RETIREMENT FINANCIAL SOLUTIONS, LLC
PensionTop Portfolio Positions
12 positions ·
$17,303,028 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
24,106 | $11,165,658 | 64.53% | |
| IAUM |
iShares Gold Trust Micro
|
27,750 | $1,295,925 | 7.49% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
35,656 | $1,069,323 | 6.18% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
49,514 | $822,427 | 4.75% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
36,944 | $733,707 | 4.24% | |
| NVDA |
Nvidia Corp
Technology
|
3,278 | $571,683 | 3.30% | |
| SIVR |
abrdn Silver ETF Trust
|
5,503 | $394,069 | 2.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,850 | $313,871 | 1.81% | |
| IBM |
International Business Machines Corp
Technology
|
1,232 | $298,624 | 1.73% | |
| BP |
Bp PLC
Energy
|
4,678 | $219,866 | 1.27% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $733,707 | 36,944 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $750,015 | 26,729 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||