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Retirement Network

RIA/Wealth

Retirement Network is a RIA/Wealth based in Geneva, IL led by Andrew Ribelin Grider, reporting $722.2M in AUM as of Q3 2025 with 49% ETF concentration.

PresidentAndrew Ribelin Grider
Portfolio Value
$663.7M
Positions
143
Top Holding
MGK at 8.73%
Last Reported
Q3 2025
Address10 N. Third Street, Geneva, IL, 60134, United States

Top Holdings

Largest long holdings in Retirement Network's portfolio (46.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$57.9M
8.73%
-$1.2M
Sold
143.9K shares
ETF
ETF
$48.4M
7.30%
+$518.9K
Bought
488.7K shares
ETF
ETF
$40.1M
6.04%
+$1.2M
Bought
1.5M shares
ETF
ETF
$38.4M
5.78%
+$447.7K
Bought
778.4K shares
ETF
ETF
$37.8M
5.70%
+$514.1K
Bought
375.5K shares
ETF
ETF
$30.0M
4.53%
-$158.4K
Sold
359.3K shares
7
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$15.9M
2.40%
-$823.8K
Sold
0.00%
85.4K shares
Software - Infrastructure
Technology
$14.7M
2.21%
+$3.6M
Bought
0.00%
28.3K shares
ETF
ETF
$14.6M
2.20%
+$211.9K
Bought
153.7K shares
10
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$13.5M
2.03%
+$181.1K
Bought
0.00%
61.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Retirement Network's latest filing

See all changes
Market Value
$663.7M
Prior: $609.3M
Q/Q Change
+8.93%
+$54.4M
Net Flows % of MV
+1.95%
Turnover Ratio
3.25%
New Purchases
2 stocks
$2.3M
Added To
92 stocks
+$21.4M
Sold Out Of
2 stocks
$4.5M
Reduced Holdings
25 stocks
-$6.4M

Increased Positions

PositionShares Δ
New
New
+634.59%
+82.86%
+32.28%

Decreased Positions

PositionShares Δ
Sold
Sold
-40.46%
-38.84%
-26.88%

Analytics

Portfolio insights and performance metrics for Retirement Network

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Sector Allocation

ETF: 49.00%ETFTechnology: 18.80%TechnologyHealthcare: 6.70%Financial Services: 6.40%Consumer Defensive: 4.40%Industrials: 4.20%Consumer Cyclical: 4.10%Communication Services: 2.90%Utilities: 1.40%Energy: 1.20%Real Estate: 0.10%
ETF
49.00%
Technology
18.80%
Healthcare
6.70%
Financial Services
6.40%
Consumer Defensive
4.40%
Industrials
4.20%
Consumer Cyclical
4.10%
Communication Services
2.90%
Utilities
1.40%
Energy
1.20%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 24.01%Mega Cap (> $200B)Large Cap ($10B - $200B): 25.09%Large Cap ($10B - $200B)N/A (ETF or Unknown): 50.90%N/A (ETF or Unknown)
Mega Cap (> $200B)
24.01%
Large Cap ($10B - $200B)
25.09%
N/A (ETF or Unknown)
50.90%

Portfolio Concentration

Top 10 Holdings %
46.91%
Top 20 Holdings %
58.98%
Top 50 Holdings %
80.14%
Top 100 Holdings %
97.41%

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