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CIK: 0001730386
Total reported value
$580.8M
$580.8M
165 檔
53.1%
During the Q3 2025 filing period, Retirement Income Solutions, Inc (CIK: 0001730386) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $580.8M across 165 reported positions.
In Q3 2025, Retirement Income Solutions, Inc displayed an active expansion posture, initiating 14 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 22.21% | +0.05% | +2.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.16% | +0.04% | +1.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.14% | +0.04% | -0.58% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 7.16% | +0.04% | +0.63% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.06% | +0.02% | -4.07% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.04% | +0.02% | +2.35% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.53% | +0.04% | -0.58% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.83% | -0.02% | -1.91% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.75% | +0.01% | -1.20% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.62% | -0.04% | -2.86% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.01% | +0.62% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.22% | +0.01% | -1.46% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.21% | +0.01% | -2.05% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.21% | +0.01% | -3.14% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.17% | +0.01% | -0.63% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.13% | -0.01% | +3.78% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | — | +0.30% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.94% | +0.01% | -0.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.93% | — | +1.28% | |
| 20 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.87% | +0.01% | +2.69% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | — | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.29% | +2.81% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.01% | -5.37% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.01% | +3.27% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | +2.43% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | -0.54% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | +0.01% | +8.07% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.01% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | -2.17% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | +0.01% | +1.18% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | — | +3.43% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | — | +2.64% | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.34% | -0.01% | +31.21% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | +3.08% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | — | +0.54% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.01% | — | |
| 41 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 42 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 43 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.28% | +0.01% | -5.81% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | — | -7.48% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.01% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | +0.78% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.06% | — | |
| 48 | PHO | Invesco Water Resources ETF | ETF-Other | 0.21% | +0.01% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | — | — | |
| 50 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.17% | -0.01% | -2.13% |
According to official SEC Form 13F filings, Retirement Income Solutions, Inc reported a total U.S. public equity portfolio value of $580.8M across 165 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JPST, SPY) accounted for 53.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
JPST
市值: $47.7M
Top Position Liquidated / Trimmed
VOE
前期市值: $310.0K
During Q3 2025, Retirement Income Solutions, Inc's top holdings by market value included SPYM (22.2%)、JPST (8.2%)、SPY (8.1%). The largest single position, SPYM, represented 22.2% of total portfolio value.
In Q3 2025, Retirement Income Solutions, Inc made 46 total portfolio adjustments, initiating 14 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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