Golden Reserve Retirement LLC Top Holdings and 13F Report (2026) About Golden Reserve Retirement LLCInvestment ActivityGolden Reserve Retirement LLC has $484.66 million in total holdings as of March 31, 2026.Golden Reserve Retirement LLC owns shares of 104 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 11.15% of the portfolio was sold this quarter.This quarter, Golden Reserve Retirement LLC has purchased 130 new stocks and bought additional shares in 44 stocks.Golden Reserve Retirement LLC sold shares of 37 stocks and completely divested from 48 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $127,450,739Schwab U.S. Large-Cap Growth ETF $118,311,319Schwab US Dividend Equity ETF $70,185,209Invesco QQQ $62,427,506Schwab US Small-Cap ETF $43,642,967 Largest New Holdings this Quarter 743315103 - Progressive $513,243 Holding615369105 - Moody's $371,685 Holding595112103 - Micron Technology $371,286 Holding172967424 - Citigroup $347,261 Holding78409V104 - S&P Global $346,652 Holding Largest Purchases this Quarter PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 11,031 shares (about $706.09K)Invesco BulletShares 2030 Corporate Bond ETF 37,167 shares (about $621.40K)INVESCO EXCH TRD SLF IDX FD 29,984 shares (about $620.61K)Invesco BulletShares 2032 Corporate Bond ETF 30,033 shares (about $618.32K)INVESCO EXCH TRD SLF IDX FD 29,013 shares (about $613.63K) Largest Sales this Quarter Vanguard Total Stock Market ETF 17,146 shares (about $5.50M)Broadcom 14,340 shares (about $4.44M)Schwab US Dividend Equity ETF 111,896 shares (about $3.43M)Invesco QQQ 5,360 shares (about $3.09M)Schwab US Small-Cap ETF 73,412 shares (about $2.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Reserve Retirement LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$127,450,739$5,500,608 ▼-4.1%397,27826.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$118,311,319$1,341,699 ▼-1.1%4,061,49424.4%ETFSCHDSchwab US Dividend Equity ETF$70,185,209$3,432,969 ▼-4.7%2,287,65414.5%ETFQQQInvesco QQQ$62,427,506$3,093,671 ▼-4.7%108,16012.9%FinanceSCHASchwab US Small-Cap ETF$43,642,967$2,134,821 ▼-4.7%1,500,7909.0%ETFNVDANVIDIA$3,896,945$719,396 ▼-15.6%22,3450.8%Computer and TechnologyAAPLApple$3,361,703$417,992 ▼-11.1%13,2460.7%Computer and TechnologyMSFTMicrosoft$2,520,858$1,378,143 ▼-35.3%6,8100.5%Computer and TechnologyAMZNAmazon.com$1,992,727$5,415 ▼-0.3%9,5680.4%Retail/WholesaleGOOGLAlphabet$1,550,816$65,564 ▲4.4%5,3930.3%Computer and TechnologyJANTAllianzIM U.S. Large Cap Buffer10 Jan ETF$1,499,536$264,565 ▲21.4%37,3800.3%ETFAVGOBroadcom$1,424,300$4,438,171 ▼-75.7%4,6020.3%Computer and TechnologyGOOGAlphabet$1,424,260$377,221 ▲36.0%4,9650.3%Computer and TechnologyAIM ETF PRODUCTS TRUST$1,415,141$254,852 ▲22.0%45,0610.3%ALLIANZIM USAIM ETF PRODUCTS TRUST$1,201,898$221,634 ▲22.6%42,0980.2%ALLIANZIM EQ BUFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$1,186,553$706,094 ▲147.0%18,5370.2%ETFMETAMeta Platforms$1,159,150$344,999 ▲42.4%2,0260.2%Computer and TechnologyDECTAllianzIM U.S. Large Cap Buffer10 Dec ETF$1,136,818$203,879 ▲21.9%31,9780.2%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,070,694$618,316 ▲136.7%52,0060.2%ETFINVESCO EXCH TRD SLF IDX FD$1,067,484$620,612 ▲138.9%51,5740.2%BULLETSHARES 203BSCVInvesco BulletShares 2031 Corporate Bond ETF$1,065,752$612,361 ▲135.1%64,7480.2%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,063,853$621,399 ▲140.4%63,6310.2%ManufacturingINVESCO EXCH TRD SLF IDX FD$1,060,546$613,625 ▲137.3%50,1440.2%INVESCO BULLETSHINVESCO EXCH TRD SLF IDX FD$1,058,524$609,916 ▲136.0%51,5850.2%BULLETSHARESAIM ETF PRODUCTS TRUST$942,713$164,477 ▲21.1%35,4670.2%ALLIANZIM US EQUTSLATesla$931,606$23,420 ▲2.6%2,5060.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$915,426$187,674 ▼-17.0%3,1120.2%FinanceBRK.BBerkshire Hathaway$895,146$270,269 ▼-23.2%1,8680.2%FinanceXOMExxonMobil$688,650$298,771 ▼-30.3%4,0590.1%EnergyJNJJohnson & Johnson$660,232$266,195 ▼-28.7%2,7010.1%MedicalIBHFiShares iBonds 2026 Term High Yield and Income ETF$653,432$373,695 ▲133.6%28,4720.1%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$650,652$374,106 ▲135.3%6,9760.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$648,057$368,132 ▲131.5%34,7290.1%ETFWALMART INC$642,776$53,192 ▼-7.6%5,1720.1%COMTUASimplify Short Term Treasury Futures Strategy ETF$641,039$369,419 ▲136.0%30,3810.1%ETFCVXChevron$625,873$17,173 ▼-2.7%3,0250.1%EnergyDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$613,040$106,311 ▲21.0%18,3490.1%ETFLLYEli Lilly and Company$610,727$561,059 ▼-47.9%6640.1%MedicalVVisa$553,704$178,624 ▲47.6%1,8320.1%Business ServicesBSCQInvesco BulletShares 2026 Corporate Bond ETF$547,152$289,591 ▲112.4%28,0160.1%ETFBACBank of America$546,585$216,206 ▲65.4%11,2120.1%FinanceMCDMcDonald's$536,734$252,361 ▲88.7%1,7270.1%Retail/WholesaleELEVATION SERIES TRUST$517,429$314,283 ▲154.7%20,6670.1%TRUESHARES SEASOPGRProgressive$513,243$513,243 ▲New Holding2,5890.1%FinanceGSThe Goldman Sachs Group$483,906$132,820 ▲37.8%5720.1%FinancePEPPepsiCo$447,235$18,324 ▲4.3%2,8800.1%Consumer StaplesCSCOCisco Systems$441,177$6,673 ▼-1.5%5,6860.1%Computer and TechnologyCOSTCostco Wholesale$440,422$715,437 ▼-61.9%4420.1%Retail/WholesaleKOCocaCola$439,265$141,909 ▲47.7%5,7760.1%Consumer StaplesPGProcter & Gamble$422,343$621,382 ▼-59.5%2,9240.1%Consumer StaplesMSMorgan Stanley$416,362$89,032 ▲27.2%2,5300.1%FinanceBLACKROCK INC$415,459$223,117 ▲116.0%4320.1%COMHDHome Depot$413,207$209,893 ▼-33.7%1,2560.1%Retail/WholesaleVOOVanguard S&P 500 ETF$410,517$755,303 ▼-64.8%6870.1%ETFMAMastercard$401,727$134,908 ▲50.6%8040.1%Business ServicesLAM RESEARCH CORP$399,758$137,170 ▲52.2%1,8710.1%COM NEWABBVAbbVie$396,484$1,201,196 ▼-75.2%1,8230.1%MedicalAMDAdvanced Micro Devices$391,806$86,254 ▼-18.0%1,9260.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$389,544$545,625 ▼-58.3%2,6630.1%CL AMCOMoody's$371,685$371,685 ▲New Holding8520.1%FinanceMUMicron Technology$371,286$371,286 ▲New Holding1,0990.1%Computer and TechnologyABTAbbott Laboratories$367,661$91,068 ▼-19.9%3,5810.1%MedicalCATCaterpillar$355,647$53,135 ▼-13.0%5020.1%IndustrialsAIM ETF PRODUCTS TRUST$351,630$61,054 ▲21.0%11,2480.1%ALLIANZIM US EQTCCitigroup$347,261$347,261 ▲New Holding3,0620.1%Financial ServicesSPGIS&P Global$346,652$346,652 ▲New Holding8150.1%FinanceLINDE PLC$339,596$339,596 ▲New Holding6850.1%SHSGEGE Aerospace$339,389$47,390 ▼-12.3%1,1960.1%AerospaceWFCWells Fargo & Company$336,352$93,860 ▲38.7%4,2250.1%FinanceAXPAmerican Express$329,098$151,542 ▲85.3%1,0880.1%FinanceNFLXNetflix$325,179$6,154 ▲1.9%3,3820.1%Consumer DiscretionaryIBMInternational Business Machines$321,894$568,647 ▼-63.9%1,3280.1%Computer and TechnologyORCLOracle$317,610$441,771 ▼-58.2%2,1590.1%Computer and TechnologyTMOThermo Fisher Scientific$317,037$317,037 ▲New Holding6450.1%MedicalMRKMerck & Co., Inc.$316,844$50,522 ▲19.0%2,6340.1%MedicalPMPhilip Morris International$307,367$85,811 ▲38.7%1,8590.1%Consumer StaplesACNAccenture$300,409$300,409 ▲New Holding1,5150.1%Computer and TechnologyLOWLowe's Companies$299,839$22,683 ▼-7.0%1,2690.1%Retail/WholesaleDISWalt Disney$299,742$217,915 ▼-42.1%3,1100.1%Consumer DiscretionaryUNHUnitedHealth Group$294,251$2,166 ▲0.7%1,0870.1%MedicalPNCThe PNC Financial Services Group$292,366$53,687 ▲22.5%1,4050.1%FinanceAMATApplied Materials$284,027$284,027 ▲New Holding8310.1%Computer and TechnologyRTXRTX$283,095$282,709 ▼-50.0%1,4680.1%AerospaceUNPUnion Pacific$277,315$277,315 ▲New Holding1,1430.1%TransportationAEPAmerican Electric Power$268,073$95,956 ▼-26.4%2,0450.1%UtilitiesTMUST-Mobile US$265,898$265,898 ▲New Holding1,2660.1%Computer and TechnologyDUKDuke Energy$265,415$265,415 ▲New Holding2,0270.1%UtilitiesCMICummins$264,168$264,168 ▲New Holding4910.1%Auto/Tires/TrucksAPHAmphenol$262,808$262,808 ▲New Holding2,0800.1%Computer and TechnologyTAT&T$261,621$27,365 ▲11.7%9,0250.1%Computer and TechnologyTXNTexas Instruments$255,100$255,100 ▲New Holding1,3140.1%Computer and TechnologyCRMSalesforce$248,458$100,615 ▲68.1%1,3310.1%Computer and TechnologyNEENextEra Energy$236,008$11,610 ▼-4.7%2,5410.0%UtilitiesUMARInnovator U.S. Equity Ultra Buffer ETF - March$234,4660.0%5,9000.0%ETFSYKStryker$231,892$25,291 ▲12.2%7060.0%MedicalMDTMedtronic$231,789$231,789 ▲New Holding2,6750.0%MedicalUPSUnited Parcel Service$227,258$227,258 ▲New Holding2,3100.0%TransportationPHParker-Hannifin$222,020$8,952 ▼-3.9%2480.0%IndustrialsISRGIntuitive Surgical$218,509$218,509 ▲New Holding4740.0%MedicalINTCIntel$217,693$217,693 ▲New Holding4,9330.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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