Fund HoldingsRETIREMENT GUYS FORMULA LLC

Total Portfolio Value
$219.32M
Total Bought
$24.27M
Total Sold
$85.49M
Net Transaction
-$61.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR STAPL ETF
029,564+29,56402,2971.05%+2,297
INNOVATOR ETFS TRUST
US EQTY PWR BUF
040,103+40,10301,7400.79%+1,740
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQ
042,081+42,08101,4430.66%+1,443
COCA COLA CO(KO)34,92649,056+14,1302,3163,4291.56%+1,113
PROCTER AND GAMBLE CO(PG)09,996+9,99601,4330.65%+1,433
AT&T INC(T)048,122+48,12201,1950.55%+1,195
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
162,839178,301+15,4628,2619,0204.11%+759
GE VERNOVA INC(GEV)1,6002,661+1,0619841,7390.79%+755
JOHNSON & JOHNSON(JNJ)14,25616,335+2,0792,6393,3801.54%+741
WALMART INC(WMT)12,59318,142+5,5491,2962,0180.92%+722
INTUIT(INTU)7211,734+1,0134921,1490.52%+656
CBOE GLOBAL MKTS INC(CBOE)4,5336,713+2,1801,1121,6850.77%+573
PALO ALTO NETWORKS INC(PANW)6,1229,856+3,7341,2471,8150.83%+569
BROADCOM INC(AVGO)3,8965,297+1,4011,2851,8330.84%+548
ABBVIE INC(ABBV)5,7538,148+2,3951,3321,8620.85%+530
ATMOS ENERGY CORP(ATO)3,0076,184+3,1775131,0370.47%+523
CENCORA INC8,0548,871+8172,5172,9961.37%+479
BAKER HUGHES COMPANY(BKR)24,01435,392+11,3781,1701,6120.73%+442
SOUTHERN CO(SO)6,53911,930+5,3916201,0400.47%+421
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
56,92463,499+6,5753,2743,6911.68%+416
ELI LILLY & CO(LLY)2,5132,120-3931,9172,2791.04%+361
SERVICENOW INC(NOW)1,1068,994+7,8881,0181,3780.63%+360
HOME DEPOT INC(HD)2,9574,394+1,4371,1981,5120.69%+314
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,577+5,57702770.13%+277
CAPITAL ONE FINL CORP(COF)01,123+1,12302720.12%+272
ISHARES SILVER TR(SLV)04,210+4,21002710.12%+271
VANGUARD INDEX FDS08,973+8,97301,6580.76%+1,658
CARPENTER TECHNOLOGY CORP(CRS)0716+71602250.10%+225
MICRON TECHNOLOGY INC(MU)0776+77602210.10%+221
CATALYST PHARMACEUTICALS INC(CPRX)09,453+9,45302210.10%+221
COCA COLA CONS INC(COKE)01,438+1,43802200.10%+220
OPTION CARE HEALTH INC(OPCH)06,857+6,85702180.10%+218
INNOVATOR ETFS TRUST
GRWT100 PWR BF
03,847+3,84702110.10%+211
CACTUS INC(WHD)04,522+4,52202070.09%+207
TOPBUILD CORP0487+48702030.09%+203
VANGUARD INDEX FDS5,9556,626+6711,4961,6890.77%+193
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
58,85064,648+5,7981,1881,3280.61%+140
VANGUARD INDEX FDS13,82514,409+5844,0614,1821.91%+121
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
73,32175,174+1,8534,1874,3031.96%+116
VANGUARD WHITEHALL FDS043,021+43,02103,9341.79%+3,934
NOVARTIS AG(NVS)9,5479,655+1081,2241,3310.61%+107
VANGUARD WORLD FD2,4462,642+1969841,0900.50%+106
AMAZON COM INC(AMZN)10,98610,849-1372,4122,5041.14%+92
TESLA INC(TSLA)1,0141,164+1504515230.24%+73
MCDONALDS CORP(MCD)4,5054,716+2111,3691,4410.66%+72
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
34,34434,943+5992,1272,1991.00%+72
GALECTIN THERAPEUTICS INC165,993184,562+18,5697037680.35%+65
AMERICAN CENTY ETF TR50,79350,341-4523,8153,8771.77%+62
ISHARES TR15,12915,476+3471,7901,8520.84%+61
NEXTERA ENERGY INC(NEE)15,32715,091-2361,1571,2120.55%+54
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
61,75662,912+1,1563,0453,0921.41%+47
APPLE INC(AAPL)18,96717,932-1,0354,8304,8752.22%+46
VISA INC(V)05,384+5,38401,8880.86%+1,888
CUMMINS INC(CMI)4,7864,041-7452,0212,0630.94%+41
TJX COS INC NEW(TJX)13,90613,349-5572,0102,0500.93%+40
VANGUARD INDEX FDS4,2034,234+311,8341,8690.85%+35
MASTERCARD INCORPORATED(MA)03,289+3,28901,8780.86%+1,878
FIRST TR EXCHANGE-TRADED FD
SHS
65,56166,471+9103,0323,0631.40%+31
DIMENSIONAL ETF TRUST
US LARG VALU ETF
51,82550,605-1,2201,7051,7310.79%+26
INTERNATIONAL BUSINESS MACHS(IBM)01,554+1,55404530.21%+453
VANGUARD INDEX FDS1,5651,606+415145380.25%+25
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
012,094+12,09403660.17%+366
SCHWAB STRATEGIC TR018,942+18,94205100.23%+510
NEXTPOWER INC2,8562,621-2352112280.10%+17
EXELIXIS INC(EXEL)05,012+5,01202200.10%+220
INDEPENDENCE RLTY TR INC(IRT)012,476+12,47602180.10%+218
BERKSHIRE HATHAWAY INC DEL0597+59703000.14%+300
INNOVATOR ETFS TRUST
US SML CP PWR B
18,70318,70306186300.29%+12
MUELLER INDS INC(MLI)2,2982,126-1722322440.11%+12
EAST WEST BANCORP INC(EWBC)02,028+2,02802280.10%+228
GLOBAL X FDS
NASDAQ 100 COVER
016,583+16,58302930.13%+293
VANGUARD TAX-MANAGED FDS08,987+8,98704990.23%+499
SCHWAB STRATEGIC TR041,350+41,35001,1340.52%+1,134
PEGASYSTEMS INC(PEGA)3,6883,692+42122200.10%+8
SCHWAB STRATEGIC TR019,798+19,79804630.21%+463
INNOVATOR ETFS TRUST
US EQT ULTRA BF
012,041+12,04104670.21%+467
AXOS FINANCIAL INC(AX)02,449+2,44902110.10%+211
INNOVATOR ETFS TRUST
US EQTY PWR BUF
07,163+7,16303330.15%+333
FIRST TR EXCHANGE-TRADED FD6,0776,325+2482182240.10%+5
ISHARES TR01,122+1,12206530.30%+653
MCCORMICK & CO INC(MKC)014,853+14,85301,0120.46%+1,012
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,248+5,24802620.12%+262
EVERCORE INC(EVR)0678+67802310.11%+231
ACUITY INC(AYI)637608-292192190.10%-0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
02,576+2,57602050.09%+205
APPLIED INDL TECHNOLOGIES IN(AIT)0887+88702280.10%+228
VANGUARD BD INDEX FDS3,5513,504-472792750.13%-4
APPLIED MATLS INC10,4528,293-2,1592,1402,1310.97%-9
AMERICAN ELEC PWR CO INC11,49511,131-3641,2931,2840.59%-10
COMFORT SYS USA INC(FIX)0222+22202070.09%+207
UNITED THERAPEUTICS CORP DEL(UTHR)610498-1122562430.11%-13
CASEYS GEN STORES INC(CASY)0422+42202330.11%+233
HALOZYME THERAPEUTICS INC(HALO)3,0393,092+532232080.09%-15
WASTE MGMT INC DEL(WM)05,165+5,16501,1350.52%+1,135
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
24,09023,439-6511,6491,6330.74%-16
INTERACTIVE BROKERS GROUP IN(IBKR)3,6223,578-442492300.10%-19
VANGUARD STAR FDS42,28640,847-1,4393,1063,0811.40%-25
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
52,40150,881-1,5203,4063,3801.54%-26
PEPSICO INC(PEP)8,1377,774-3631,1431,1160.51%-27
VANECK ETF TRUST
FALLEN ANGEL HG
50,67550,245-4301,5071,4750.67%-31
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