Retirement Wealth Solutions LLC
PensionPosition in FIX — Comfort Systems USA Inc
CIK 2044741
MARSHFIELD, WI
Position in FIX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$9,909
+$3,015 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,291
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $70,670 across 7 Engineering & Construction names. FIX ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECG |
Everus Construction Group, Inc.
|
233 | $38,666 | |
| 2 | PWR |
Quanta Services, Inc.
|
15 | $10,800 | |
| 3 | FIX |
Comfort Systems USA Inc
This page
|
5 | $9,909 | |
| 4 | TTEK |
Tetra Tech Inc
|
149 | $4,304 | |
| 5 | MTZ |
Mastec Inc
|
7 | $2,912 | |
| 6 | BLD |
QXO Insulation, LLC
|
7 | $2,481 | |
| 7 | ACA |
Arcosa, Inc.
|
11 | $1,598 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,909 | 5 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,894 | 5 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,733 | 4 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,475 | 3 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||