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RETIREMENT GUYS FORMULA LLC
RETIREMENT GUYS FORMULA LLC is an institution, managing $281.5M across 167 long positions as of Q3 2025 with 61% ETF concentration.
- Portfolio Value
- $281.5M
- Positions
- 167
- Top Holding
- SCHG at 6.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RETIREMENT GUYS FORMULA LLC's portfolio (30.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.8M | 6.67% | -$1.6M Sold | — 588.7K shares | |
ETF ETF | $14.7M | 5.23% | -$199.6K Sold | — 466.4K shares | |
ETF ETF | $8.3M | 2.93% | +$1.2M Bought | — 162.8K shares | |
ETF ETF | $8.1M | 2.87% | -$117.7K Sold | — 277.5K shares | |
ETF ETF | $7.7M | 2.73% | -$251.8K Sold | — 201.8K shares | |
ETF ETF | $7.7M | 2.73% | -$20.0K Sold | — 308.0K shares | |
ETF ETF | $5.8M | 2.08% | +$186.1K Bought | — 9.7K shares | |
ETF ETF | $5.5M | 1.95% | -$372.5K Sold | — 101.9K shares | |
ETF ETF | $5.3M | 1.89% | +$2.2M Bought | — 154.6K shares | |
Consumer Electronics Technology | $4.8M | 1.72% | -$844.9K Sold | 0.00% 19.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RETIREMENT GUYS FORMULA 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 |
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Sold | |
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Analytics
Portfolio insights and performance metrics for RETIREMENT GUYS FORMULA LLC
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