Filer Snapshot

RETIREMITTEN FINANCIAL LLC

CIK 0002127635. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

1

Latest filing

14 May 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.

Latest 13F portfolio

$206.83M

183 holdings for Q1 2026

Open portfolio

Largest parsed holding

SPYM

$42.44M reported value

Open holding

13D/G large stake

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

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0002127635.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$206.83M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$206.83M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SPYM SPAB VYM SPYG SPHY
+15 moreSPDW ILTB SPMD BSV SPSM USRT SPEM ITOT VUG SPY CAT IVV SCHX VO VTI

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

Largest 13F holdings

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

SPYM SPAB VYM SPYG SPHY SPDW ILTB SPMD
+12 moreBSV SPSM USRT SPEM ITOT VUG SPY CAT IVV SCHX VO VTI
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
522 N. Main St, Ste 200, Milford, MI, 48381
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
MI
Fiscal year end
31 December

Filer intelligence

What SEC filings say about RETIREMITTEN FINANCIAL 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.

Quick read

  • Latest parsed 13F shows $206.83M across 183 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPYM at $42.44M.

SEC source mix

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

XML parsed
13F portfolio 183 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

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

Open

Top parsed 13F holdings

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

Q1 2026 - 14 May 2026

Top 5 concentration

68%

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

Top 5 reported value

$140.98M

Compared with $206.83M total 13F value.

Top 5 net change

$0

Position-value change inside the visible top holdings only.

13F concentration map

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

SPYM SPAB VYM SPYG SPHY Other holdings

SPYM

20.5%

SPDR Portfolio S&P 500 ETF

$42.44M

SPAB

14.1%

SPDR Portfolio Aggregate Bond ETF

$29.25M

VYM

13.7%

Vanguard High Dividend Yield ETF

$28.32M

SPYG

13.2%

SPDR Portfolio S&P 500 Growth ETF

$27.4M

SPHY

6.6%

SPDR Portfolio High Yield Bond ETF

$13.57M

Latest update

What changed recently for RETIREMITTEN FINANCIAL LLC

New filing available

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

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Benchmark Context

Benchmark context for this company

RETIREMITTEN FINANCIAL 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.

SEC filing record

CIK 0002127635 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
1
First seen
14 May 2026
Latest filing
14 May 2026
Entity
Company

Latest Filings

Showing the latest 1 of 1 SEC filings for RETIREMITTEN FINANCIAL LLC.

13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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