Fund HoldingsRetireful, LLC

Total Portfolio Value
$107.47M
Total Bought
$71.46M
Total Sold
$43.00M
Net Transaction
+$28.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
046,086+46,08609,8069.12%+9,806
STATE STR SPDR S&P 500 ETF T(SPY)07,984+7,98405,9625.55%+5,962
ASTERA LABS INC(ALAB)06,214+6,21403,0012.79%+3,001
ADVANCED MICRO DEVICES INC(AMD)05,487+5,48703,1872.97%+3,187
INTEL CORP(INTC)019,437+19,43702,7142.53%+2,714
SELECT SECTOR SPDR TR
ST STR CARE ETF
017,039+17,03902,7032.52%+2,703
SELECT SECTOR SPDR TR
ST STR DISCR ETF
021,842+21,84202,5622.38%+2,562
FLEX LTD(FLEX)013,502+13,50202,1882.04%+2,188
MARVELL TECHNOLOGY INC(MRVL)07,107+7,10702,1171.97%+2,117
SELECT SECTOR SPDR TR
ST STR MATER ETF
040,710+40,71002,0691.93%+2,069
SELECT SECTOR SPDR TR
ST STR UTIL ETF
045,467+45,46702,0611.92%+2,061
CORNING INC(GLW)13,98215,029+1,0471,9013,8393.57%+1,938
CISCO SYS INC(CSCO)015,868+15,86801,8641.73%+1,864
ARISTA NETWORKS INC(ANET)09,682+9,68201,6451.53%+1,645
SANDISK CORP(SNDK)1,4931,125-3689492,5582.38%+1,609
DATADOG INC(DDOG)05,904+5,90401,5371.43%+1,537
TEXAS INSTRS INC(TXN)05,083+5,08301,5151.41%+1,515
DELL TECHNOLOGIES INC(DELL)5,0805,426+3468342,3412.18%+1,507
MKS INC.(MKSI)03,342+3,34201,4871.38%+1,487
UNITED AIRLS HLDGS INC(UAL)010,884+10,88401,4801.38%+1,480
CROWDSTRIKE HLDGS INC(CRWD)01,937+1,93701,4781.38%+1,478
COHERENT CORP(COHR)03,656+3,65601,4421.34%+1,442
F5 INC(FFIV)03,241+3,24101,3481.25%+1,348
HUNT J B TRANS SVCS INC(JBHT)04,640+4,64001,3431.25%+1,343
NETAPP INC(NTAP)08,321+8,32101,2881.20%+1,288
HUMANA INC(HUM)03,146+3,14601,2501.16%+1,250
MICRON TECHNOLOGY INC(MU)5,3452,625-2,7201,8063,0302.82%+1,224
STERLING INFRASTRUCTURE INC(STRL)01,451+1,45101,2181.13%+1,218
JABIL INC(JBL)03,041+3,04101,1721.09%+1,172
WESTERN DIGITAL CORP(WDC)8,0045,121-2,8832,1653,2713.04%+1,106
NVENT ELEC PLC(NVT)7,25910,677+3,4188591,8111.69%+952
CATERPILLAR INC(CAT)2,0392,196+1571,4452,3392.18%+894
VERTIV HOLDINGS CO(VRT)3,8795,554+1,6759721,8601.73%+888
MASTEC INC(MTZ)2,8274,276+1,4499101,7791.66%+870
VANGUARD WORLD FD
INF TECH ETF
2,94124,342+21,4012,0522,9092.71%+857
COMFORT SYS USA INC(FIX)1,0331,123+901,4242,2262.07%+801
SPDR SERIES TRUST
ST STR BLO 1 ETF
07,556+7,55606920.64%+692
ISHARES TR09,149+9,14906360.59%+636
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,0191,069+503991,0320.96%+632
SCHWAB STRATEGIC TR017,760+17,76006180.58%+618
ISHARES U S ETF TR
SHOR DURA BD ETF
010,930+10,93005540.52%+554
COLLABORATIVE INVESTMNT SER
RAREVIEW GOVT MO
05,051+5,05105070.47%+507
PALO ALTO NETWORKS INC(PANW)01,349+1,34904600.43%+460
GE VERNOVA INC(GEV)1,0931,183+909541,3901.29%+436
LAM RESEARCH CORP(LRCX)1,7001,785+853637730.72%+410
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
08,214+8,21404040.38%+404
NOKIA CORP(NOK)029,327+29,32703890.36%+389
KLA CORP(KLAC)2292,400+2,1713377240.67%+387
SPDR SERIES TRUST
ST STR CONV ETF
03,483+3,48303760.35%+376
SPDR SERIES TRUST
ST STR R1K LOWV
01,975+1,97503690.34%+369
QUANTA SVCS INC0478+47803440.32%+344
SSGA ACTIVE ETF TR
ST STR REAL ETF
09,714+9,71403350.31%+335
PROSHARES TR
S&P 500 DV ARIST
05,845+5,84503280.31%+328
VANGUARD WORLD FD01,990+1,99003250.30%+325
SSGA ACTIVE ETF TR
ST STR INCOM ETF
08,988+8,98803090.29%+309
ISHARES TR05,617+5,61702990.28%+299
CAPITAL GROUP CORE BALANCED
SHS
07,497+7,49702850.26%+285
WISDOMTREE TR(WT)06,191+6,19102690.25%+269
PIMCO ETF TR
MULTISECTOR BD
09,801+9,80102600.24%+260
WISDOMTREE TR(WT)02,117+2,11702410.22%+241
AMAZON COM INC(AMZN)0900+90002150.20%+215
CUMMINS INC(CMI)704739+353795270.49%+148
ALPHABET INC(GOOG)01,352+1,35204830.45%+483
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
13,42713,778+3517448450.79%+101
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
5,0825,336+2543824810.45%+99
ANALOG DEVICES INC(ADI)862905+432743590.33%+85
ISHARES TR8463,553+2,7073614410.41%+80
VIATRIS INC(VTRS)23,43524,606+1,1713173910.36%+74
GOLDMAN SACHS GROUP INC(GS)321337+162723410.32%+69
NVIDIA CORPORATION(NVDA)01,738+1,73803480.32%+348
KEYCORP(KEY)13,62814,309+6812733300.31%+57
ISHARES TR1,6621,66203614150.39%+54
VANGUARD WORLD FD9394,695+3,7563614140.39%+53
SCHWAB STRATEGIC TR11,89911,89903614120.38%+51
FREEPORT MCMORAN INC(FCX)5,4555,727+2723213600.34%+40
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,5119,986+4754815050.47%+24
ISHARES TR1,3931,39303783950.37%+18
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,4863,48603813950.37%+14
LEGG MASON ETF INVT
FRANKLIN INTL LW
8,9608,96003623740.35%+12
WISDOMTREE TR(WT)20,49617,568-2,9281,0328850.82%-147
CENCORA INC7120-7122240-224
C H ROBINSON WORLDWIDE IN(CHRW)000000
BARRICK MNG CORP(B)6,4780-6,4782640-264
CARDINAL HEALTH INC(CAH)1,2510-1,2512640-264
RTX CORPORATION(RTX)1,4060-1,4062710-271
GENERAL MTRS CO(GM)000000
ISHARES TR
MSCI USA MIN ETF
3,0700-3,0702850-285
EXXON MOBIL CORP1,6910-1,6912870-287
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
6,4330-6,4333030-303
FRANKLIN TEMPLETON ETF TR
INCOME FOCUS ETF
11,1650-11,1653210-321
SCHWAB STRATEGIC TR12,7600-12,7603270-327
ISHARES TR3,1490-3,1493480-348
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
7,1360-7,1363530-353
ISHARES TR
US TREAS BD ETF
15,7060-15,7063600-360
SPDR SERIES TRUST
ST STR R1K LOWV
1,9750-1,9753610-361
VANGUARD BD INDEX FDS4,6440-4,6443640-364
THERMO FISHER SCIENTIFIC INC(TMO)7500-7503690-369
PARKER-HANNIFIN CORP(PH)4170-4173730-373
SPDR SERIES TRUST
ST STR CONV ETF
4,1960-4,1963840-384
NEWMONT CORP(NEM)3,6790-3,6793980-398
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