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Manager record

Retirement Solution LLC

Redmond, WA · CIK 1914606 · 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.

$511.44MReported 13F valueQ2 2026 · as filed
75Holdings listed
+21.0%vs prior quartervalue change includes market moves
6Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $352.4M$352.4MQ1 202539 holdingsQ2 2025: $391.8M$391.8MQ2 202544 holdingsQ3 2025: $419.3M$419.3MQ3 202548 holdingsQ4 2025: $451.5M$451.5MQ4 202560 holdingsQ1 2026: $422.8M$422.8MQ1 202657 holdingsQ2 2026: $511.4M$511.4MQ2 202675 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
Aug 11 2026 13F-HR · period Q2 2026

$511.44M · 75 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$422.77M · 57 holdings listed · View original SEC filing ↗
Feb 27 2026 13F-HR/A · period Q3 2025

$419.29M · 48 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 27 2026 13F-HR/A · period Q2 2025

$391.78M · 44 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 27 2026 13F-HR/A · period Q1 2025

$352.45M · 39 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$451.46M · 60 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$419.29M · 48 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$391.63M · 43 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 Aug 11, 2026 · Change methodology