Retirement Wealth Solutions LLC
PensionTop Portfolio Positions
729 positions ·
$10,832,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,369 | $1,135,224 | 10.48% | |
| MSFT |
Microsoft Corp
Technology
|
2,471 | $914,690 | 8.44% | |
| NVDA |
Nvidia Corp
Technology
|
4,074 | $710,505 | 6.56% | |
| AAPL |
Apple Inc.
Technology
|
2,474 | $627,876 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,549 | $530,880 | 4.90% | |
| IAU |
Ishares Gold Trust
|
6,018 | $530,546 | 4.90% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
463 | $152,276 | 1.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
488 | $140,329 | 1.30% | |
| AVGO |
Broadcom Inc.
Technology
|
419 | $129,684 | 1.20% | |
| AMAT |
Applied Materials Inc /De
Technology
|
378 | $129,196 | 1.19% |
Portfolio Trend
6 quarters · across all stocks
Holdings in FTDR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,801 | 53 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $749 | 13 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,162 | 47 | Shares | Sole | 2025-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||