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RPS Advisory Solutions LLC
RPS Advisory Solutions LLC, headquartered in Louisville, Kentucky, is a comprehensive wealth management and SEC Registered Investment Advisor (dba Retirement Planning Solutions). Founded in approximately 2020, the firm provides financial planning and investment advisory services primarily to individual investors and high-net-worth individuals. With a team of roughly 18 professionals as of 2024, RPS focuses on helping clients transition into retirement, build financial roadmaps, reach goals, and protect family legacies through education and trusted guidance.
Investment Strategy
RPS Advisory Solutions LLC pursues a client-centric wealth management strategy, emphasizing tailored financial planning based on individual goals for retirement and future income. Their investment approach is diversified, holding both equities and fixed income, with top allocations to major ETFs (e.g., AAPL, NVDA, DIA, IVW), and pragmatic asset allocation reflecting market trends. The firm aims to integrate educational processes into the advisory relationship and places client interests first, focusing on both growth and income strategies to support long-term financial well-being.
Latest 13F Filing Activity
RPS Advisory Solutions LLC filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $182M. The fund increased holdings in SPDR S&P 500 Etf TR, Invesco QQQ TR, Ishares TR among other positions. RPS Advisory Solutions LLC reduced exposure to Ishares TR, SPDR Gold TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 13.54% | $24.7M | 120,306 | $220.20 | $205.17 | -$732.4K |
S SGOV | ISHARES TR | 10.75% | $19.6M | 194,639 | $100.66 | $100.69 | -$27.7M |
B BIL | SPDR SERIES TRUST | 8.13% | $14.8M | 161,603 | $91.61 | $91.73 | +$2.8M |
S SPY | SPDR S&P 500 ETF TR | 7.06% | $12.9M | 20,846 | $608.05 | $617.85 | +$11.2M |
Q QQQ | INVESCO QQQ TR | 6.44% | $11.7M | 21,274 | $539.52 | $551.64 | +$10.0M |
Industry Allocation
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