS |
Morgan Stanley
Financial Services
|
First | 55 | $9,051 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 33 | $8,066 | 0.17% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 52 | $7,247 | 0.15% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
First | 50 | $6,767 | 0.14% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
First | 32 | $5,550 | 0.12% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 36 | $4,420 | 0.09% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 36 | $4,363 | 0.09% | |
| WM |
Waste Management Inc
Industrials
|
First | 14 | $3,217 | 0.07% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 62 | $3,022 | 0.06% | |
| MA |
Mastercard Inc
Financial Services
|
First | 6 | $2,997 | 0.06% | |
| BKR |
Baker Hughes Co
Energy
|
First | 41 | $2,503 | 0.05% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 12 | $1,923 | 0.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 8 | $1,357 | 0.03% | |
| SNPS |
Synopsys Inc
Technology
|
First | 3 | $1,189 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.