RETIREMENT FINANCIAL SOLUTIONS, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 341,611
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 47 | 341,611 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q3 2025 | 3/10/2026 | 45 | 319,491 | 13F-HR/A - NEW HOLDINGS | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q3 2025 | 10/22/2025 | 39 | 163,682 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q2 2025 | 3/10/2026 | 38 | 284,054 | 13F-HR/A - RESTATEMENT | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q2 2025 | 8/5/2025 | 37 | 161,227 | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC |
| Q1 2025 | 3/10/2026 | 37 | 256,888 | 13F-HR/A - RESTATEMENT | RETIREMENT FINANCIAL SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 266.6 K | 78.0% | 117.4 K | 0 | 117.4 K |
| ETFs | 74.99 K | 22.0% | 60.55 K | 0 | 60.55 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
341,611
Holdings
47
QoQ value change ($000)
177,929
(108.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.