13F Filings History of RETIREMENT FINANCIAL SOLUTIONS, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$341,611,029
Signature - Title
Kendra Means - Consultant
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT FINANCIAL SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT FINANCIAL SOLUTIONS, LLC reported 47 stock holdings with total value $341,611,029 as of Q4 2025. Top holdings included AVUS, AVSC, AVUV, SPYM, and SPMD.

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Holdings Value

List of Other Managers Reporting for RETIREMENT FINANCIAL SOLUTIONS, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $341,611,029 +$77,499,763 -$65,658,383 +$11,841,380 AVUS, AVSC, AVUV, SPYM, SPMD 13F-HR 13 Feb 2026, 15:22
Q3 2025 45 $319,490,808 $0 $0 $0 SPYM, SPMD, AVSC, AVUV, QQQJ New Holdings 10 Mar 2026, 16:59
Q3 2025 55 $324,874,024 +$154,630,165 -$127,164,872 +$27,465,293 SPLG, SPMD, AVSC, AVUV, QQQJ 13F-HR 22 Oct 2025, 09:39
Q2 2025 38 $284,053,823 +$18,782,010 -$6,682,695 +$12,099,315 SPYM, VO, VBR, SPSM, IEF Restatement 10 Mar 2026, 15:59
Q1 2025 37 $256,888,008 +$80,681,489 -$6,168,242 +$74,513,247 SPYM, VO, VBR, SPSM, IEF Restatement 10 Mar 2026, 15:39
Q4 2024 37 $185,451,496 +$6,006,690 -$45,066,589 -$39,059,899 SPSM, VO, VBR, SPLG, QQQM 13F-HR 31 Jan 2025, 13:26
Q3 2024 40 $228,385,357 +$3,082,030 -$819,352 +$2,262,678 SPLG, QQQM, SPYV, VBR, VO 13F-HR 29 Oct 2024, 12:51
Q2 2024 40 $212,493,424 +$18,613,020 -$767,939 +$17,845,081 SPLG, QQQM, SPYV, VO, SPSM 13F-HR 05 Aug 2024, 14:24
Q1 2024 40 $194,536,700 +$13,285,643 -$4,027,226 +$9,258,417 SPLG, SPYV, VBR, QQQM, VO 13F-HR 10 May 2024, 16:36
Q4 2023 47 $176,504,547 +$55,752,198 -$41,421,298 +$14,330,900 SPLG, SPSM, SPYV, VBR, VO 13F-HR 18 Jan 2024, 12:57
Q3 2023 38 $148,327,614 +$27,391,425 -$17,870,765 +$9,520,660 SPY, SHYG, IEF, QQQ, SPYV 13F-HR 20 Oct 2023, 15:07
Q2 2023 34 $145,550,755 +$16,353,713 -$1,146,139 +$15,207,574 SPY, SHYG, IEF, QQQ, SPYV 13F-HR 18 Jul 2023, 12:57
Q1 2023 31 $125,800,978 +$12,654,368 -$9,829,024 +$2,825,344 SPY, SHYG, IEF, QQQ, SPYV 13F-HR 26 Apr 2023, 11:08
Q4 2022 277 $117,712,721 $0 $0 $0 SPY, IEF, SHYG, SPYV, VBR 13F-HR 18 Jan 2023, 17:08