Manager record

Retirement Financial Solutions, Llc

Knoxville, TN · CIK 1962532 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Jul 30 2026 13F-HR · period Q2 2026

$406.79M · 53 positions · View original SEC filing ↗

Apr 28 2026 13F-HR · period Q1 2026

$349.80M · 53 positions · View original SEC filing ↗

Mar 10 2026 13F-HR/A · period Q1 2025

$256.89M · 37 positions · amendment (restatement) · View original SEC filing ↗

Mar 10 2026 13F-HR/A · period Q3 2025

$319.49M · 45 positions · amendment (new holdings) · View original SEC filing ↗

Mar 10 2026 13F-HR/A · period Q2 2025

$284.05M · 38 positions · amendment (restatement) · View original SEC filing ↗

Feb 13 2026 13F-HR · period Q4 2025

$341.61M · 47 positions · View original SEC filing ↗

Oct 22 2025 13F-HR · period Q3 2025

$163.68M · 39 positions · View original SEC filing ↗

Aug 05 2025 13F-HR · period Q2 2025

$161.23M · 37 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Jul 30, 2026 · Change methodology

☆ Retirement Financial Solutions, Llc

Retirement Financial Solutions, Llc