Retireful, LLC Top Holdings and 13F Report (2026) About Retireful, LLCInvestment ActivityRetireful, LLC has $70.98 million in total holdings as of March 31, 2026.Retireful, LLC owns shares of 84 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 45.18% of the portfolio was purchased this quarter.About 61.92% of the portfolio was sold this quarter.This quarter, Retireful, LLC has purchased 93 new stocks and bought additional shares in 21 stocks.Retireful, LLC sold shares of 27 stocks and completely divested from 45 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $4,375,584Vanguard Energy ETF $2,697,348Vanguard Utilities ETF $2,265,335Utilities Select Sector SPDR Fund $2,222,590SPDR S&P 500 ETF Trust $2,177,338 Largest New Holdings this Quarter 92204A306 - Vanguard Energy ETF $2,697,348 Holding92204A876 - Vanguard Utilities ETF $2,265,335 Holding922908637 - Vanguard Large-Cap ETF $2,100,019 Holding980745103 - Woodward $1,197,958 Holding892672106 - Tradeweb Markets $1,169,423 Holding Largest Purchases this Quarter Vanguard Energy ETF 15,588 shares (about $2.70M)Vanguard Utilities ETF 11,433 shares (about $2.27M)Vanguard Large-Cap ETF 7,027 shares (about $2.10M)Woodward 3,347 shares (about $1.20M)Tradeweb Markets 9,939 shares (about $1.17M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 21,040 shares (about $4.04M)SPDR S&P 500 ETF Trust 2,908 shares (about $1.89M)Alphabet 4,579 shares (about $1.32M)C.H. Robinson Worldwide 5,259 shares (about $873.36K)Advanced Micro Devices 4,028 shares (about $819.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetireful, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$4,375,584$4,037,997 ▼-48.0%22,7996.2%ETFVDEVanguard Energy ETF$2,697,348$2,697,348 ▲New Holding15,5883.8%ETFVPUVanguard Utilities ETF$2,265,335$2,265,335 ▲New Holding11,4333.2%ETFXLUUtilities Select Sector SPDR Fund$2,222,590$31,251 ▼-1.4%48,4333.1%ETFSPYSPDR S&P 500 ETF Trust$2,177,338$1,891,188 ▼-46.5%3,3483.1%FinanceWDCWestern Digital$2,165,002$135,245 ▼-5.9%8,0043.0%Computer and TechnologyVVVanguard Large-Cap ETF$2,100,019$2,100,019 ▲New Holding7,0273.0%ETFVGTVanguard Information Technology ETF$2,051,995$140,939 ▲7.4%2,9412.9%ETFGLWCorning$1,901,133$91,916 ▲5.1%13,9822.7%Computer and TechnologyMUMicron Technology$1,805,755$794,262 ▲78.5%5,3452.5%Computer and TechnologyBKRBaker Hughes$1,691,818$727,838 ▲75.5%27,7122.4%EnergyTPRTapestry$1,523,988$124,177 ▲8.9%10,8002.1%Retail/WholesaleSCCOSouthern Copper$1,494,169$82,245 ▲5.8%8,6842.1%Basic MaterialsCATCaterpillar$1,444,550$76,514 ▲5.6%2,0392.0%IndustrialsFIXComfort Systems USA$1,424,497$110,319 ▲8.4%1,0332.0%ConstructionBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,289,741$81,743 ▼-6.0%14,0741.8%ETFAMATApplied Materials$1,276,244$102,537 ▲8.7%3,7341.8%Computer and TechnologyAEPAmerican Electric Power$1,218,258$476,607 ▲64.3%9,2941.7%UtilitiesWWDWoodward$1,197,958$1,197,958 ▲New Holding3,3471.7%AerospaceTWTradeweb Markets$1,169,423$1,169,423 ▲New Holding9,9391.6%FinanceXPOXPO$1,115,939$1,115,939 ▲New Holding5,7361.6%TransportationHONHoneywell International$1,099,410$1,099,410 ▲New Holding4,8641.5%Multi-Sector ConglomeratesWALMART INC$1,076,389$86,996 ▲8.8%8,6611.5%COMUSFRWisdomTree Floating Rate Treasury Fund$1,031,769$1,031,769 ▲New Holding20,4961.5%FinanceCWCurtiss-Wright$1,006,014$81,734 ▲8.8%1,4771.4%AerospaceVRTVertiv$972,000$972,000 ▲New Holding3,8791.4%Computer and TechnologyGE VERNOVA INC$954,080$954,080 ▲New Holding1,0931.3%COMSANDISK CORP$948,563$948,563 ▲New Holding1,4931.3%COMCHENIERE ENERGY INC$914,842$914,842 ▲New Holding3,2241.3%COM NEWMTZMasTec$909,559$909,559 ▲New Holding2,8271.3%ConstructionFTAI AVIATION LTD$881,510$881,510 ▲New Holding3,5981.2%SHSNVTnVent Electric$858,595$858,595 ▲New Holding7,2591.2%Computer and TechnologyETREntergy$838,430$68,540 ▲8.9%7,4621.2%UtilitiesDELLDell Technologies$833,780$833,780 ▲New Holding5,0801.2%Computer and TechnologyLITELumentum$828,554$828,554 ▲New Holding1,1791.2%Computer and TechnologyTDYTeledyne Technologies$820,394$820,394 ▲New Holding1,3561.2%AerospaceCIENCiena$818,001$818,001 ▲New Holding2,1071.2%Computer and TechnologyROSTRoss Stores$814,529$68,238 ▲9.1%3,7601.1%Retail/WholesaleXLGInvesco S&P 500 Top 50 ETF$744,366$12,363 ▼-1.6%13,4271.0%ETFCGDVCapital Group Dividend Value ETF$691,065$691,065 ▲New Holding15,9731.0%ETFAOMiShares Core 40/60 Moderate Allocation ETF$650,722$650,722 ▲New Holding13,7370.9%ETFGVIiShares Intermediate Government/Credit Bond ETF$647,121$46,192 ▼-6.7%6,0660.9%ETFJPSTJPMorgan Ultra-Short Income ETF$481,352$24,040 ▼-4.8%9,5110.7%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$409,652$409,652 ▲New Holding11,3320.6%ETFSTXSeagate Technology$399,203$24,289 ▲6.5%1,0190.6%Computer and TechnologyNEMNewmont$398,252$19,810 ▼-4.7%3,6790.6%Basic MaterialsCWBSPDR Bloomberg Convertible Securities ETF$384,018$47,041 ▼-10.9%4,1960.5%ETFSPHQInvesco S&P 500 Quality ETF$382,116$19,098 ▼-4.8%5,0820.5%ETFXMHQInvesco S&P MidCap Quality ETF$380,660$380,660 ▲New Holding3,4860.5%ETFCMICummins$378,766$18,831 ▼-4.7%7040.5%Auto/Tires/TrucksIWYiShares Russell Top 200 Growth ETF$377,506$377,506 ▲New Holding1,3930.5%ETFPHParker-Hannifin$373,315$17,905 ▼-4.6%4170.5%IndustrialsGOOGLAlphabet$370,377$1,316,736 ▼-78.0%1,2880.5%Computer and TechnologyTMOThermo Fisher Scientific$368,648$18,187 ▼-4.7%7500.5%MedicalBSVVanguard Short-Term Bond ETF$364,136$364,136 ▲New Holding4,6440.5%ETFLAM RESEARCH CORP$363,222$14,956 ▲4.3%1,7000.5%COM NEWLVHIFranklin International Low Volatility High Dividend Index ETF$361,530$361,530 ▲New Holding8,9600.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$361,154$361,154 ▲New Holding11,8990.5%ETFIWDiShares Russell 1000 Value ETF$361,020$361,020 ▲New Holding1,6620.5%ETFMGKVanguard Mega Cap Growth ETF$360,967$42,670 ▲13.4%9390.5%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$360,930$360,930 ▲New Holding1,9750.5%ETFIWFiShares Russell 1000 Growth ETF$360,734$17,909 ▼-4.7%8460.5%ETFGOVTiShares U.S. Treasury Bond ETF$359,824$359,824 ▲New Holding15,7060.5%ETFGALSPDR SSgA Global Allocation ETF$353,232$25,196 ▼-6.7%7,1360.5%ETFTIPiShares TIPS Bond ETF$347,524$32,336 ▼-8.5%3,1490.5%ETFKLACKLA$337,182$16,197 ▼-4.6%2290.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$327,166$327,166 ▲New Holding12,7600.5%ETFINCMFranklin Income Focus ETF$320,994$320,994 ▲New Holding11,1650.5%ETFFCXFreeport-McMoRan$320,645$17,693 ▲5.8%5,4550.5%Basic MaterialsVTRSViatris$316,607$17,955 ▲6.0%23,4350.4%MedicalJCPBJPMorgan Core Plus Bond ETF$302,866$302,866 ▲New Holding6,4330.4%ETFNVDANVIDIA$288,806$632,722 ▼-68.7%1,6560.4%Computer and TechnologyXOMExxonMobil$286,895$286,895 ▲New Holding1,6910.4%EnergyUSMViShares MSCI USA Min Vol Factor ETF$284,712$284,712 ▲New Holding3,0700.4%ETFADIAnalog Devices$274,237$13,680 ▼-4.8%8620.4%Computer and TechnologyKEYKeyCorp$273,241$14,937 ▲5.8%13,6280.4%FinanceGSThe Goldman Sachs Group$271,563$271,563 ▲New Holding3210.4%FinanceGMGeneral Motors$271,553$770,182 ▼-73.9%3,6450.4%Auto/Tires/TrucksRTXRTX$271,217$13,503 ▼-4.7%1,4060.4%AerospaceCAHCardinal Health$264,349$13,101 ▼-4.7%1,2510.4%MedicalBARRICK MNG CORP$264,238$13,869 ▲5.5%6,4780.4%COM SHSCHRWC.H. Robinson Worldwide$262,391$873,363 ▼-76.9%1,5800.4%TransportationCORCencora$223,668$10,995 ▼-4.7%7120.3%MedicalAMDAdvanced Micro Devices$215,229$819,416 ▼-79.2%1,0580.3%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$0$2,129,811 ▼-100.0%00.0%ETFVFHVanguard Financials ETF$0$2,104,522 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$1,917,427 ▼-100.0%00.0%ETFEXPEExpedia Group$0$1,611,105 ▼-100.0%00.0%Retail/WholesaleAVGOBroadcom$0$1,491,760 ▼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$1,303,481 ▼-100.0%00.0%COM CL AUALUnited Airlines$0$1,176,871 ▼-100.0%00.0%TransportationGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$1,109,968 ▼-100.0%00.0%ETFTKO GROUP HOLDINGS INC$0$990,750 ▼-100.0%00.0%CL AJKHYJack Henry & Associates$0$936,776 ▼-100.0%00.0%Computer and TechnologyEPAMEPAM Systems$0$934,997 ▼-100.0%00.0%Computer and TechnologyRLRalph Lauren$0$900,595 ▼-100.0%00.0%Consumer DiscretionaryCCitigroup$0$898,649 ▼-100.0%00.0%Financial ServicesEXPAND ENERGY CORPORATION$0$832,421 ▼-100.0%00.0%COMLLYEli Lilly and Company$0$763,383 ▼-100.0%00.0%MedicalAAPLApple$0$750,424 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
