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Retireful, LLC Portfolio
$116.1M across 86 positions as of 2026-09-30, with 32% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+23.8%
+9.3% a year vs the S&P 500
3 years
+17.4%
-3.9% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 18
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -8.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +32.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | $6.6M | 5.6% | 8,596 |
| VVVanguard Large-Cap ETF | $5.9M | 5.1% | 16,819 |
| VGTVanguard Information Tech ETF | $3.4M | 2.9% | 27,162 |
| DELLDell Technologies Inc | $3.4M | 2.9% | 6,257 |
| MUMicron Technology Inc | $3.2M | 2.8% | 3,021 |
| XLKState Street Technology Select Sector SPDR ETF | $3.2M | 2.7% | 16,139 |
| SCHXSchwab U.S. Large-Cap ETF | $3M | 2.6% | 100,281 |
| VHTVanguard Health Care ETF | $2.9M | 2.5% | 9,209 |
| XLCThe Communication Services Select Sector SPDR Fund | $2.9M | 2.5% | 26,201 |
| RSPInvesco S&P 500 Equal Weight ETF | $2.8M | 2.4% | 13,639 |
| NTAPNetApp Inc | $2.7M | 2.3% | 12,833 |
| WDCWestern Digital Corp | $2.7M | 2.3% | 5,913 |
| EVERPURE INC | $2.6M | 2.3% | 20,021 |
| PANWPalo Alto Networks Inc | $2.5M | 2.2% | 6,410 |
| GOLDMAN SACHS ETF TR | $2.5M | 2.2% | 27,185 |
| ILMNIllumina Inc | $2.5M | 2.1% | 9,030 |
| CRWDCrowdStrike Holdings Inc | $2.4M | 2.0% | 8,946 |
| ANETArista Networks Inc | $2.3M | 2.0% | 11,167 |
| SNDKSandisk Corp | $2.3M | 2.0% | 1,305 |
| MRVLMarvell Technology Inc | $2.2M | 1.9% | 8,196 |
| AAPLApple Inc | $2.1M | 1.8% | 6,174 |
| PSXPhillips 66 | $2M | 1.8% | 8,007 |
| OKTAOkta Inc | $2M | 1.7% | 9,460 |
| FCXFreeport-McMoRan Inc | $2M | 1.7% | 28,215 |
| DINOHF Sinclair Corp | $1.9M | 1.7% | 17,955 |
| NETCloudflare Inc | $1.8M | 1.6% | 5,255 |
| GARMIN LTD | $1.7M | 1.5% | 6,023 |
| SNOWSnowflake Inc | $1.7M | 1.5% | 4,967 |
| FFIVF5 Inc | $1.7M | 1.4% | 3,745 |
| HUMHumana Inc | $1.7M | 1.4% | 4,334 |
| VEEVVeeva Systems Inc | $1.6M | 1.4% | 5,670 |
| BBYBest Buy Co Inc | $1.6M | 1.4% | 18,302 |
| NVENT ELEC PLC | $1.6M | 1.4% | 9,834 |
| FTNTFortinet Inc | $1.6M | 1.3% | 8,728 |
| PLTRPalantir Technologies Inc | $1.6M | 1.3% | 8,288 |
| AMGNAmgen Inc | $1.5M | 1.3% | 3,605 |
| TRVTravelers Companies Inc | $1.5M | 1.3% | 4,203 |
| ZSZscaler Inc | $1.5M | 1.3% | 7,406 |
| CNCCentene Corp | $1.3M | 1.1% | 21,447 |
| SEAGATE TECHNOLOGY HLDNGS PL | $1.1M | 1.0% | 1,228 |
| JPSTJPMorgan Ultra-Short Income ETF | $970.3K | 0.8% | 19,263 |
| USFRWISDOMTREE TR | $959K | 0.8% | 19,032 |
| XLGInvesco S&P 500 Top 50 ETF | $952.8K | 0.8% | 14,979 |
| CWBSPDR Bloomberg Convertible Securities ETF | $762K | 0.7% | 7,531 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $750.1K | 0.6% | 8,185 |
| ISHARES TR | $653.5K | 0.6% | 13,408 |
| NEARiShares Short Duration Bond Active ETF | $590.3K | 0.5% | 11,840 |
| COLLABORATIVE INVESTMNT SER | $582.6K | 0.5% | 5,807 |
| GOOGLAlphabet Inc | $534.4K | 0.5% | 1,553 |
| SPHQInvesco S&P 500 Quality ETF | $515.7K | 0.4% | 6,134 |
| IWFiShares Russell 1000 Growth ETF | $511.6K | 0.4% | 4,084 |
| VTRSViatris Inc | $501.4K | 0.4% | 28,296 |
| IQVIQVIA Holdings Inc | $501.1K | 0.4% | 1,864 |
| WELLWelltower Inc | $457.9K | 0.4% | 1,989 |
| NVDANVIDIA Corp | $455.8K | 0.4% | 1,996 |
| MPCMarathon Petroleum Corp | $449.6K | 0.4% | 1,137 |
| CRMSalesforce Inc | $440.1K | 0.4% | 1,917 |
| WABWestinghouse Air Brake Technologies Corp | $434.8K | 0.4% | 1,514 |
| CATCaterpillar Inc | $431.3K | 0.4% | 532 |
| MSFTMicrosoft Corp | $425.2K | 0.4% | 829 |
| VONGVanguard Russell 1000 Growth ETF | $413.6K | 0.4% | 3,208 |
| ADIAnalog Devices Inc | $412.6K | 0.4% | 1,040 |
| J P MORGAN EXCHANGE TRADED F | $404K | 0.3% | 5,474 |
| SEI EXCHANGE TRADED FUNDS | $397.1K | 0.3% | 7,385 |
| AGNICO EAGLE MINES LTD | $392.9K | 0.3% | 2,144 |
| SHViShares 0-1 Year Treasury Bond ETF | $392.9K | 0.3% | 3,561 |
| FIDELITY COVINGTON TRUST | $380.8K | 0.3% | 6,271 |
| TEAMAtlassian Corp | $375.6K | 0.3% | 2,095 |
| SPDR SERIES TRUST | $365.5K | 0.3% | 2,097 |
| AOAiShares Core Aggressive Allocation Fund | $358.7K | 0.3% | 3,688 |
| FLEX LTD | $358.6K | 0.3% | 3,260 |
| AORiShares Core 60/40 Balanced Allocation ETF | $351.1K | 0.3% | 5,124 |
| MGVVanguard Mega Cap Value ETF | $347.1K | 0.3% | 2,155 |
| GSGoldman Sachs Group Inc | $346.6K | 0.3% | 385 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $342.6K | 0.3% | 6,332 |
| SGOViShares 0-3 Month Treasury Bond ETF | $339K | 0.3% | 3,367 |
| CSCOCisco Systems Inc | $327.8K | 0.3% | 3,046 |
| SSGA ACTIVE ETF TR | $321.4K | 0.3% | 9,737 |
| BACBank of America Corp | $308.4K | 0.3% | 5,666 |
| FIDELITY MERRIMACK STR TR | $308.1K | 0.3% | 6,901 |
| CGBLCapital Group Core Balanced ETF | $298.4K | 0.3% | 8,121 |
| MGKVanguard Mega Cap Growth ETF | $296K | 0.3% | 3,195 |
| CMBSISHARES TR | $280.7K | 0.2% | 5,936 |
| AMZNAmazon.com Inc | $257.9K | 0.2% | 1,035 |
| INVESCO EXCHANGE TRADED FD T | $255.8K | 0.2% | 4,661 |
| MGCVanguard Mega Cap ETF | $252.7K | 0.2% | 895 |
Quarter ending 2026-09-30.
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