Retireful, LLC
ETF Provider
Retireful, LLC is an ETF Provider led by Daniel Harris Mohr, reporting $186.7M in AUM as of Q3 2025 with 57% ETF concentration.
CEODaniel Harris Mohr
- Portfolio Value
- $103.2M
- Positions
- 92
- Top Holding
- SPY at 10.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Retireful, LLC's portfolio (34.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.3M | 10.94% | -$2.2M Sold | — 16.9K shares | |
ETF ETF | $3.9M | 3.80% | -$591.0K Sold | — 39.1K shares | |
ETF ETF | $3.6M | 3.46% | -$1.3M Sold | — 38.9K shares | |
ETF ETF | $3.4M | 3.25% | +$2.8M Bought | — 66.2K shares | |
ETF ETF | $2.5M | 2.41% | -$376.0K Sold | — 49.6K shares | |
ETF ETF | $2.2M | 2.18% | +$2.2M Bought | — 5.7K shares | |
ETF ETF | $2.2M | 2.17% | +$2.2M Bought | — 7.3K shares | |
ETF ETF | $2.2M | 2.13% | +$2.2M Bought | — 83.4K shares | |
ETF ETF | $2.2M | 2.13% | +$73.2K Bought | — 2.9K shares | |
ETF ETF | $2.2M | 2.11% | +$2.2M Bought | — 16.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Retireful, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
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Analytics
Portfolio insights and performance metrics for Retireful, LLC
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