Retirement Capital Strategies Top Holdings and 13F Report (2026) About Retirement Capital StrategiesInvestment ActivityRetirement Capital Strategies has $264.60 million in total holdings as of March 31, 2026.Retirement Capital Strategies owns shares of 62 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 13.87% of the portfolio was purchased this quarter.About 13.41% of the portfolio was sold this quarter.This quarter, Retirement Capital Strategies has purchased 68 new stocks and bought additional shares in 20 stocks.Retirement Capital Strategies sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total World Stock ETF $30,144,885Vanguard Total Stock Market ETF $28,093,207Vanguard Intermediate-Term Bond ETF $19,700,338iShares Core U.S. Aggregate Bond ETF $19,237,106Vanguard S&P 500 ETF $14,150,582 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $11,273,439 Holding46090A887 - Invesco Ultra Short Duration ETF $8,610,215 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $3,412,952 Holding46138G706 - Invesco Solar ETF $233,759 Holding02079K305 - Alphabet $202,442 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 222,751 shares (about $11.27M)Invesco Ultra Short Duration ETF 171,792 shares (about $8.61M)iShares Ultra Short-Term Bond Active ETF 67,423 shares (about $3.41M)WisdomTree Floating Rate Treasury Fund 61,159 shares (about $3.08M)Goldman Sachs Ultra Short Bond ETF 48,422 shares (about $2.45M) Largest Sales this Quarter iShares Silver Trust 72,928 shares (about $4.97M)SPDR Gold Shares 9,373 shares (about $4.03M)US Treasury 12 Month Bill ETF 9,767 shares (about $489.08K)US Treasury 3 Month Bill ETF 9,043 shares (about $450.88K)US Treasury 6 Month Bill ETF 4,645 shares (about $232.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Capital Strategies Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVanguard Total World Stock ETF$30,144,885$495,324 â–²1.7%217,93611.4%ETFVTIVanguard Total Stock Market ETF$28,093,207$935,799 â–²3.4%87,57010.6%ETFBIVVanguard Intermediate-Term Bond ETF$19,700,338$940,361 â–²5.0%255,2527.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$19,237,106$783,140 â–²4.2%193,7867.3%FinanceVOOVanguard S&P 500 ETF$14,150,582$182,850 â–¼-1.3%23,6815.3%ETFJPSTJPMorgan Ultra-Short Income ETF$11,273,439$11,273,439 â–²New Holding222,7514.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$10,521,305$127,445 â–¼-1.2%133,0804.0%ETFEFIVSPDR S&P 500 ESG ETF$9,911,319$109,571 â–¼-1.1%157,1223.7%ETFIUSBiShares Core Total USD Bond Market ETF$9,867,477$552,710 â–²5.9%213,6283.7%ManufacturingBNDVanguard Total Bond Market ETF$9,193,014$213,041 â–²2.4%124,8373.5%ETFGSYInvesco Ultra Short Duration ETF$8,610,215$8,610,215 â–²New Holding171,7923.3%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$7,173,842$791,104 â–²12.4%71,6022.7%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$7,036,925$761,805 â–²12.1%70,7662.7%ETFAAPLApple$6,915,524$40,606 â–¼-0.6%27,2492.6%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$5,658,074$3,078,749 â–²119.4%112,3972.1%FinanceMMM3M$4,644,746$36,888 â–¼-0.8%31,9821.8%Multi-Sector ConglomeratesARISTA NETWORKS INC$3,948,114$491 â–²0.0%32,1561.5%COM SHSESGVVanguard ESG U.S. Stock ETF$3,626,321$55,012 â–¼-1.5%32,3001.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$3,412,952$3,412,952 â–²New Holding67,4231.3%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$3,105,683$81,389 â–²2.7%71,3951.2%ETFXBILUS Treasury 6 Month Bill ETF$3,092,282$232,388 â–¼-7.0%61,8091.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,087,231$79,789 â–²2.7%64,9261.2%ETFLPLALPL Financial$3,020,6340.0%10,0411.1%FinanceGSSTGoldman Sachs Ultra Short Bond ETF$2,856,176$2,447,732 â–²599.3%56,5021.1%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,778,960$80,334 â–²3.0%125,1221.1%ETFGLDSPDR Gold Shares$2,444,614$4,033,333 â–¼-62.3%5,6810.9%FinanceMSFTMicrosoft$2,357,613$10,365 â–²0.4%6,3690.9%Computer and TechnologyNVDANVIDIA$2,297,975$7,151 â–²0.3%13,1760.9%Computer and TechnologySNPEXtrackers S&P 500 Scored & Screened ETF$2,286,422$20,247 â–¼-0.9%38,3950.9%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,161,547$805,726 â–²59.4%42,6930.8%ETFSHViShares Short Treasury Bond ETF$1,841,195$886,432 â–²92.8%16,6790.7%ETFSLViShares Silver Trust$1,521,771$4,969,315 â–¼-76.6%22,3330.6%ETFTBILUS Treasury 3 Month Bill ETF$1,450,427$450,884 â–¼-23.7%29,0900.5%ETFETNEaton$1,429,2490.0%3,9960.5%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$1,347,938$59,993 â–¼-4.3%13,3910.5%ETFTSLATesla$1,175,4740.0%3,1620.4%Auto/Tires/TrucksBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,102,063$60,024 â–¼-5.2%12,0260.4%ETFCSCOCisco Systems$1,101,7780.0%14,2000.4%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,024,022$31,961 â–¼-3.0%7,2410.4%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$926,3740.0%1,5020.4%ETFXVViShares ESG Select Screened S&P 500 ETF$757,0530.0%15,3810.3%ETFGE VERNOVA INC$628,388$873 â–²0.1%7200.2%COMOBILUS Treasury 12 Month Bill ETF$606,654$489,079 â–¼-44.6%12,1150.2%ETFINTCIntel$573,2930.0%12,9910.2%Computer and TechnologyGEGE Aerospace$564,9860.0%1,9910.2%AerospaceIVViShares Core S&P 500 ETF$538,2450.0%8240.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$502,9340.0%6,0910.2%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$502,7420.0%17,2290.2%ETFVGSHVanguard Short-Term Treasury ETF$502,4490.0%8,5830.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$502,2680.0%20,6950.2%ETFSOLVENTUM CORP$445,8030.0%6,8270.2%COM SHSITOTiShares Core S&P Total U.S. Stock Market ETF$420,7380.0%2,9540.2%ETFICLNiShares Global Clean Energy ETF$355,210$17,211 â–¼-4.6%19,4210.1%ETFMGCVanguard Mega Cap ETF$301,8190.0%1,2770.1%ETFDFACDimensional U.S. Core Equity 2 ETF$276,4500.0%7,1140.1%ETFIHAKiShares Cybersecurity and Tech ETF$262,5550.0%6,0150.1%ETFVBVanguard Small-Cap ETF$237,5610.0%9070.1%ETFTANInvesco Solar ETF$233,759$233,759 â–²New Holding4,1960.1%ETFGOOGAlphabet$220,3080.0%7680.1%Computer and TechnologySUSLiShares ESG MSCI USA Leaders ETF$217,0950.0%1,9110.1%ManufacturingAMZNAmazon.com$215,768$4,998 â–²2.4%1,0360.1%Retail/WholesaleGOOGLAlphabet$202,442$202,442 â–²New Holding7040.1%Computer and TechnologyMBBiShares MBS ETF$0$5,813,371 â–¼-100.0%00.0%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$0$5,621,952 â–¼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$4,225,428 â–¼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$3,550,455 â–¼-100.0%00.0%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$0$1,132,615 â–¼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$1,043,579 â–¼-100.0%00.0%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$942,444 â–¼-100.0%00.0%ManufacturingTIDAL TRUST II$0$917,855 â–¼-100.0%00.0%DEFIANCE AI & PWSUSCiShares ESG Aware USD Corporate Bond ETF$0$828,497 â–¼-100.0%00.0%ManufacturingWIPSPDR FTSE International Government Inflation-Protected Bond ETF$0$268,955 â–¼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$209,754 â–¼-100.0%00.0%ETFShowing 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. 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