Retirement Wealth Solutions Llc Portfolio Shifts: Key Purchases & Sales in Q2 2026

Retirement Wealth Solutions Llc's portfolio underwent notable adjustments during the period ending June 30th, 2026. The firm managed a substantial total portfolio value of $168,938,303 as of that date.

Prominent Purchases Observed

Several holdings saw significant increases in their share count during this quarter, indicating strong buying interest from Retirement Wealth Solutions Llc. The firm notably boosted its position in the Vanguard Tax-Managed Fund (VEA), adding approximately 6,823 shares to bring its allocation up by about $1 million.

Another major purchase was observed in the iShares Core S&P Small-Cap Growth ETF (IVW), with a substantial increase of around 3,424 shares. Similarly, the BlackRock ETF Trust (DYNF) experienced a significant boost, adding roughly 9,066 shares to its position.

Furthermore, the firm increased its stake in VEA by about $152 thousand and added more than $780 thousand worth of exposure through IVW. These actions suggest confidence in certain sectors or asset classes during this period.

Notable Sales Observed

In contrast to the purchases, Retirement Wealth Solutions Llc also divested significant portions of its portfolio holdings within Q2 2026. The most prominent sale was from the iShares Core Small-Cap Growth ETF (IEMG), where the firm sold approximately $1 million worth of shares.

Additionally, there were substantial reductions in other positions: the Vanguard Intl Equity Index Fund (VWO) saw a reduction of about 3.66%, and the iShares Core S&P Small-Cap Total U.S. Market ETF (IJH) experienced an approximate 20% decrease.

Other Changes

Beyond these major shifts, several other holdings changed significantly during Q2. The firm sold shares in BINC and TFI, while increasing its position slightly in GOVT.

The iShares Core Emerging Markets Bond ETF (EFV) also saw a decrease of about 24% in this quarter. Conversely, IUSB was added to the portfolio with an increase of roughly 44%, though it remains a relatively small holding at just under $5 million.

For more detailed information on Retirement Wealth Solutions Llc's investment strategy and performance, you can refer to their filings on Institutional Shareholder Services. Detailed data for individual holdings like Vanguard Tax-Managed Fund (VEA) or iShares Core S&P Small-Cap Growth ETF (IVW) can be found at VANGUARD TAX-MANAGED FDS and ISHARES TR (IVW), respectively.