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CIK: 0001730386
Total reported value
$580.8M
$580.8M
173 檔
52.1%
In Q1 2026, Retirement Income Solutions, Inc's U.S. equity holdings reached a combined market value of $580.8M, distributed across 173 disclosed stock positions.
Retirement Income Solutions, Inc executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 10 holdings and trimming 43 positions.
| # | 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 | 24.33% | +0.05% | +3.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.76% | +0.04% | -0.85% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.26% | +0.02% | +2.07% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.22% | +0.04% | +0.73% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | +0.02% | -1.02% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.97% | +0.04% | +5.98% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.06% | +0.04% | -1.65% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.71% | -0.02% | +0.45% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.06% | +0.01% | -1.31% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.54% | -0.04% | -2.09% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.32% | +0.01% | +0.42% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.01% | -0.70% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.21% | -0.01% | -0.62% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.21% | +0.01% | -0.40% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.18% | +0.01% | +1.38% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.08% | — | -0.92% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.05% | +0.01% | -0.11% | |
| 18 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.97% | +0.01% | +4.59% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.96% | +0.01% | -1.10% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.88% | — | -1.52% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 0.84% | -0.01% | +22.01% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.75% | +0.01% | +15.98% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | — | -0.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.29% | -5.27% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +0.05% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | +0.01% | +4.98% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.01% | -1.86% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | — | +1.68% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.01% | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | -1.78% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | — | -1.74% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | +0.01% | -5.31% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | — | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.01% | — | |
| 39 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.33% | +0.01% | +26.07% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.01% | +2.00% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | — | +14.67% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.01% | — | |
| 43 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.27% | +0.01% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | — | -0.46% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | +25.68% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.26% | +0.01% | +14.56% | |
| 48 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.26% | — | +218.49% | |
| 49 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.22% | -0.01% | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.22% | — | -2.43% |
According to official SEC Form 13F filings, Retirement Income Solutions, Inc reported a total U.S. public equity portfolio value of $580.8M across 173 disclosed positions in Q1 2026.
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 52.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FBND
市值: $489.2K
Top Position Liquidated / Trimmed
SYK
前期市值: $279.1K
During Q1 2026, Retirement Income Solutions, Inc's top holdings by market value included SPYM (24.3%)、SPY (7.8%)、SPMD (7.3%). The largest single position, SPYM, represented 24.3% of total portfolio value.
In Q1 2026, Retirement Income Solutions, Inc made 104 total portfolio adjustments, initiating 13 new buys, adding to 38 positions, trimming 43 holdings, and fully liquidating 10 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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