Arkolith/Funds/Retirement Capital Strategies

Retirement Capital Strategies

CIK 1672681
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Retirement Capital Strategies holds a focused book of 62 stocks worth $264.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Ultra-Short Income and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Tot World STK ETF at 11% of the equity book.

Opened
5
bought for the first time
Added to
20
already held, bought more
Trimmed
16
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
61%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
7%
Financials
3%
Health Care
2%
Industrials
1%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Retirement Capital Strategies

Manager / fundShared namesTheir $ in those
Morgan Stanley67 / 62$377.1B
Raymond James Financial Inc67 / 62$74.8B
Osaic Holdings, Inc.67 / 62$13.2B
UBS Group AG66 / 62$90.1B
LPL Financial LLC66 / 62$62.9B
Cetera Investment Advisers66 / 62$18.0B
Commonwealth Equity Services, LLC66 / 62$13.6B
NewEdge Advisors, LLC66 / 62$7.0B

Ranked by the share of each fund's own book sitting in the names it shares with Retirement Capital Strategies: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Intl Equity Index F
TT WRLD ST ETF
$30.1M217.9K
11.4%
+1.7%
Added · +4K sh
2Vanguard Index FDS
TOTAL STK MKT
$28.1M87.6K
10.6%
+3.4%
Added · +3K sh
3Vanguard BD Index FDS
INTERMED TERM
$19.7M255.3K
7.4%
+5.0%
Added · +12K sh
4Ishares TR
CORE US AGGBD ET
$19.2M193.8K
7.3%
+4.2%
Added · +8K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$14.2M23.7K
5.3%
−1.3%
Reduced · −306 sh
6J P Morgan Exchange Traded F
ULTRA SHRT ETF
$11.3M222.8K
4.3%
New
New position
7SPDR Series Trust
STATE STREET SPD
$10.5M133.1K
4.0%
−1.2%
Reduced · −2K sh
8SPDR Series Trust
STATE STREET SPD
$9.9M157.1K
3.7%
−1.1%
Reduced · −2K sh
9Ishares TR
CORE UNIVRSL USD
$9.9M213.6K
3.7%
+5.9%
Added · +12K sh
10Vanguard BD Index FDS
TOTAL BND MRKT
$9.2M124.8K
3.5%
+2.4%
Added · +3K sh
11Invesco Actively Managed Exc
ULTRA SHRT DUR
$8.6M171.8K
3.3%
New
New position
12Goldman Sachs ETF TR
ACCES TREASURY
$7.2M71.6K
2.7%
+12%
Added · +8K sh
13SPDR Series Trust
STATE STREET SPD
$7.0M70.8K
2.7%
+12%
Added · +8K sh
14Apple Inc
COM
$6.9M27.2K
2.6%
−0.6%
Reduced · −160 sh
15Wisdomtree TR
FLOATNG RAT TREA
$5.7M112.4K
2.1%
+119%
Added · +61K sh
163M Co
COM
$4.6M32.0K
1.8%
−0.8%
Reduced · −254 sh
17Arista Networks Inc
COM SHS
$3.9M32.2K
1.5%
~0%
Added · +4 sh
18Vanguard World FD
ESG US STK ETF
$3.6M32.3K
1.4%
−1.5%
Reduced · −490 sh
19Ishares TR
ULTRA SHORT DUR
$3.4M67.4K
1.3%
New
New position
20Ishares TR
ESG ADVANCED UNI
$3.1M71.4K
1.2%
+2.7%
Added · +2K sh
21RBB FD Inc
US TRSRY 6 MNTH
$3.1M61.8K
1.2%
−7.0%
Reduced · −5K sh
22Ishares TR
ESG AWR US AGRGT
$3.1M64.9K
1.2%
+2.6%
Added · +2K sh
23LPL Finl Hldgs Inc
COM
$3.0M10.0K
1.1%
Held
24Goldman Sachs ETF TR
ULTRA SHORT BOND
$2.9M56.5K
1.1%
+599%
Added · +48K sh
25Nushares ETF TR
NUVEEN ESG US
$2.8M125.1K
1.1%
+3.0%
Added · +4K sh
26SPDR Gold TR
GOLD SHS
$2.4M5.7K
0.9%
−62%
Reduced · −9K sh
27Microsoft Corp
COM
$2.4M6.4K
0.9%
+0.4%
Added · +28 sh
28Nvidia Corporation
COM
$2.3M13.2K
0.9%
+0.3%
Added · +41 sh
29DBX ETF TR
XTRACKRS S&P 500
$2.3M38.4K
0.9%
−0.9%
Reduced · −340 sh
30Ishares TR
TRS FLT RT BD
$2.2M42.7K
0.8%
+59%
Added · +16K sh
31RBB FD Inc
TRUST ISHARE 0-1
$1.8M16.7K
0.7%
+93%
Added · +8K sh
32Ishares Silver TR
ISHARES
$1.5M22.3K
0.6%
−77%
Reduced · −73K sh
33RBB FD Inc
F/M US TREASURY
$1.5M29.1K
0.5%
−24%
Reduced · −9K sh
34Eaton Corp PLC
SHS
$1.4M4.0K
0.5%
Held
35Ishares TR
0-3 MNTH TREASRY
$1.3M13.4K
0.5%
−4.3%
Reduced · −596 sh
36Tesla Inc
COM
$1.2M3.2K
0.4%
Held
37SPDR Series Trust
STATE STREET SPD
$1.1M12.0K
0.4%
−5.2%
Reduced · −655 sh
38Cisco Sys Inc
COM
$1.1M14.2K
0.4%
Held
39Ishares TR
ESG AWR MSCI USA
$1.0M7.2K
0.4%
−3.0%
Reduced · −226 sh
40State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$926K1.5K
0.4%
Held
41Ishares TR
ESG SELECT SCRE
$757K15.4K
0.3%
Held
42Ge Vernova Inc
COM
$628K720
0.2%
+0.1%
Added · +1 sh
43RBB FD Inc
US TREASRY 12 MT
$607K12.1K
0.2%
−45%
Reduced · −10K sh
44Intel Corp
COM
$573K13.0K
0.2%
Held
45Ge Aerospace
COM NEW
$565K2.0K
0.2%
Held
46Ishares TR
CORE S&P500 ETF
$538K824
0.2%
Held
47Ishares TR
1 3 YR TREAS BD
$503K6.1K
0.2%
Held
48SPDR Series Trust
STATE STREET SPD
$503K17.2K
0.2%
Held
49Vanguard Scottsdale FDS
SHORT TERM TREAS
$502K8.6K
0.2%
Held
50Schwab Strategic TR
SHT TM US TRES
$502K20.7K
0.2%
Held
Showing 50 of 62 positions
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Filing history

As-of date vs the date the SEC received each filing

$269.7M · Q4 2025Q2 2025 · $252.4MQ1 2026 · $264.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202645d62$264.6M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d68$269.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d62$260.7M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d64$252.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.