Retirement Wealth Solutions LLC - Portfolio overview

Retirement Wealth Solutions LLC has 934 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.47%
2. IVV - ISHARES TR, 9.85%
3. VEA - VANGUARD TAX-MANAGED FDS, 8.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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