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Latest Retirement Income Solutions, Inc Stock Portfolio

$585Million– No. of Holdings #173

Retirement Income Solutions, Inc Performance:
2026 Q1: -2.6%YTD: -2.6%2025: 11.17%
Performance for 2026 Q1 is -2.6%, and YTD is -2.6%, and 2025 is 11.17%.

About Retirement Income Solutions, Inc and 13F Hedge Fund Stock Holdings

RETIREMENT INCOME SOLUTIONS, INC is a hedge fund based in Ann Arbor, MI. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, RETIREMENT INCOME SOLUTIONS, INC reported an equity portfolio of $585.1 Millions as of 31 Mar, 2026.

The top stock holdings of RETIREMENT INCOME SOLUTIONS, INC are BIL, SPY, BIL. The fund has invested 24.3% of it's portfolio in SPDR SERIES TRUST and 7.8% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off STRYKER CORPORATION (SYK), THERMO FISHER SCIENTIFIC INC (TMO) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in AMPLIFY ETF TR (AMLX), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (IJR). RETIREMENT INCOME SOLUTIONS, INC opened new stock positions in FIDELITY MERRIMACK STR TR (FBND), VANGUARD BD INDEX FDS (BIV) and NEXTERA ENERGY INC (NEE). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, ISHARES GOLD TR (IAU) and VANECK ETF TRUST (AFK).
Retirement Income Solutions, Inc Equity Portfolio Value
Last Reported on: 04 May, 2026

Retirement Income Solutions, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that RETIREMENT INCOME SOLUTIONS, INC made a return of -2.6% in the last quarter. In trailing 12 months, it's portfolio return was 12.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity merrimack str tr489,183
vanguard bd index fds375,122
nextera energy inc338,919
graniteshares gold tr251,224
ishares silver tr246,326
schwab strategic tr245,195
vanguard index fds241,960
ishares inc241,760
New stocks bought by Retirement Income Solutions, Inc

Additions

Ticker% Inc.
j p morgan exchange traded f218
ishares gold tr126
vaneck etf trust27.08
innovator etfs trust26.07
vanguard intl equity index f25.68
american centy etf tr22.01
mcdonalds corp21.81
dimensional etf trust15.98
Additions to existing portfolio by Retirement Income Solutions, Inc

Reductions

Ticker% Reduced
amplify etf tr-32.45
fidelity wise origin bitcoin-19.57
ishares tr-16.17
ishares tr-15.59
spdr series trust-13.9
pnc finl svcs group inc-11.6
innovator etfs trust-10.4
palantir technologies inc-7.48
Retirement Income Solutions, Inc reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-200,066
ishares tr-200,025
tri contl corp-202,917
palo alto networks inc-226,566
advanced micro devices inc-214,160
capital one finl corp-222,729
stryker corporation-279,067
ishares tr-205,111
Retirement Income Solutions, Inc got rid off the above stocks

Sector Distribution

RETIREMENT INCOME SOLUTIONS, INC has about 93.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others93.6
Technology2.2

Market Cap. Distribution

RETIREMENT INCOME SOLUTIONS, INC has about 5.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.6
MEGA-CAP5.1

Stocks belong to which Index?

About 6% of the stocks held by RETIREMENT INCOME SOLUTIONS, INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.8
S&P 5006
Top 5 Winners (%)%
XOM
exxon mobil corp
39.9 %
XLB
select sector spdr tr
33.9 %
LRCX
lam research corp
24.0 %
IRM
iron mtn inc del
23.1 %
JNJ
johnson & johnson
18.0 %
Top 5 Winners ($)$
GLDM
world gold tr
1.0 M
BIL
spdr series trust
0.9 M
XLB
select sector spdr tr
0.4 M
IJR
ishares tr
0.4 M
LRCX
lam research corp
0.2 M
Top 5 Losers (%)%
CRM
salesforce inc
-29.5 %
ORCL
oracle corp
-24.5 %
SLI
standard lithium ltd
-23.7 %
MSFT
microsoft corp
-23.3 %
BIL
spdr series trust
-22.3 %
Top 5 Losers ($)$
BIL
spdr series trust
-6.7 M
SPY
state str spdr s&p 500 etf t
-2.2 M
IJR
ishares tr
-2.0 M
IJR
ishares tr
-1.8 M
MSFT
microsoft corp
-0.7 M

Retirement Income Solutions, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Retirement Income Solutions, Inc

RETIREMENT INCOME SOLUTIONS, INC has 173 stocks in it's portfolio. About 67% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for RETIREMENT INCOME SOLUTIONS, INC last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions