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Latest Retirement Solution Inc. Stock Portfolio

Retirement Solution Inc. Performance:
2025 Q4: 2.01%YTD: 14.52%2024: 17.13%
Performance for 2025 Q4 is 2.01%, and YTD is 14.52%, and 2024 is 17.13%.

About Retirement Solution Inc. and 13F Hedge Fund Stock Holdings

On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Retirement Solution LLC reported an equity portfolio of $451.5 Millions as of 31 Dec, 2025.

The top stock holdings of Retirement Solution LLC are DFAC, DFAC, DFAC. The fund has invested 52.2% of it's portfolio in DIMENSIONAL ETF TRUST and 10.9% of portfolio in DIMENSIONAL ETF TRUST.

They significantly reduced their stock positions in UNISYS CORP (UIS), TESLA INC (TSLA) and ISHARES TR (AAXJ). Retirement Solution LLC opened new stock positions in LOWES COS INC (LOW), BERKSHIRE HATHAWAY INC DEL and CADENCE DESIGN SYSTEM INC (CDNS). The fund showed a lot of confidence in some stocks as they added substantially to STARBUCKS CORP (SBUX), SELECT SECTOR SPDR TR (XLB) and APPLE INC (AAPL).

Retirement Solution Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Retirement Solution LLC made a return of 2.01% in the last quarter. In trailing 12 months, it's portfolio return was 14.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lowes cos inc1,554,330
berkshire hathaway inc del1,192,930
cadence design system inc1,120,180
hormel foods corp761,728
international business machs392,177
palantir technologies inc360,477
cintas corp307,822
ishares tr281,456
New stocks bought by Retirement Solution Inc.

Additions

Ticker% Inc.
starbucks corp574
select sector spdr tr278
apple inc275
oracle corp59.46
nvidia corporation42.42
spdr s&p 500 etf tr38.27
amazon com inc35.93
boeing co35.63
Additions to existing portfolio by Retirement Solution Inc.

Reductions

Ticker% Reduced
unisys corp-36.91
tesla inc-20.6
ishares tr-11.41
ishares tr-5.59
vanguard world fd-5.26
dimensional etf trust-1.59
Retirement Solution Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Retirement Solution Inc.

Sector Distribution

Retirement Solution LLC has about 91.7% of it's holdings in Others sector.

Sector%
Others91.7
Technology5.5
Consumer Cyclical1.3

Market Cap. Distribution

Retirement Solution LLC has about 8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED91.7
MEGA-CAP5.5
LARGE-CAP2.5

Stocks belong to which Index?

About 7.9% of the stocks held by Retirement Solution LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others91.9
S&P 5007.9
Top 5 Winners (%)%
MU
micron technology inc
62.7 %
VIAV
viavi solutions inc
40.4 %
nokia corp
34.5 %
GOOG
alphabet inc
24.6 %
telefonaktiebolaget lm erics
16.7 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
5.2 M
DFAC
dimensional etf trust
0.8 M
DFAC
dimensional etf trust
0.7 M
DFAC
dimensional etf trust
0.7 M
DFAC
dimensional etf trust
0.6 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-37.7 %
ORCL
oracle corp
-26.5 %
UIS
unisys corp
-23.8 %
EGY
vaalco energy inc
-9.4 %
MSFT
microsoft corp
-6.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.7 M
XLB
select sector spdr tr
-0.3 M
ORCL
oracle corp
-0.1 M
COST
costco whsl corp new
-0.1 M
UIS
unisys corp
0.0 M

Retirement Solution Inc. Holdings Map

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

Current Stock Holdings of Retirement Solution Inc.

Retirement Solution LLC has 60 stocks in it's portfolio. About 92.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Retirement Solution LLC last quarter.

Last Reported on: 29 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions