Retirement Wealth Solutions LLC has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The firm reported ownership of 907 distinct positions with a total value of approximately $1.89 billion.
The portfolio is diversified across various sectors, with the largest positions held in Apple Inc. (29.4 million shares), Amazon.com Inc. (3.1 million shares), and Berkshire Hathaway Inc. (2.4 million shares). Other notable holdings include Microsoft, Visa, and Eli Lilly, with share counts ranging from 1.5 million to 2.0 million.
The filing lists BlackRock ETF Trust funds as significant holders, with several exchange-traded funds comprising over 50,000 shares each. Individual company positions range from single shares to holdings of more than 300,000 shares.
