13F Filings History of Retirement Wealth Solutions LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$158,242,704
Signature - Title
Patrick Gall - President
Location
Marshfield, WI
Summary
This page shows a list of all the recent 13F filings made by Retirement Wealth Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Wealth Solutions LLC reported 756 stock holdings with total value $158,242,704 as of Q4 2025. Top holdings included VOO, VEA, IVV, VWO, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 756 $158,242,704 +$6,512,393 -$3,082,173 +$3,430,220 VOO, VEA, IVV, VWO, DYNF 13F-HR 07 Jan 2026, 13:31
Q3 2025 809 $152,157,865 +$13,061,314 -$5,897,904 +$7,163,410 VOO, VEA, IVV, VWO, BNDX 13F-HR 08 Oct 2025, 10:18
Q2 2025 428 $136,980,869 +$7,981,805 -$5,330,066 +$2,651,739 VOO, VEA, IVV, BNDX, VWO 13F-HR 07 Jul 2025, 11:10
Q1 2025 419 $123,947,831 +$11,868,562 -$5,739,340 +$6,129,222 VOO, VEA, IVV, BNDX, VWO 13F-HR 08 Apr 2025, 11:17
Q4 2024 424 $118,275,241 $0 $0 $0 VOO, VEA, IVV, BNDX, BSV 13F-HR 15 Jan 2025, 11:31