Latest Retireful, LLC Stock Portfolio
$107Million | No. of Holdings #81
Retireful, LLC Performance
2026 Q2+8.75%
YTD+13.72%
2025+24.16%
About Retireful, LLC and 13F Hedge Fund Stock Holdings
Retireful, LLC is a hedge fund based in Haslett, MI. On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Retireful, LLC reported an equity portfolio of $107.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Retireful, LLC are CSD, SPY, GLW. The fund has invested 9.1% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 5.6% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and TAPESTRY INC (TPR) stocks. They significantly reduced their stock positions in BAKER HUGHES COMPANY (BKR), MICRON TECHNOLOGY INC (MU) and CAPITAL GROUP DIVIDEND VALUE (CGDV). Retireful, LLC opened new stock positions in ASTERA LABS INC, INTEL CORP (INTC) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ADVANCED MICRO DEVICES INC (AMD) and VANGUARD WORLD FD (EDV).
Retireful, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$107Million
as of Jul 22, 2026Retireful, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Retireful, LLC made a return of 8.75% in the last quarter. In trailing 12 months, it's portfolio return was 26.72%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| astera labs inc | 3,001,490 |
| intel corp | 2,713,990 |
| select sector spdr tr | 2,703,410 |
| select sector spdr tr | 2,561,630 |
| flex ltd | 2,188,270 |
| marvell technology inc | 2,117,100 |
| select sector spdr tr | 2,069,290 |
| cisco sys inc | 1,863,860 |
New stocks bought by Retireful, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 727 |
| advanced micro devices inc | 418 |
| vanguard world fd | 400 |
| ishares tr | 319 |
| state str spdr s&p 500 etf t | 138 |
| invesco exchange traded fd t | 102 |
| mastec inc | 51.26 |
| nvent elec plc | 47.09 |
Additions to existing portfolio by Retireful, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| baker hughes company | -84.53 |
| micron technology inc | -50.89 |
| capital group dividend value | -48.58 |
| spdr series trust | -46.31 |
| western digital corp | -36.02 |
| sandisk corp | -24.65 |
| spdr series trust | -16.99 |
| wisdomtree tr | -14.29 |
Retireful, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -359,824 |
| vanguard world fd | -2,697,350 |
| ishares tr | -650,722 |
| schwab strategic tr | -327,166 |
| vanguard world fd | -2,265,340 |
| franklin templeton etf tr | -320,994 |
| tapestry inc | -1,523,990 |
| tradeweb mkts inc | -1,169,420 |
Retireful, LLC got rid off the above stocks
Sector Distribution
Retireful, LLC has about 44.2% of it's holdings in Others sector.
- Others
- Technology
- Industrials
- Healthcare
| Sector | % |
|---|---|
| Others | 44.2 |
| Technology | 38.5 |
| Industrials | 13.9 |
| Healthcare | 1.5 |
Market Cap. Distribution
Retireful, LLC has about 55.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 44.2 |
| LARGE-CAP | 39.9 |
| MEGA-CAP | 15.6 |
Stocks belong to which Index?
About 38% of the stocks held by Retireful, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 62.1 |
| S&P 500 | 34.5 |
| RUSSELL 2000 | 3.5 |
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 81 stocks in it's portfolio. About 37.6% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Retireful, LLC last quarter.
$107.47MTotal Value
121Positions
22 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 0.28% | 5,617 | $298.7K 0.28% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Cencora Inc Cencora IncABC Retireful, LLC's holding in Cencora Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Analog Devices Inc Retireful, LLC's holding in Analog Devices Inc over time | 0.33% | 905 | $359.4K 0.33% | 4.99%increased 4.99 percentadded | |
 American Elec Pwr Co Inc Retireful, LLC's holding in American Elec Pwr Co Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.22% | 2,117 | $240.7K 0.22% | Newnew position | |
 Applied Matls Inc Retireful, LLC's holding in Applied Matls Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Advanced Micro Devices Inc Retireful, LLC's holding in Advanced Micro Devices Inc over time | 2.97% | 5,487 | $3.19M 2.97% | 418.62%increased 418.62 percentadded | |
 Ishares Tr Ishares TrAMPS Retireful, LLC's holding in Ishares Tr over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Ishares Tr Ishares TrAMPS Retireful, LLC's holding in Ishares Tr over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Retireful, LLC's holding in Amazon Com Inc over time | 0.2% | 900 | $214.5K 0.2% | Newnew position | |
 Arista Networks Inc Retireful, LLC's holding in Arista Networks Inc over time | 1.53% | 9,682 | $1.64M 1.53% | Newnew position | |
 AOA Ishares TrIshares TrAOA | 0.59% | 9,149 | $635.9K 0.59% | Newnew position | |
AOA Ishares TrIshares TrAOA | 0.37% | 1,393 | $395.4K 0.37% | 0%unchanged 0 percentunchanged | |
AOA Ishares TrIshares TrAOA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.47% | 9,986 | $505.0K 0.47% | 4.99%increased 4.99 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.64% | 7,556 | $692.4K 0.64% | 46.31%decreased 46.31 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.35% | 3,483 | $375.5K 0.35% | 16.99%decreased 16.99 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.34% | 1,975 | $369.0K 0.34% | 0%unchanged 0 percentunchanged | |