Retirement Solution LLC has recently amended its 13F filing, disclosing a total value of $453.66 million in assets under management (AUM) as of September 30, 2026. This update is significant as it reflects the company's ongoing commitment to transparency and compliance within the investment management sector.
The amended filing, submitted on October 27, 2026, indicates that Retirement Solution LLC continues to maintain a diverse portfolio, with investments in prominent companies such as Apple Inc. and Amazon.com Inc. This strategic positioning may provide insights into the company's investment philosophy and market outlook.
Background
Retirement Solution LLC, based in Redmond, Washington, is an investment management firm that focuses on managing assets for various clients. The company was incorporated in Washington and has undergone a name change from Retirement Solution Inc. in March 2022. The firm primarily engages in investment management services, as indicated by its recent filings.
What the Filing Says
The amended 13F filing reveals that Retirement Solution LLC has reported a total of 61 positions in various securities, with a total market value of $453,660,921. The filing also notes that this is the first amendment to the original report filed on the same date.
Impact
This update may impact various stakeholders, including clients, investors, and competitors within the investment management industry. Clients may gain insights into the firm's investment strategies and asset allocation, while competitors may analyze the filing for trends and shifts in market focus.
What's Next
The filing does not specify what happens next for Retirement Solution LLC, but it is expected that the firm will continue to monitor its investments and provide updates in future filings.