Retirement Income Solutions, Inc Top Holdings and 13F Report (2026) About Retirement Income Solutions, IncInvestment ActivityRetirement Income Solutions, Inc has $585.09 million in total holdings as of March 31, 2026.Retirement Income Solutions, Inc owns shares of 173 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Retirement Income Solutions, Inc has purchased 170 new stocks and bought additional shares in 38 stocks.Retirement Income Solutions, Inc sold shares of 43 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $142,324,752SPDR S&P 500 ETF Trust $45,380,400SPDR Portfolio S&P 400 Mid Cap ETF $42,471,873JPMorgan Ultra-Short Income ETF $36,411,820iShares Core S&P 500 ETF $35,972,345 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $489,183 Holding921937835 - Vanguard Total Bond Market ETF $375,122 Holding65339F101 - NextEra Energy $338,919 Holding38748G101 - GraniteShares Gold Trust $251,224 Holding46428Q109 - iShares Silver Trust $246,326 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 61,486 shares (about $4.71M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 19,609 shares (about $1.97M)J P MORGAN EXCHANGE TRADED F 19,463 shares (about $1.05M)Avantis International Equity ETF 10,419 shares (about $883.95K)SPDR Portfolio S&P 400 Mid Cap ETF 14,567 shares (about $862.66K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 600 shares (about $390.20K)iShares Core S&P 500 ETF 570 shares (about $372.33K)iShares Russell 1000 Growth ETF 706 shares (about $301.04K)SPDR S&P Fossil Fuel Reserves Free ETF 3,623 shares (about $192.13K)Amazon.com 916 shares (about $190.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Income Solutions, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$142,324,752$4,706,138 â–²3.4%1,859,48224.3%ETFSPYSPDR S&P 500 ETF Trust$45,380,400$390,201 â–¼-0.9%69,7807.8%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$42,471,873$862,658 â–²2.1%717,1887.3%ETFJPSTJPMorgan Ultra-Short Income ETF$36,411,820$264,134 â–²0.7%719,4596.2%ETFIVViShares Core S&P 500 ETF$35,972,345$372,330 â–¼-1.0%55,0706.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$34,938,621$1,972,077 â–²6.0%347,4066.0%ETFIWFiShares Russell 1000 Growth ETF$17,904,110$301,038 â–¼-1.7%41,9893.1%ETFIJHiShares Core S&P Mid-Cap ETF$15,831,309$71,244 â–²0.5%234,4342.7%ETFGLDMSPDR Gold MiniShares Trust$12,033,201$159,798 â–¼-1.3%129,8222.1%FinanceSPYXSPDR S&P Fossil Fuel Reserves Free ETF$8,985,919$192,127 â–¼-2.1%169,4501.5%ETFESGUiShares ESG Aware MSCI USA ETF$7,712,198$32,102 â–²0.4%54,5341.3%ManufacturingQQQInvesco QQQ$7,677,648$54,255 â–¼-0.7%13,3021.3%FinanceJMUBJPMorgan Municipal ETF$7,072,885$44,041 â–¼-0.6%141,4861.2%ETFRSPInvesco S&P 500 Equal Weight ETF$7,062,272$28,212 â–¼-0.4%36,7981.2%ETFIWDiShares Russell 1000 Value ETF$6,923,549$94,015 â–²1.4%32,4031.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,308,221$58,592 â–¼-0.9%10,2281.1%ETFIWBiShares Russell 1000 ETF$6,152,443$6,775 â–¼-0.1%17,2551.1%ETFFIDELITY COVINGTON TRUST$5,701,482$249,964 â–²4.6%150,0391.0%ENHANCED SMALLACWIiShares MSCI ACWI ETF$5,616,162$62,543 â–¼-1.1%40,5881.0%ManufacturingAAPLApple$5,131,210$79,184 â–¼-1.5%20,2180.9%Computer and TechnologyAVDEAvantis International Equity ETF$4,899,425$883,948 â–²22.0%57,7490.8%ETFDFAEDimensional Emerging Core Equity Market ETF$4,402,139$606,670 â–²16.0%130,0100.8%ETFVOVanguard Mid-Cap ETF$4,016,212$9,477 â–¼-0.2%13,9850.7%ETFAMZNAmazon.com$3,429,999$190,775 â–¼-5.3%16,4690.6%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$3,309,652$1,762 â–²0.1%33,8030.6%ETFEFAiShares MSCI EAFE ETF$3,245,502$153,854 â–²5.0%33,4140.6%FinanceBRK.BBerkshire Hathaway$3,110,966$58,942 â–¼-1.9%6,4920.5%FinanceXLKTechnology Select Sector SPDR Fund$3,080,3560.0%23,1780.5%ETFIVWiShares S&P 500 Growth ETF$2,972,9830.0%26,2840.5%ETFVOOVanguard S&P 500 ETF$2,779,8030.0%4,6520.5%ETFGOOGLAlphabet$2,468,415$40,834 â–²1.7%8,5840.4%Computer and TechnologyVUGVanguard Growth ETF$2,411,5180.0%5,5210.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,378,284$43,114 â–¼-1.8%42,0340.4%ETFMSFTMicrosoft$2,345,397$41,459 â–¼-1.7%6,3360.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,302,795$129,121 â–¼-5.3%23,6840.4%ETFVTIVanguard Total Stock Market ETF$2,255,9360.0%7,0320.4%ETFIVEiShares S&P 500 Value ETF$2,085,9510.0%9,8790.4%ETFGOOGAlphabet$1,958,6800.0%6,8280.3%Computer and TechnologyPOCTInnovator U.S. Equity Power Buffer ETF - October$1,948,356$402,863 â–²26.1%45,1950.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,830,471$35,830 â–²2.0%62,8380.3%ETFLLYEli Lilly and Company$1,732,847$221,665 â–²14.7%1,8840.3%MedicalNVDANVIDIA$1,721,5020.0%9,8710.3%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$1,619,6500.0%39,6390.3%ETFSMHVanEck Semiconductor ETF$1,602,9950.0%4,1810.3%ManufacturingGLDSPDR Gold Shares$1,591,212$7,315 â–¼-0.5%3,6980.3%FinanceVEUVanguard FTSE All-World ex-US ETF$1,571,543$321,128 â–²25.7%20,9260.3%ETFXLEEnergy Select Sector SPDR Fund$1,546,876$196,583 â–²14.6%25,2510.3%ETFJ P MORGAN EXCHANGE TRADED F$1,525,509$1,046,526 â–²218.5%28,3710.3%ACTIVE BOND ETFPDECInnovator U.S. Equity Power Buffer ETF - December$1,262,5900.0%29,7080.2%ETFEEMiShares MSCI Emerging Markets ETF$1,261,136$31,462 â–¼-2.4%22,2070.2%FinanceJPMJPMorgan Chase & Co.$1,201,055$29,122 â–²2.5%4,0830.2%FinanceVTVVanguard Value ETF$1,124,2260.0%5,7300.2%ETFPHOInvesco Water Resources ETF$1,082,6640.0%16,1930.2%ETFCWISPDR MSCI ACWI ex-US ETF$1,065,611$37,322 â–²3.6%29,1230.2%ETFXMESPDR S&P Metals & Mining ETF$1,011,298$54,545 â–²5.7%9,3630.2%ETFEFIVSPDR S&P 500 ESG ETF$954,911$9,210 â–¼-1.0%15,1380.2%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$931,0830.0%7,4600.2%ETFLAM RESEARCH CORP$892,031$63,457 â–¼-6.6%4,1750.2%COM NEWPJANInnovator U.S. Equity Power Buffer ETF - January$884,543$102,639 â–¼-10.4%19,1750.2%ETFVONEVanguard Russell 1000 ETF$846,9940.0%2,8700.1%ETFKOCocaCola$810,769$1,977 â–²0.2%10,6610.1%Consumer StaplesJNJJohnson & Johnson$802,985$6,600 â–¼-0.8%3,2850.1%MedicalSCHXSchwab US Large-Cap ETF$729,5860.0%28,4550.1%ETFURTHiShares MSCI World ETF$717,3800.0%3,9850.1%ETFMRKMerck & Co., Inc.$712,117$15,277 â–¼-2.1%5,9200.1%MedicalPGProcter & Gamble$711,945$11,989 â–²1.7%4,9290.1%Consumer StaplesDBEFXtrackers MSCI EAFE Hedged Equity ETF$708,841$49,005 â–¼-6.5%14,3490.1%ETFECLEcolab$657,6010.0%2,4720.1%Basic MaterialsBJUNInnovator U.S. Equity Buffer ETF - June$652,3060.0%14,1030.1%ETFORCLOracle$640,0760.0%4,3510.1%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$633,0990.0%1,7230.1%ETFIAUiShares Gold Trust$632,901$353,257 â–²126.3%7,1790.1%FinanceVANGUARD INSTL INDEX FD$631,2240.0%8,3440.1%0-3 MO TREAS BILSPABSPDR Portfolio Aggregate Bond ETF$626,845$12,041 â–²2.0%24,4670.1%ETFQQQMInvesco NASDAQ 100 ETF$620,663$77,464 â–²14.3%2,6120.1%ETFIUSGiShares Core S&P U.S. Growth ETF$620,4400.0%4,0000.1%ManufacturingIBMInternational Business Machines$611,792$10,908 â–¼-1.8%2,5240.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$605,3670.0%4,7250.1%ETFVOTVanguard Mid-Cap Growth ETF$602,9710.0%2,3430.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$601,421$41,391 â–¼-6.4%5,0710.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$567,472$380 â–¼-0.1%11,9340.1%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$559,3920.0%14,1690.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$557,513$102,965 â–¼-15.6%6,7520.1%ManufacturingPJULInnovator U.S. Equity Power Buffer ETF - July$552,2080.0%12,0130.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$545,985$26,832 â–¼-4.7%11,6390.1%ETFVEAVanguard FTSE Developed Markets ETF$540,5790.0%8,4360.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$539,0910.0%13,5450.1%ETFDSIiShares ESG MSCI KLD 400 ETF$532,2660.0%4,3920.1%ETFAVGOBroadcom$530,1910.0%1,7130.1%Computer and TechnologyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$523,7900.0%10,5250.1%ETFVLYValley National Bancorp$521,139$65,588 â–²14.4%42,4380.1%FinanceVYMVanguard High Dividend Yield ETF$521,016$10,959 â–²2.1%3,5180.1%Financial ServicesEMXCiShares MSCI Emerging Markets ex China ETF$519,1560.0%6,6000.1%ManufacturingAMGNAmgen$516,516$5,981 â–¼-1.1%1,4680.1%MedicalETNEaton$511,468$16,095 â–¼-3.1%1,4300.1%IndustrialsIWSiShares Russell Mid-Cap Value ETF$506,8840.0%3,4780.1%ETFXOMExxonMobil$502,872$28,673 â–¼-5.4%2,9640.1%EnergyINNOVATOR ETFS TRUST$501,1430.0%18,8210.1%EQUITY DEFINED PXLFFinancial Select Sector SPDR Fund$496,7610.0%10,0620.1%ETFFBNDFidelity Total Bond ETF$489,183$489,183 â–²New Holding10,7230.1%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. 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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