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Retirement Wealth Solutions LLC
RIA/Wealth
Retirement Wealth Solutions LLC is a RIA/Wealth based in Marshfield, WI led by Patrick John Gall, managing $150.0M across 826 long positions as of Q3 2025 with 90% ETF concentration, 60% concentrated in top 10 holdings, 17% allocation to VOO, and minimal technology exposure.
Managing PartnerPatrick John Gall
- Portfolio Value
- $150.0M
- Positions
- 826
- Top Holding
- VOO at 16.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Retirement Wealth Solutions LLC's portfolio (60% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.3M | 16.89% | -$414.6K Sold | — 41.4K shares | |
ETF ETF | $15.0M | 9.99% | -$341.1K Sold | — 250.2K shares | |
ETF ETF | $12.7M | 8.49% | +$428.3K Bought | — 19.0K shares | |
ETF ETF | $6.5M | 4.34% | -$126.9K Sold | — 120.3K shares | |
ETF ETF | $6.2M | 4.11% | +$31.9K Bought | — 124.5K shares | |
ETF ETF | $5.9M | 3.95% | +$1.4M Bought | — 100.2K shares | |
ETF ETF | $5.4M | 3.61% | +$41.6K Bought | — 68.7K shares | |
ETF ETF | $4.8M | 3.23% | +$521.5K Bought | — 40.1K shares | |
ETF ETF | $4.2M | 2.81% | -$149.5K Sold | — 62.2K shares | |
ETF ETF | $3.9M | 2.59% | -$69.6K Sold | — 20.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Retirement Wealth Solutions LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Retirement Wealth Solutions LLC
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