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 51–100 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 19K | $1M+ | SH |
| ORCL | ORACLE CORP | 9K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 35K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 50K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 50K | $1M+ | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 42K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| EOG | EOG RES INC | 14K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| NOW | SERVICENOW INC | 9K | $1M+ | SH |
| NVS | NOVARTIS AG | 10K | $1M+ | SH |
| DDFL | INNOVATOR ETFS TRUST | 65K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 11K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 31K | $1M+ | SH |
| HSY | HERSHEY CO | 7K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 45K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 15K | $1M+ | SH |
| T | AT&T INC | 48K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 10K | $1M+ | SH |
| ECL | ECOLAB INC | 4K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| EZBC | FRANKLIN TEMPLETON DIGITAL H | 22K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| PSFF | PACER FDS TR | 33K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| SO | SOUTHERN CO | 12K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 6K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 15K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 8K | $500K+ | SH |
| GIS | GENERAL MLS INC | 21K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 12K | $500K+ | SH |
| ZTS | ZOETIS INC | 8K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 9K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 17K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| SOXQ | INVESCO EXCH TRADED FD TR II | 16K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| CLX | CLOROX CO DEL | 9K | $500K+ | SH |
| BCD | ABRDN ETFS | 27K | $500K+ | SH |
| FEZ | SPDR INDEX SHS FDS | 13K | $500K+ | SH |
| GALT | GALECTIN THERAPEUTICS INC | 185K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |