RETIREMITTEN FINANCIAL LLC
Long book
$206.8M
Q1 2026
Positions
177
Top-10 weight
90%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsRETIREMITTEN FINANCIAL LLC is a wealth-management firm allocating client money, running a $206.8M US long book across 177 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: STE STR SPDR PT S&P 500 ETF, SS SPDR P AGG BOND ETF, VANGUARD HIGH DVD YIELD ETF, SS SPDR P S&P 500 GROWTH ETF, SS SPDR P HIGH YIELD ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Industrials 31%
Technology 29%
Financials 17%
Utilities 9%
Consumer discretionary 8%
Services media 3%
Other 1%
Communications 1%
Long book by quarter
What does RETIREMITTEN FINANCIAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CAT CATERPILLAR INC | Industrials | 829 | $587K | 0.3% | Held |
| CMI CUMMINS INC | Industrials | 609 | $328K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 605 | $290K | 0.1% | Held |
| XEL XCEL ENERGY INC | Utilities | 3.6K | $285K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.1K | $239K | 0.1% | Held |
| NVDA NVIDIA CORP | Technology | 1.3K | $232K | 0.1% | Held |
| AAPL APPLE INC | Technology | 887 | $225K | 0.1% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 652 | $192K | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 503 | $186K | 0.1% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 185 | $106K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 251 | $76K | 0.0% | Held |
| GOOG ALPHABET INC-CL C | Technology | 213 | $61K | 0.0% | Held |
| AVGO BROADCOM INC | Technology | 133 | $41K | 0.0% | Held |
| MRVL MARVELL TECHNOLOGY INC | Technology | 407 | $40K | 0.0% | Held |
| TSLA TESLA INC | Industrials | 105 | $39K | 0.0% | Held |
| SHOP SHOPIFY INC - CLASS A | Technology | 250 | $30K | 0.0% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 35 | $30K | 0.0% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 21 | $28K | 0.0% | Held |
| T AT&T INC | Communications | 800 | $23K | 0.0% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 134 | $19K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 184 | $206.8M | canonical | SEC ↗ |