Latest Retireful, LLC Stock Portfolio

Retireful, LLC Performance:

2026 Q1: 4.57%YTD: 4.57%2025: 24.16%

Performance for 2026 Q1 is 4.57%, and YTD is 4.57%, and 2025 is 24.16%.

About Retireful, LLC and 13F Hedge Fund Stock Holdings

Retireful, LLC is a hedge fund based in Haslett, MI. On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Retireful, LLC reported an equity portfolio of $71 Millions as of 31 Mar, 2026.

The top stock holdings of Retireful, LLC are CSD, VAW, VAW. The fund has invested 6.2% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 3.8% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), ALPHABET INC (GOOG) and C H ROBINSON WORLDWIDE IN (CHRW). Retireful, LLC opened new stock positions in VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and WOODWARD INC (WWD). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), BAKER HUGHES COMPANY (BKR) and AMERICAN ELEC PWR CO INC (AEP).

Retireful, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Retireful, LLC made a return of 4.57% in the last quarter. In trailing 12 months, it's portfolio return was 22.32%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard world fd	2,697,350
vanguard world fd	2,265,340
vanguard index fds	2,100,020
woodward inc	1,197,960
tradeweb mkts inc	1,169,420
xpo inc	1,115,940
honeywell intl inc	1,099,410
wisdomtree tr	1,031,770

New stocks bought by Retireful, LLC

Additions

Ticker	% Inc.
micron technology inc	78.52
baker hughes company	75.5
american elec pwr co inc	64.26
vanguard world fd	13.41
ross stores inc	9.14
entergy corp new	8.9
tapestry inc	8.87
curtiss wright corp	8.84

Additions to existing portfolio by Retireful, LLC

Reductions

Ticker	% Reduced
advanced micro devices inc	-79.2
alphabet inc	-78.05
c h robinson worldwide in	-76.9
general mtrs co	-73.93
nvidia corporation	-68.66
invesco exchange traded fd t	-47.99
state str spdr s&p 500 etf t	-46.48
spdr series trust	-10.91

Retireful, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard index fds	-1,917,430
select sector spdr tr	-2,129,810
vanguard world fd	-2,104,520
first tr exchange-traded fd	-587,033
ssga active etf tr	-381,950
flex ltd	-690,827
goldman sachs etf tr	-1,109,970
delta air lines inc del	-748,733

Retireful, LLC got rid off the above stocks

Sector Distribution

Retireful, LLC has about 45% of it's holdings in Others sector.

Sector	%
Others	45
Technology	17.4
Industrials	17.2
Energy	4.1
Utilities	3.8
Consumer Cyclical	3.7
Basic Materials	3.1
Financial Services	2.4
Consumer Defensive	1.5
Healthcare	1.3

Market Cap. Distribution

Retireful, LLC has about 54.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.7
LARGE-CAP	43.6
MEGA-CAP	10.8

Stocks belong to which Index?

About 38% of the stocks held by Retireful, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62.1
S&P 500	33.8
RUSSELL 2000	4.2

Top 5 Winners (%)		%
WDC	western digital corp	52.1 %
GLW	corning inc	51.1 %
FIX	comfort sys usa inc	43.1 %
STX	seagate technology hldngs pl	38.2 %
AMAT	applied matls inc	29.8 %

Top 5 Winners ($)		$
WDC	western digital corp	0.8 M
GLW	corning inc	0.6 M
FIX	comfort sys usa inc	0.4 M
BKR	baker hughes company	0.3 M
AMAT	applied matls inc	0.3 M

Top 5 Losers (%)		%
TMO	thermo fisher scientific inc	-15.4 %
IJR	ishares tr	-10.3 %
VAW	vanguard world fd	-8.0 %
	barrick mng corp	-7.6 %
ABC	cencora inc	-7.4 %

Top 5 Losers ($)		$
VAW	vanguard world fd	-0.2 M
SPY	state str spdr s&p 500 etf t	-0.2 M
GOOG	alphabet inc	-0.1 M
TMO	thermo fisher scientific inc	-0.1 M
GM	general mtrs co	-0.1 M

Retireful, LLC Holdings Map

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

Current Stock Holdings of Retireful, LLC

Retireful, LLC has 84 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. WDC was the most profitable stock for Retireful, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.91	6,066	647,121	reduced	-6.66

ABC	cencora inc	0.32	712	223,668	reduced	-4.69

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.39	862	274,237	reduced	-4.75

AEP	american elec pwr co inc	1.72	9,294	1,218,260	added	64.26

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	1.80	3,734	1,276,240	added	8.74

AMD	advanced micro devices inc	0.30	1,058	215,229	reduced	-79.2

AMPS	ishares tr	0.51	15,706	359,824	new

AMPS	ishares tr	0.40	3,070	284,712	new

AMZN	amazon com inc	0.00	0.00	0.00	sold off	-100

AOA	ishares tr	0.92	13,737	650,722	new

AOA	ishares tr	0.53	1,393	377,506	new

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

APP	applovin corp	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.68	9,511	481,352	reduced	-4.76