Filer Snapshot

RETIREMENT FINANCIAL SOLUTIONS, LLC

CIK 0001962532. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

17

Latest filing

28 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

AVUS

$37.35M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 28 Apr 2026 for CIK 0001962532.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$349.8M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$349.8M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

AVUS, AVUV, AVSC, SPYM

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

AVUS AVUV AVSC SPYM VGLT QQQJ VWO SCHD
+12 moreIEF AVEM MOO SPMD RSP GRNY DIA MGC BCI VEU RSPA QQQM
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
SEC profile 2 profile fields
State of incorporation
TN
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about RETIREMENT FINANCIAL SOLUTIONS, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $349.8M across 53 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AVUS at $37.35M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 53 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 28 Apr 2026

Top 5 concentration

35%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$123.23M

Compared with $349.8M total 13F value.

Top 5 net change

+$1.5M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: MOO ยท Largest trim: SPMD

AVUS AVUV AVSC SPYM VGLT Other holdings

AVUS

10.7%

American Centy Etf Tr

$37.35M

AVUV

6.8%

American Centy Etf Tr

$23.7M

AVSC

6.7%

American Centy Etf Tr

$23.48M

SPYM

6%

Spdr Series Trust

$21.07M

VGLT

5%

Vanguard Scottsdale Fds

$17.63M

Latest update

What changed recently for RETIREMENT FINANCIAL SOLUTIONS, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2026.

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Benchmark Context

Benchmark context for this company

RETIREMENT FINANCIAL SOLUTIONS, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001962532 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
17
First seen
18 Jan 2023
Latest filing
28 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

RETIREMENT FINANCIAL SOLUTIONS, LLC SEC filings RETIREMENT FINANCIAL SOLUTIONS, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 17 SEC filings for RETIREMENT FINANCIAL SOLUTIONS, LLC.

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13F-HR

13F-HR filing

Filing date
28 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR/A

13F-HR/A filing

Filing date
10 Mar 2026
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
10 Mar 2026
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-HR/A

13F-HR/A filing

Filing date
10 Mar 2026
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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