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CIK: 0001730386
Total reported value
$580.8M
$580.8M
170 檔
52.9%
The Q4 2025 SEC filing reveals that Retirement Income Solutions, Inc held a total portfolio value of $580.8M, covering 170 public equity positions.
In Q4 2025, Retirement Income Solutions, Inc displayed an active expansion posture, initiating 9 new positions and adding to 20 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 | 24.46% | +0.05% | +8.43% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.14% | +0.04% | -1.52% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.90% | +0.02% | +13.68% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.46% | +0.02% | -9.86% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.13% | +0.04% | -24.04% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.58% | +0.04% | -21.19% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.43% | +0.04% | -3.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.61% | -0.02% | -7.86% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.90% | +0.01% | -1.53% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.65% | -0.04% | +0.05% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.01% | -7.43% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.37% | +0.01% | +10.72% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.22% | -0.01% | +8.27% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.20% | +0.01% | -0.69% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.14% | +0.01% | -4.80% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.09% | +0.01% | -10.49% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | — | -0.92% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.98% | +0.01% | +2.79% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.95% | — | -3.68% | |
| 20 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.92% | +0.01% | +3.23% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | — | -2.58% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.29% | -5.99% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.66% | -0.01% | +88.47% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.62% | +0.01% | +501.68% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.01% | -3.01% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | — | +89.77% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.01% | -2.10% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | — | -0.16% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | — | +4.61% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | +0.01% | +0.07% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +8.36% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.01% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | — | +0.49% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | -1.24% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | +0.01% | +0.97% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.01% | +0.12% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | — | -8.52% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | +0.01% | +9.62% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.01% | +3.82% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | — | -26.39% | |
| 42 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 43 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.27% | +0.01% | -4.65% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.01% | -10.78% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | — | -15.61% | |
| 46 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.22% | -0.01% | -23.19% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -3.56% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | — | +24.66% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | — | +19.53% | |
| 50 | PHO | Invesco Water Resources ETF | ETF-Other | 0.19% | +0.01% | -4.94% |
According to official SEC Form 13F filings, Retirement Income Solutions, Inc reported a total U.S. public equity portfolio value of $580.8M across 170 disclosed positions in Q4 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, SPY, SPMD) accounted for 52.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQM
市值: $578.2K
Top Position Liquidated / Trimmed
MSTR
前期市值: $327.4K
During Q4 2025, Retirement Income Solutions, Inc's top holdings by market value included SPYM (24.5%)、SPY (8.1%)、SPMD (6.9%). The largest single position, SPYM, represented 24.5% of total portfolio value.
In Q4 2025, Retirement Income Solutions, Inc made 50 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 4 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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