Retirement Financial Solutions, LLC has filed its latest 13F-HR report, revealing a total of $422.99 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various securities.
The report, filed on October 20, 2026, details the firm’s investments, which include notable stakes in exchange-traded funds (ETFs) and individual stocks. This information is crucial for stakeholders and analysts looking to understand the asset management strategies employed by Retirement Financial Solutions.
Background
Retirement Financial Solutions, LLC is incorporated in Tennessee and operates primarily in the asset management industry. The company is identified by its Central Index Key (CIK) number 0001962532. The firm has a fiscal year ending on December 31 and has been active in filing various reports with the SEC, including multiple 13F-HR filings throughout 2026.
What the Filing Says
The latest filing indicates that Retirement Financial Solutions holds a total of 57 positions, with a combined value of $422,991,971. The filing does not specify individual investment amounts or detailed changes in holdings compared to previous quarters. However, it does reflect the company's ongoing commitment to transparency and regulatory compliance in its investment activities.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the asset management sector. By disclosing its holdings, Retirement Financial Solutions provides valuable insights that could influence market perceptions and investment decisions among peers and clients alike.
What's Next
The filing does not specify what happens next for Retirement Financial Solutions, but it is expected that the company will continue to monitor its investment strategies and adapt to changing market conditions.