Retirement Solution LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2026. The filing, identified as a combination report, updates the firm's portfolio holdings as of that date.
The portfolio consists of 59 equity securities. The largest holding in the filing is the Dimensional ETF Trust US High Profit ETF, which comprises 1,299,677 shares. The firm also holds significant positions in the Dimensional ETF Trust US Core Equity Market ETF (896,388 shares) and the Dimensional ETF Trust International ETF (346,005 shares).
Among individual stocks, Microsoft Corporation is the largest single equity holding, with 23,918 shares. Other notable individual stock positions include Apple Inc. (9,591 shares), Amazon.com Inc. (5,730 shares), and Tesla Inc. (2,066 shares).
The filing lists Sadie Adams as the Senior Consultant for the firm. The firm's principal place of business is located in Redmond, Washington.
