13F Filings History of Golden Reserve Retirement LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$541,595,298
Signature - Title
Anna Christine - Chief Compliance Officer
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by Golden Reserve Retirement LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden Reserve Retirement LLC reported 130 stock holdings with total value $541,595,298 as of Q4 2025. Top holdings included VTI, SCHG, QQQ, SCHD, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 130 $541,595,298 +$149,182,410 -$218,505 +$148,963,905 VTI, SCHG, QQQ, SCHD, SCHA 13F-HR 28 Jan 2026, 21:25
Q3 2025 20 $385,365,821 +$55,569,916 -$6,773,299 +$48,796,617 VTI, SCHG, QQQ, SCHD, SCHA 13F-HR 03 Nov 2025, 20:22
Q2 2025 18 $311,639,156 +$39,059,594 -$4,428,112 +$34,631,482 VTI, SCHG, QQQ, SCHD, SCHA 13F-HR 23 Jul 2025, 16:01
Q1 2025 17 $251,303,302 $0 $0 $0 VTI, SCHG, SCHD, QQQ, SCHA 13F-HR 07 May 2025, 19:11