Retireful, LLC — 13F Holdings

2026 Q2  ·  121 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Retireful, LLC maintained a portfolio of 121 distinct positions. The most significant new addition was ASTERA LABS INC, now representing 2.79% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRADED FD T, increasing the position by 102.1%. Conversely, Retireful, LLC completely exited their position in VANGUARD WORLD FD.
Position History hover any row below to update
Loading…
Retireful, LLC RIA / Retirement-Focused Wealth Manager AUM $101M
PCA Score Concentration Risk
Risk ENB
Total Positions
121
Quarter
2026 Q2
Top Holding
RSP (9.1%)
Top 10 Concentration
37.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121

Retireful, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RSP
INVESCO EXCHANG...
Unknown 9.12% 6.16% #1
Prev: #1
8.6
23,287 102.1%
P
S
46,086 $9,805,718 2023 Q4 13F Filing 2026-06-30 2026-07-22
SPY
STATE STR SPDR ...
ETF 5.55% 3.07% #2 3
Prev: #5
6.7
4,636 138.5%
P
S
7,984 $5,962,212 2023 Q2 13F Filing 2026-06-30 2026-07-22
GLW
CORNING INC
Technology 3.57% 2.68% #3 6
Prev: #9
4.4
1,047 7.5%
P
S
15,029 $3,838,857 2025 Q3 13F Filing 2026-06-30 2026-07-22
WDC
WESTERN DIGITAL...
Technology 3.04% 3.05% #4 2
Prev: #6
1.7
-2,883 -36.0%
P
S
5,121 $3,270,885 2025 Q3 13F Filing 2026-06-30 2026-07-22
AMD
ADVANCED MICRO ...
Technology 2.97% 0.30% #5 79
Prev: #84
4.7
4,429 418.6%
P
S
5,487 $3,187,453 2023 Q4 13F Filing 2026-06-30 2026-07-22
MU
MICRON TECHNOLO...
Technology 2.82% 2.54% #6 4
Prev: #10
1.1
-2,720 -50.9%
P
S
2,625 $3,030,011 2022 Q1 13F Filing 2026-06-30 2026-07-22
ALAB
ASTERA LABS INC
Technology 2.79% #7
Prev: #—
4.6
6,214
NEW
6,214 $3,001,486 2026 Q2 13F Filing 2026-06-30 2026-07-22
VGT
VANGUARD WORLD ...
ETF 2.71% 2.89% #8
Prev: #8
4.1
21,401 727.7%
P
S
24,342 $2,909,356 2023 Q1 13F Filing 2026-06-30 2026-07-22
INTC
INTEL CORP
Technology 2.53% #9
Prev: #—
4.5
19,437
NEW
19,437 $2,713,988 2026 Q2 13F Filing 2026-06-30 2026-07-22
XLV
SELECT SECTOR S...
ETF 2.52% #10
Prev: #—
4.5
17,039
NEW
17,039 $2,703,408 2023 Q2 13F Filing 2026-06-30 2026-07-22
XLY
SELECT SECTOR S...
ETF 2.38% #11
Prev: #—
4.5
21,842
NEW
21,842 $2,561,630 2023 Q1 13F Filing 2026-06-30 2026-07-22
SNDK
SANDISK CORP
Technology 2.38% 1.34% #12 16
Prev: #28
1.0
-368 -24.6%
P
S
1,125 $2,557,946 2026 Q1 13F Filing 2026-06-30 2026-07-22
DELL
DELL TECHNOLOGI...
Technology 2.18% 1.17% #13 21
Prev: #34
2.9
346 6.8%
P
S
5,426 $2,341,102 2023 Q4 13F Filing 2026-06-30 2026-07-22
CAT
CATERPILLAR INC
Industrials 2.18% 2.04% #14
Prev: #14
2.9
157 7.7%
P
S
2,196 $2,338,520 2025 Q4 13F Filing 2026-06-30 2026-07-22
FIX
COMFORT SYS USA...
Industrials 2.07% 2.01% #15
Prev: #15
2.8
90 8.7%
P
S
1,123 $2,225,730 2025 Q2 13F Filing 2026-06-30 2026-07-22
FLEX
FLEX LTD
Technology 2.04% #16
Prev: #—
4.3
13,502
NEW
13,502 $2,188,269 2025 Q3 13F Filing 2026-06-30 2026-07-22
MRVL
MARVELL TECHNOL...
Technology 1.97% #17
Prev: #—
4.3
7,107
NEW
7,107 $2,117,104 2024 Q4 13F Filing 2026-06-30 2026-07-22
XLB
SELECT SECTOR S...
ETF 1.93% #18
Prev: #—
4.3
40,710
NEW
40,710 $2,069,289 2026 Q2 13F Filing 2026-06-30 2026-07-22
XLU
SELECT SECTOR S...
ETF 1.92% 3.13% #19 15
Prev: #4
1.3
-2,966 -6.1%
P
S
45,467 $2,061,474 2024 Q4 13F Filing 2026-06-30 2026-07-22
CSCO
CISCO SYS INC
Technology 1.73% #20
Prev: #—
4.2
15,868
NEW
15,868 $1,863,855 2025 Q2 13F Filing 2026-06-30 2026-07-22
VRT
VERTIV HOLDINGS...
Industrials 1.73% 1.37% #21 5
Prev: #26
3.2
1,675 43.2%
P
S
5,554 $1,859,590 2024 Q4 13F Filing 2026-06-30 2026-07-22
NVT
NVENT ELEC PLC
Industrials 1.69% 1.21% #22 10
Prev: #32
3.2
3,418 47.1%
P
S
10,677 $1,810,926 2026 Q1 13F Filing 2026-06-30 2026-07-22
MTZ
MASTEC INC
Industrials 1.66% 1.28% #23 7
Prev: #30
3.7
1,449 51.3%
P
S
4,276 $1,779,073 2026 Q1 13F Filing 2026-06-30 2026-07-22
ANET
ARISTA NETWORKS...
Technology 1.53% #24
Prev: #—
4.1
9,682
NEW
9,682 $1,644,778 2023 Q4 13F Filing 2026-06-30 2026-07-22
DDOG
DATADOG INC
Technology 1.43% #25
Prev: #—
4.1
5,904
NEW
5,904 $1,537,165 2026 Q2 13F Filing 2026-06-30 2026-07-22
TXN
TEXAS INSTRS IN...
Technology 1.41% #26
Prev: #—
4.1
5,083
NEW
5,083 $1,515,090 2024 Q2 13F Filing 2026-06-30 2026-07-22
MKSI
MKS INC.
Technology 1.38% #27
Prev: #—
4.1
3,342
NEW
3,342 $1,486,522 2026 Q2 13F Filing 2026-06-30 2026-07-22
UAL
UNITED AIRLS HL...
Industrials 1.38% #28
Prev: #—
4.1
10,884
NEW
10,884 $1,480,115 2024 Q4 13F Filing 2026-06-30 2026-07-22
CRWD
CROWDSTRIKE HLD...
Technology 1.38% #29
Prev: #—
4.1
1,937
NEW
1,937 $1,478,202 2023 Q4 13F Filing 2026-06-30 2026-07-22
COHR
COHERENT CORP
Technology 1.34% #30
Prev: #—
4.0
3,656
NEW
3,656 $1,442,182 2026 Q2 13F Filing 2026-06-30 2026-07-22
GEV
GE VERNOVA INC
Industrials 1.29% 1.34% #31 4
Prev: #27
2.5
90 8.2%
P
S
1,183 $1,389,859 2025 Q1 13F Filing 2026-06-30 2026-07-22
FFIV
F5 INC
Technology 1.25% #32
Prev: #—
4.0
3,241
NEW
3,241 $1,348,126 2024 Q4 13F Filing 2026-06-30 2026-07-22
JBHT
HUNT J B TRANS ...
Industrials 1.25% #33
Prev: #—
4.0
4,640
NEW
4,640 $1,342,955 2026 Q2 13F Filing 2026-06-30 2026-07-22
NTAP
NETAPP INC
Technology 1.20% #34
Prev: #—
4.0
8,321
NEW
8,321 $1,287,758 2024 Q2 13F Filing 2026-06-30 2026-07-22
HUM
HUMANA INC
Healthcare 1.16% #35
Prev: #—
4.0
3,146
NEW
3,146 $1,249,654 2026 Q2 13F Filing 2026-06-30 2026-07-22
STRL
STERLING INFRAS...
Industrials 1.13% #36
Prev: #—
4.0
1,451
NEW
1,451 $1,217,911 2026 Q2 13F Filing 2026-06-30 2026-07-22
JBL
JABIL INC
Technology 1.09% #37
Prev: #—
3.9
3,041
NEW
3,041 $1,172,245 2025 Q1 13F Filing 2026-06-30 2026-07-22
STX
SEAGATE TECHNOL...
Technology 0.96% 0.56% #38 7
Prev: #45
0.9
50 4.9%
P
S
1,069 $1,031,585 2022 Q1 13F Filing 2026-06-30 2026-07-22
USFR
WISDOMTREE TR
ETF 0.82% 1.45% #39 15
Prev: #24
0.8
-2,928 -14.3%
P
S
17,568 $884,549 2022 Q3 13F Filing 2026-06-30 2026-07-22
XLG
INVESCO EXCHANG...
Unknown 0.79% 1.05% #40 1
Prev: #39
0.8
351 2.6%
P
S
13,778 $845,035 2022 Q1 13F Filing 2026-06-30 2026-07-22
LRCX
LAM RESEARCH CO...
Technology 0.72% 0.51% #41 15
Prev: #56
2.3
85 5.0%
P
S
1,785 $773,494 2023 Q4 13F Filing 2026-06-30 2026-07-22
KLAC
KLA CORP
Technology 0.67% 0.48% #42 24
Prev: #66
3.3
2,171 948.0%
P
S
2,400 $724,104 2023 Q4 13F Filing 2026-06-30 2026-07-22
BIL
SPDR SERIES TRU...
ETF 0.64% 1.82% #43 27
Prev: #16
0.3
-6,518 -46.3%
P
S
7,556 $692,432 2022 Q2 13F Filing 2026-06-30 2026-07-22
AOR
ISHARES TR
ETF 0.59% #44
Prev: #—
3.7
9,149
NEW
9,149 $635,856 2022 Q1 13F Filing 2026-06-30 2026-07-22
SCHV
SCHWAB STRATEGI...
ETF 0.58% #45
Prev: #—
3.7
17,760
NEW
17,760 $618,226 2023 Q4 13F Filing 2026-06-30 2026-07-22
NEAR
ISHARES U S ETF...
ETF 0.52% #46
Prev: #—
3.7
10,930
NEW
10,930 $553,714 2026 Q2 13F Filing 2026-06-30 2026-07-22
CMI
CUMMINS INC
Industrials 0.49% 0.53% #47 3
Prev: #50
0.7
35 5.0%
P
S
739 $527,062 2025 Q3 13F Filing 2026-06-30 2026-07-22
RMME
COLLABORATIVE I...
Unknown 0.47% #48
Prev: #—
3.7
5,051
NEW
5,051 $506,817 2026 Q2 13F Filing 2026-06-30 2026-07-22
JPST
J P MORGAN EXCH...
ETF 0.47% 0.68% #49 6
Prev: #43
0.7
475 5.0%
P
S
9,986 $504,992 2024 Q2 13F Filing 2026-06-30 2026-07-22
GOOGL
ALPHABET INC
Communication Services 0.45% 0.52% #50 3
Prev: #53
0.7
64 5.0%
P
S
1,352 $483,164 2024 Q2 13F Filing 2026-06-30 2026-07-22
Showing 1-50 of 121 holdings

Unlock Full Retireful, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →