Retirement Guys Formula LLC has disclosed its latest 13F-HR filing, revealing a total of $269.3 million in holdings as of September 30, 2026. This report is significant as it provides insights into the company’s investment strategy and its positioning within the financial services sector.
The filing indicates that the firm holds a diverse portfolio, with investments in various sectors, including healthcare, technology, and consumer goods. The total number of positions reported stands at 173, showcasing a broad approach to asset management.
Retirement Guys Formula LLC, based in Maumee, Ohio, is classified as an investment advisor. The company operates under the Central Index Key (CIK) number 0001933059 and has been filing reports with the SEC consistently, including previous filings on August 13, 2026, and July 30, 2026.
According to the filing, the firm’s total reported value of $269,333,604 reflects its strategic investments in various companies, including notable names like Abbott Laboratories, Amazon, and Apple Inc. The firm has demonstrated a commitment to managing a diversified portfolio, which may appeal to investors seeking stability and growth.
The impact of this filing extends beyond Retirement Guys Formula LLC itself. Investors and analysts within the financial services industry will closely monitor these disclosures to assess market trends and potential shifts in investment strategies. As firms like Retirement Guys adapt their portfolios, competitors may adjust their own strategies in response.
Looking ahead, the filing does not specify what actions will follow this report. However, continued monitoring of market conditions and the firm’s subsequent filings will provide further insights into its investment approach and performance.
For more details, you can access the filing through the SEC’s website under accession number 0001933059-26-000005.