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Manager record

Retirement Financial Solutions, Llc

Knoxville, TN · CIK 1962532 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$406.79MReported 13F valueQ2 2026 · as filed
53Holdings listed
+16.3%vs prior quartervalue change includes market moves
6Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $256.9M$256.9MQ1 202537 holdingsQ2 2025: $284.1M$284.1MQ2 202538 holdingsQ3 2025: $319.5M$319.5MQ3 202545 holdingsQ4 2025: $341.6M$341.6MQ4 202547 holdingsQ1 2026: $349.8M$349.8MQ1 202653 holdingsQ2 2026: $406.8M$406.8MQ2 202653 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$406.79M · 53 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$349.80M · 53 holdings listed · View original SEC filing ↗
Mar 10 2026 13F-HR/A · period Q1 2025

$256.89M · 37 holdings listed · amendment (restatement) · View original SEC filing ↗
Mar 10 2026 13F-HR/A · period Q3 2025

$319.49M · 45 holdings listed · amendment (new holdings) · View original SEC filing ↗
Mar 10 2026 13F-HR/A · period Q2 2025

$284.05M · 38 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$341.61M · 47 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$163.68M · 39 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$161.23M · 37 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology