Arkolith/Funds/Retirement Financial Solutions, LLC

Retirement Financial Solutions, LLC

CIK 1962532
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Retirement Financial Solutions, LLC holds a focused book of 53 reported positions worth $406.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Uscf Summerhaven Dynamic ETF and trimmed Ishares 7-10 Year Treasury B. Their largest long position is Avantis U.S. Equity ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+7.7%
+15.3%/yr · since Mar '26
Their reported book
+17.3%
held from quarter-end
S&P 500
+12.2%
same window
$9K$10K$10K$11K$12KMar '26Apr '26May '26Jul '26Aug '26Sep '26
Retirement Financial Solutions, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +17.3%, a 9.5-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Retirement Financial Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
59%
Top 20 holdings
88%

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

Where the money is, by sector

1% mapped to company sectors

ETFs / funds
88%
No sector on file yet
10%
Financials
1%

+4 sectors below the cut, under 0.5% together

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 Financial Solutions, LLC

Manager / fundShared namesTheir $ in those
Avalon Advisory Group7 / 53$251.9M
Flower City Capital10 / 53$178.3M
Stuart Investment Advisors, Inc.6 / 53$193.7M
Beacon Wealthcare LLC5 / 53$230.9M
Sloy Dahl & Holst, LLC13 / 53$577.0M
Prospera Capital Management, LLC17 / 53$218.8M
Shade Tree Advisors LLC5 / 53$116.6M
Kearns & Associates LLC6 / 53$141.9M

Ranked by the share of each fund's own book sitting in the names it shares with Retirement Financial Solutions, LLC: 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 position's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
US EQT ETF
$45.2M353.2K
11.1%
+5.1%
Added · +17K sh
2American Centy ETF TR
AVAN US SMAL ETF
$28.7M391.9K
7.1%
+4.0%
Added · +15K sh
3American Centy ETF TR
US SML CP VALU
$27.9M224.0K
6.9%
+4.4%
Added · +9K sh
4SPDR Series Trust
ST STR P500ETF
$24.8M282.7K
6.1%
+2.7%
Added · +7K sh
5American Centy ETF TR
AVANTIS EMGMKT
$24.0M248.5K
5.9%
+72%
Added · +104K sh
6Invesco Exch Traded FD TR II
NASDAQNXTGEN100
$21.5M473.1K
5.3%
+3.8%
Added · +17K sh
7Vanguard Scottsdale FDS
LONG TERM TREAS
$20.3M367.0K
5.0%
+15%
Added · +49K sh
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$18.8M314.9K
4.6%
+4.9%
Added · +15K sh
9Schwab Strategic TR
US DIVIDEND EQ
$14.9M470.7K
3.7%
+0.1%
Added · +254 sh
10Vanguard World FD
EXTENDED DUR
$14.4M220.5K
3.5%
+225%
Added · +153K sh
11Tidal Trust I
FUND GRAN US ETF
$13.9M503.1K
3.4%
+6.5%
Added · +31K sh
12Vanguard World FD
MEGA CAP INDEX
$13.8M50.4K
3.4%
+6.7%
Added · +3K sh
13SPDR Series Trust
ST STR P400MID
$13.7M202.1K
3.4%
+4.7%
Added · +9K sh
14State STR SPDR Dow Jones Ind
UT SER 1
$13.6M25.9K
3.3%
+7.6%
Added · +2K sh
15Invesco Exchange Traded FD T
S&P500 EQL WGT
$13.5M63.4K
3.3%
+7.7%
Added · +5K sh
16Vanguard Intl Equity Index F
ALLWRLD EX US
$13.0M154.7K
3.2%
+7.8%
Added · +11K sh
17Vaneck ETF Trust
AGRIBUSINESS ETF
$11.6M146.9K
2.9%
+6.9%
Added · +10K sh
18Invesco Actively Managed Exc
S&P 500 EQUA ETF
$10.4M195.2K
2.6%
+4.5%
Added · +8K sh
19Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$8.3M27.4K
2.0%
+4.0%
Added · +1K sh
20SPDR Series Trust
ST STR P500GRW
$7.2M60.8K
1.8%
+5.9%
Added · +3K sh
21Invesco Exch Traded FD TR II
S&P 500 REVENUE
$6.9M54.3K
1.7%
+6.9%
Added · +3K sh
22SPDR Series Trust
ST STR P500VAL
$6.7M110.2K
1.6%
+7.4%
Added · +8K sh
23Schwab Strategic TR
US TIPS ETF
$6.4M242.6K
1.6%
+7.7%
Added · +17K sh
24Vanguard Scottsdale FDS
SHORT TERM TREAS
$5.4M93.4K
1.3%
+2.3%
Added · +2K sh
25Vanguard Index FDS
S&P 500 ETF SHS
$2.3M3.3K
0.6%
+3.0%
Added · +96 sh
26Uscf ETF TR
SUMMERHAVEN K1
$1.9M72.9K
0.5%
New
New position
27Ishares TR
7-10 YR TRSY BD
$1.5M15.8K
0.4%
−87%
Reduced · −109K sh
28Vanguard Index FDS
REAL ESTATE ETF
$1.5M15.3K
0.4%
−7.8%
Reduced · −1K sh
29Vanguard Star FDS
VG TL INTL STK F
$1.4M16.2K
0.3%
+0.4%
Added · +71 sh
30Ishares Gold Trust Micro
SHS REPSTG UN TR
$1.3M31.8K
0.3%
+14%
Added · +4K sh
31Vanguard Index FDS
MCAP VL IDXVIP
$1.0M5.3K
0.3%
−2.2%
Reduced · −118 sh
32Grayscale Bitcoin Mini TR Et
SHS NEW
$963K37.1K
0.2%
+4.1%
Added · +1K sh
33Vanguard Scottsdale FDS
VNG RUS1000IDX
$845K2.5K
0.2%
+0.2%
Added · +6 sh
34Vanguard Scottsdale FDS
INT-TERM CORP
$789K9.5K
0.2%
+1.3%
Added · +125 sh
35Litman Gregory FDS TR
IMGP DBI MAN ETF
$768K25.1K
0.2%
−0.1%
Reduced · −32 sh
36Nvidia Corporation
COM
$753K3.8K
0.2%
+15%
Added · +486 sh
37ALPS ETF TR
ALERIAN MLP
$744K14.3K
0.2%
+1.8%
Added · +254 sh
38Grayscale Ethereum Staking
SHS NEW
$710K47.3K
0.2%
+28%
Added · +10K sh
39Vanguard Index FDS
TOTAL STK MKT
$690K1.9K
0.2%
+0.3%
Added · +5 sh
40Bluerock PVT Real Estate FD
COM
$590K45.4K
0.1%
−8.4%
Reduced · −4K sh
41Vanguard Index FDS
MID CAP ETF
$533K6.6K
0.1%
+318%
Added · +5K sh
42Vanguard Index FDS
SM CP VAL ETF
$491K2.0K
0.1%
+0.4%
Added · +9 sh
43SPDR Series Trust
ST STR SP600 SML
$403K7.0K
0.1%
+0.3%
Added · +24 sh
44Invesco Actively Managed Exc
QQQ INC ADV ETF
$391K6.8K
0.1%
−6.7%
Reduced · −489 sh
45Abrdn Silver ETF Trust
PHYSCL SILVR SHS
$341K6.1K
0.1%
+10%
Added · +564 sh
46Texas Instrs Inc
COM
$311K1.0K
0.1%
+0.5%
Added · +5 sh
47Definium Therapeutics Inc
COM SHS
$282K6.0K
0.1%
New
New position
48Wisdomtree TR
EUROPE HEDGED EQ
$253K4.4K
0.1%
+1.7%
Added · +74 sh
49Tesla Inc
COM
$245K582
0.1%
Held
50Apple Inc
COM
$212K732
0.1%
New
New position
Showing 50 of 53 positions
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Filing history

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

$406.8M · Q2 2026Q2 2025 · $284.1MQ2 2026 · $406.8M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d53$406.8M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d53$349.8M13F-HR
Q3 2025Sep 30, 2025Mar 10, 2026161d45$319.5M13F-HR/A
Q2 2025Jun 30, 2025Mar 10, 2026253d38$284.1M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.