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Retirement Income Solutions, Inc.
CIK:0001730386
Investment Adviser
$585M AUM
165 holdings
Ann Arbor, MI, USA
Retirement Income Solutions, Inc. is an investment advisory firm specializing in retirement planning and wealth management.
Latest 13F Filing Activity
Retirement Income Solutions, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 163 equity positions with a total 13F market value of $585M. The fund increased holdings in SPDR Series Trust, SPDR S&P 500 Etf TR, SPDR Series Trust among other positions. Retirement Income Solutions, Inc. reduced exposure to Pepsico Inc., Colgate Palmolive Co., Axon Enterprise Inc. among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 22.21% | $129.9M | 1,658,222 | $64.85 | $78.34 | +$12.0M |
J JPST | J P MORGAN EXCHANGE TRADED F | 8.16% | $47.7M | 940,277 | $50.68 | $50.73 | +$686.9K |
S SPY | SPDR S&P 500 ETF TR | 8.14% | $47.6M | 71,463 | $281.48 | $666.18 | +$3.2M |
M MINT | PIMCO ETF TR | 7.16% | $41.9M | 415,933 | $100.54 | $100.69 | +$326.0K |
I IVV | ISHARES TR | 7.06% | $41.3M | 61,729 | $429.46 | $669.30 | +$1.4M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.1%
SERVICES-PREPACKAGED SOFTWARE
+1.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
ELECTRONIC COMPUTERS
+0.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.7%
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