Retirement Financial Solutions, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists the firm's address as 9725 Cogdill Road Suite 101 in Knoxville, Tennessee.
The report details a total of 57 holdings held by the firm. The largest position reported is American Century ETF Trust U.S. Equity ETF, which the firm holds 362,974 shares. Other significant holdings include American Century ETF Trust Avantis U.S. Small ETF (400,999 shares), SPDR S&P 500 ETF Trust (288,947 shares), and American Century ETF Trust Avantis Emerging Markets ETF (266,173 shares).
The portfolio is heavily weighted toward broad market index funds and ETFs. Major holdings include Vanguard Scottsdale Funds Long Term Treas (393,592 shares), Schwab Strategic Trust U.S. Dividend Equity (484,480 shares), and Tidal Trust III Fund Grade Mid ETF (504,845 shares). International exposure is represented by Vanguard World Fund Mega Cap Index (51,854 shares) and Vanguard World Fund Mega Growth Ind (151,947 shares).
The filing also includes positions in specific technology and cryptocurrency assets. The firm holds 39,291 shares of Grayscale Bitcoin Mini Trust, 44,748 shares of Grayscale Ethereum Staking Shares, and 4,909 shares of NVIDIA Corporation. Other notable stock positions include Apple Inc. (1,215 shares), Microsoft Corporation (605 shares), and JPMorgan Chase & Co. (819 shares).
