RETIREMENT FINANCIAL SOLUTIONS, LLC

Q3 2025 13F Combination Report, New Holdings, Stock Holdings

Signature - Title
Kendra Means - Consultant
Location
Knoxville, TN
Holdings as of
30 Sep 2025
Value $
$319,490,808
Num holdings
45
Filing time
10 Mar 2026, 16:59:19 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included SPYM, SPMD, AVSC, AVUV, and QQQJ.
Previous filing
Q2 2025 - 10 Mar 2026
Next filing
Q4 2025 - 13 Feb 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kendra Means Consultant Covington, Kentucky 10 Mar 2026

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