Retirement Wealth Solutions LLC
PensionPosition in EXEL — Exelixis, Inc.
CIK 2044741
MARSHFIELD, WI
Position in EXEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,557
+$756 QoQ
Shares Held
47
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#696
of 739 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $46,585 across 15 Biotechnology names. EXEL ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
37 | $6,929 | |
| 2 | LGND |
Ligand Pharmaceuticals Inc
|
21 | $6,637 | |
| 3 | ARGX |
Argenx SE
|
7 | $6,494 | |
| 4 | MRNA |
Moderna, Inc.
|
71 | $4,972 | |
| 5 | KRYS |
Krystal Biotech, Inc.
|
8 | $2,973 | |
| 6 | INCY |
Incyte Corp
|
26 | $2,947 | |
| 7 | EXEL |
Exelixis, Inc.
This page
|
47 | $2,557 | |
| 8 | TECH |
BIO-TECHNE Corp
|
34 | $2,402 |
All Filings in EXEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,557 | 47 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,801 | 42 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,534 | 35 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,445 | 35 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||