13F Filings History of RETIREMENT GUYS FORMULA LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$219,322,239
Signature - Title
Nolan Baker - Managing Member
Location
Maumee, OH
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT GUYS FORMULA LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT GUYS FORMULA LLC reported 150 stock holdings with total value $219,322,239 as of Q4 2025. Top holdings included JPST, HEGD, QQQ, SCHG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $219,322,239 +$20,377,843 -$84,875,430 -$64,497,587 JPST, HEGD, QQQ, SCHG, AAPL 13F-HR 23 Jan 2026, 12:27
Q3 2025 169 $284,210,510 +$31,355,391 -$27,442,330 +$3,913,061 SCHG, PSFF, JPST, SCHV, AAAU 13F-HR 21 Oct 2025, 11:15
Q2 2025 145 $263,325,418 +$61,221,453 -$9,379,000 +$51,842,453 SCHG, PSFF, SCHV, HEGD, JPST 13F-HR 15 Jul 2025, 14:58
Q1 2025 137 $201,280,559 +$64,672,151 -$58,347,639 +$6,324,512 PSFF, JPST, HEGD, AAAU, BCD 13F-HR 23 Apr 2025, 09:23
Q4 2024 135 $198,305,726 +$36,637,671 -$37,036,752 -$399,081 SCHG, PSFF, JEPI, HEGD, JPST 13F-HR 29 Jan 2025, 15:47
Q3 2024 128 $215,060,097 +$19,213,658 -$22,873,647 -$3,659,989 PSFF, SCHG, SCHV, JEPI, HEGD 13F-HR 21 Oct 2024, 08:51
Q2 2024 124 $208,618,436 +$10,894,083 -$11,045,960 -$151,877 PSFF, SCHG, SCHV, JEPI, HEGD 13F-HR 01 Aug 2024, 10:44
Q1 2024 123 $205,036,516 +$35,549,102 -$28,534,623 +$7,014,479 PSFF, SCHG, SCHV, JEPI, HEGD 13F-HR 19 Apr 2024, 16:47
Q4 2023 127 $186,419,454 +$48,019,815 -$16,566,336 +$31,453,479 PSFF, SCHG, SCHV, HEGD, JEPI 13F-HR 22 Jan 2024, 13:26
Q3 2023 120 $143,594,509 +$25,164,169 -$49,428,029 -$24,263,860 SCHG, PSFF, HEGD, NAPR, JEPI 13F-HR 13 Oct 2023, 14:00
Q2 2023 122 $172,534,659 +$43,823,673 -$16,868,213 +$26,955,460 SCHG, SCHV, HEGD, PSFF, NAPR 13F-HR 17 Jul 2023, 17:10
Q1 2023 122 $139,499,446 +$18,113,357 -$6,589,246 +$11,524,111 DMAY, HEGD, PSFF, FEZ, JEPI 13F-HR 18 Apr 2023, 16:21
Q4 2022 117 $121,855,291 +$43,053,640 -$22,282,898 +$20,770,742 DMAY, HEGD, PSFF, FEZ, JEPI 13F-HR 13 Feb 2023, 20:19
Q3 2022 143 $94,868,000 +$13,052,548 -$10,267,929 +$2,784,619 HEGD, PSFF, DMAY, VO, XLP Restatement 15 Dec 2022, 19:16
Q2 2022 125 $97,254,000 +$19,535,809 -$58,436,076 -$38,900,267 HEGD, DMAY, PSFF, XLP, FYX 13F-HR 22 Jul 2022, 12:24
Q1 2022 133 $149,123,000 +$59,939,199 -$29,472,474 +$30,466,725 LMBS, HEGD, SCHV, PTBD, HYLS 13F-HR 18 Jul 2022, 17:30
Q4 2021 114 $125,911,000 $0 $0 $0 LMBS, HEGD, XLP, SCHG, FTCS 13F-HR 18 Jul 2022, 17:28