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Retirement Solution Inc.
Retirement Solution Inc. is an institution, managing $419.3M across 48 long positions as of Q3 2025 with 95% ETF concentration, 95% concentrated in top 10 holdings, and 55% allocation to DFSU.
- Portfolio Value
- $419.3M
- Positions
- 48
- Top Holding
- DFSU at 54.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Retirement Solution Inc.'s portfolio (95% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $229.3M | 54.69% | -$1.9M Sold | — 5.4M shares | |
ETF ETF | $48.5M | 11.56% | -$227.1K Sold | — 1.3M shares | |
ETF ETF | $32.4M | 7.72% | -$135.5K Sold | — 447.1K shares | |
ETF ETF | $22.2M | 5.30% | +$476.3K Bought | — 575.9K shares | |
ETF ETF | $20.2M | 4.83% | +$160.0K Bought | — 635.9K shares | |
ETF ETF | $14.8M | 3.53% | -$492.5K Sold | — 361.2K shares | |
Software - Infrastructure Technology | $11.0M | 2.62% | -$1.4M Sold | 0.00% 21.2K shares | |
ETF ETF | $10.8M | 2.57% | -$102.5K Sold | — 262.1K shares | |
ETF ETF | $5.2M | 1.24% | -$21.6K Sold | — 8.6K shares | |
ETF ETF | $3.9M | 0.93% | -$249.2K Sold | — 85.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Retirement Solution Inc.'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
| Position | Shares Δ |
|---|---|
New | |
New | |
+8.55% | |
+5.87% | |
+2.19% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-27.44% | |
-17.26% | |
-11.38% | |
-11.06% |
Analytics
Portfolio insights and performance metrics for Retirement Solution Inc.
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