CIK 1933059
RETIREMENT GUYS FORMULA LLC
Institutional 13F holdings & portfolio
Holdings
150
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 178K | $1M+ | SH |
| HEGD | LISTED FDS TR | 299K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 162K | $1M+ | SH |
| AAPL | APPLE INC | 18K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 75K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 43K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 63K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 83K | $1M+ | SH |
| KO | COCA COLA CO | 49K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 51K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 63K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 41K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 66K | $1M+ | SH |
| COR | CENCORA INC | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| AMZN | AMAZON COM INC | 11K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 35K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 8K | $1M+ | SH |
| ETN | EATON CORP PLC | 7K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 22K | $1M+ | SH |
| TJX | TJX COS INC NEW | 13K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 15K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| IJR | ISHARES TR | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 40K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 51K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 21K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 7K | $1M+ | SH |