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 101–150 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KOCT | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $100K–$500K | SH |
| SGOV | ISHARES TR | 5K | $100K–$500K | SH |
| UJUL | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 20K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 12K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 597 | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 17K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 2K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 498 | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 422 | $100K–$500K | SH |
| EVR | EVERCORE INC | 678 | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4K | $100K–$500K | SH |
| NXT | NEXTPOWER INC | 3K | $100K–$500K | SH |
| EWBC | EAST WEST BANCORP INC | 2K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 887 | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 716 | $100K–$500K | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 776 | $100K–$500K | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 9K | $100K–$500K | SH |
| PEGA | PEGASYSTEMS INC | 4K | $100K–$500K | SH |
| COKE | COCA COLA CONS INC | 1K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 5K | $100K–$500K | SH |
| AYI | ACUITY INC | 608 | $100K–$500K | SH |
| OPCH | OPTION CARE HEALTH INC | 7K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 12K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 674 | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 348 | $100K–$500K | SH |
| NJAN | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| AX | AXOS FINANCIAL INC | 2K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 3K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 222 | $100K–$500K | SH |
| WHD | CACTUS INC | 5K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| BLD | TOPBUILD CORP | 487 | $100K–$500K | SH |