RETIREMENT GUYS FORMULA LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 173 distinct positions held by the firm, managed by Nolan Baker. The firm is based in Maumee, Ohio.
The filing details a portfolio that includes a mix of large-cap technology companies, energy firms, and various exchange-traded funds. Major holdings include Apple Inc., with 18,719 shares, and Microsoft Corporation, with 6,092 shares. Other notable technology positions include Alphabet Inc. Class C, Amazon.com Inc., and Meta Platforms Inc. Class A.
The portfolio also features significant exposure to energy and industrial sectors. Berkshire Hathaway Inc. Class B New is listed with 738 shares, while Caterpillar Inc. and Cummins Inc. are also included. The filing also lists several shares of Tesla Inc., with 827 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds, including the VanEck Fallen Angel High Quality ETF, the Invesco QQQ Trust Unit, and various Vanguard index funds covering international, large-cap, and small-cap equities.
