• 13F History

Retirement Wealth Solutions LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$124M
Signature - Title
Patrick Gall - President
Location
Marshfield, WI
Summary
This page shows a list of all the recent 13F filings made by Retirement Wealth Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Wealth Solutions LLC reported 419 stock holdings with total value $124M as of Q1 2025. Top holdings included VOO, VEA, IVV, BNDX, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 419 $124M +$11.9M -$5.74M +$6.13M VOO, VEA, IVV, BNDX, VWO 13F-HR 4/8/2025, 11:17 AM
Q4 2024 424 $118M $0 $0 VOO, VEA, IVV, BNDX, BSV 13F-HR 1/15/2025, 11:31 AM