Fund HoldingsRETIREMENT GUYS FORMULA LLC

Total Portfolio Value
$217.45M
Total Bought
$51.11M
Total Sold
$53.58M
Net Transaction
-$2.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
043,072+43,07203,6891.70%+3,689
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
178,301239,599+61,2989,02012,1265.58%+3,106
GILEAD SCIENCES INC(GILD)021,123+21,12302,9441.35%+2,944
INNOVATOR ETFS TRUST
US EQTY PWR BF
045,705+45,70501,9530.90%+1,953
GENERAL DYNAMICS CORP(GD)05,596+5,59601,9210.88%+1,921
PEPSICO INC(PEP)7,77419,543+11,7691,1163,0351.40%+1,919
MERCK & CO INC(MRK)018,323+18,32302,2041.01%+2,204
NEWMONT CORP(NEM)016,576+16,57601,7940.83%+1,794
CATERPILLAR INC(CAT)02,522+2,52201,7870.82%+1,787
AMPHENOL CORP013,539+13,53901,7110.79%+1,711
ALTRIA GROUP INC(MO)021,356+21,35601,4100.65%+1,410
DT MIDSTREAM INC(DTM)010,257+10,25701,3810.64%+1,381
ENTERGY CORP NEW(ETR)011,815+11,81501,3280.61%+1,328
WALMART INC(WMT)18,14226,483+8,3412,0183,2851.51%+1,267
DTE ENERGY CO(DTB)010,982+10,98201,6060.74%+1,606
CASEYS GEN STORES INC(CASY)4222,025+1,6032331,4740.68%+1,241
ASTRAZENECA PLC(AZN)06,285+6,28501,2390.57%+1,239
NATHANS FAMOUS INC012,170+12,17001,2260.56%+1,226
BRITISH AMERN TOB PLC(BTI)019,854+19,85401,1610.53%+1,161
INNOVATOR ETFS TRUST
INTRNL DEV JAN
029,514+29,51401,0710.49%+1,071
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
073,966+73,96602,2351.03%+2,235
EOG RES INC(EOG)016,723+16,72302,4181.11%+2,418
MCKESSON CORP(MCK)01,121+1,12109700.45%+970
NETFLIX INC.(NFLX)029,593+29,59302,8451.31%+2,845
ELI LILLY & CO(LLY)2,1203,230+1,1102,2792,9711.37%+692
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
62,91275,392+12,4803,0923,6721.69%+580
SERVICENOW INC(NOW)8,99418,467+9,4731,3781,9310.89%+553
INNOVATOR ETFS TRUST
US SML CP PWR B
012,709+12,70905300.24%+530
JOHNSON & JOHNSON(JNJ)16,33515,755-5803,3803,8511.77%+470
SOUTHERN CO(SO)11,93014,965+3,0351,0401,4440.66%+404
GE VERNOVA INC(GEV)2,6612,448-2131,7392,1370.98%+398
ISHARES TR
CORE INTL AGGR
07,747+7,74703880.18%+388
CBOE GLOBAL MKTS INC(CBOE)6,7137,218+5051,6852,0290.93%+344
HOME DEPOT INC(HD)4,3945,594+1,2001,5121,8400.85%+328
MAGNOLIA OIL & GAS CORP(MGY)08,976+8,97602830.13%+283
TECHNIPFMC PLC(FTI)04,079+4,07902820.13%+282
CHEVRON CORPORATION(CVX)01,321+1,32102730.13%+273
DUKE ENERGY CORP NEW(DUK)011,161+11,16101,4610.67%+1,461
PROCTER & GAMBLE CO(PG)9,99611,788+1,7921,4331,7030.78%+270
EXXON MOBIL CORP01,557+1,55702640.12%+264
ATMOS ENERGY CORP(ATO)6,1847,038+8541,0371,3000.60%+264
COLGATE PALMOLIVE CO(CL)014,175+14,17501,2080.56%+1,208
FIVE BELOW INC(FIVE)01,039+1,03902370.11%+237
MAPLEBEAR INC(CART)06,306+6,30602360.11%+236
CHEWY INC(CHWY)08,660+8,66002340.11%+234
NEUROCRINE BIOSCIENCES INC(NBIX)01,731+1,73102280.10%+228
STERLING INFRASTRUCTURE INC(STRL)0545+54502220.10%+222
ATI INC(ATI)01,523+1,52302220.10%+222
ACI WORLDWIDE INC05,401+5,40102210.10%+221
MUELLER WTR PRODS INC(MWA)07,751+7,75102130.10%+213
DYNATRACE INC(DT)05,746+5,74602120.10%+212
OSI SYSTEMS INC(OSIS)0797+79702120.10%+212
HCI GROUP INC01,347+1,34702080.10%+208
ISHARES TR01,863+1,86302060.09%+206
DOXIMITY INC(DOCS)08,697+8,69702030.09%+203
ABBOTT LABORATORIES010,923+10,92301,1210.52%+1,121
BP PLC(BP)04,286+4,28602010.09%+201
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
75,17479,464+4,2904,3034,5042.07%+201
MICRON TECHNOLOGY INC(MU)7761,247+4712214210.19%+200
ABRDN ETFS028,948+28,94801,0360.48%+1,036
WASTE MGMT INC DEL(WM)5,1655,723+5581,1351,3150.60%+180
NEXTERA ENERGY INC(NEE)15,09114,980-1111,2121,3910.64%+180
PALO ALTO NETWORKS INC(PANW)9,85612,262+2,4061,8151,9660.90%+150
AMERICAN ELEC PWR CO INC11,13110,919-2121,2841,4310.66%+148
VANGUARD INDEX FDS14,40914,962+5534,1824,2971.98%+115
SCHWAB STRATEGIC TR41,35040,647-7031,1341,2470.57%+113
ISHARES TR15,47615,770+2941,8521,9500.90%+98
TJX COS INC NEW(TJX)13,34913,371+222,0502,1350.98%+85
SELECT SECTOR SPDR TR
ST STR STAPL ETF
29,56429,028-5362,2972,3801.09%+83
VANGUARD INDEX FDS6,6266,730+1041,6891,7620.81%+73
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
63,49967,671+4,1723,6913,7571.73%+66
VANGUARD INDEX FDS8,9739,055+821,6581,7090.79%+51
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,5774,935-6422773200.15%+43
COCA COLA CONS INC(COKE)1,4381,367-712202620.12%+42
BROADCOM INC(AVGO)5,2976,047+7501,8331,8710.86%+38
AMAZON COM INC(AMZN)10,84912,185+1,3362,5042,5381.17%+34
UNITED THERAPEUTICS CORP DEL(UTHR)498464-342432750.13%+32
FIRST TR EXCHANGE-TRADED FD
SHS
66,47165,819-6523,0633,0951.42%+32
HERSHEY CO(HSY)06,128+6,12801,2740.59%+1,274
NEXTPOWER INC2,6212,077-5442282500.12%+22
INNOVATOR ETFS TRUST
US EQTY PWR BUF
40,10341,353+1,2501,7401,7580.81%+18
CATALYST PHARMACEUTICALS INC(CPRX)9,4539,626+1732212380.11%+18
CARPENTER TECHNOLOGY CORP(CRS)716614-1022252420.11%+17
APPLIED INDL TECHNOLOGIES IN(AIT)887911+242282420.11%+14
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
5,2485,481+2332622730.13%+11
AMERICAN CENTY ETF TR50,34148,217-2,1243,8773,8851.79%+8
AXOS FINANCIAL INC(AX)2,4492,543+942112160.10%+5
APPLIED MATLS INC8,2936,250-2,0432,1312,1360.98%+5
INNOVATOR ETFS TRUST
US SML CP PWR B
18,70318,70306306350.29%+5
VANGUARD TAX-MANAGED FDS8,9878,975-124995020.23%+3
EXELIXIS INC(EXEL)5,0125,193+1812202230.10%+3
PEGASYSTEMS INC(PEGA)3,6925,205+1,5132202220.10%+1
VANGUARD INDEX FDS4,2344,518+2841,8691,8690.86%-0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
2,5762,57602052040.09%-1
ISHARES TR1,1221,130+86536510.30%-2
HALOZYME THERAPEUTICS INC(HALO)3,0923,187+952082060.09%-2
FRANKLIN TEMPLETON DIGITAL H(EZBC)028,523+28,52301,1180.51%+1,118
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,1637,16303333290.15%-3
VANGUARD INDEX FDS1,6061,666+605385340.25%-4
INNOVATOR ETFS TRUST
US EQT ULTRA BF
12,04112,036-54674610.21%-6
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