RETIREMENT INCOME SOLUTIONS, INC

CIK 0001730386 · ANN ARBOR, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

RETIREMENT INCOME SOLUTIONS, INC reported 172 positions worth $580.8M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SPYM (24.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$580.8M
2026 Q2
Positions
172
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.3%
Est. Net Flow (Q)
2026 Q2
10 / 172 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$141.6M24.38%1,849,918
2SPYSTATE STR SPDR S&P 500 ETF TSH$45.3M7.80%69,678
3SPMDSPDR SERIES TRUSTSH$42.3M7.28%714,469
4JPSTJ P MORGAN EXCHANGE TRADED FSH$36.4M6.26%718,740
5IVVISHARES TRSH$35.8M6.17%54,870
6MINTPIMCO ETF TRSH$34.9M6.01%346,949
7IWFISHARES TRSH$18.0M3.10%42,222
8IJHISHARES TRSH$15.6M2.69%230,999
9GLDMWORLD GOLD TRSH$12.0M2.07%129,822
10SPYXSPDR SERIES TRUSTSH$8.7M1.50%164,718

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RETIREMENT INCOME SOLUTIONS, INC hold as of Q2 2026?

RETIREMENT INCOME SOLUTIONS, INC reported 172 positions worth $580.8M in its Q2 2026 13F filing. Largest positions: SPYM (24.4%), SPY (7.8%), SPMD (7.3%), JPST (6.3%) and IVV (6.2%).

What did RETIREMENT INCOME SOLUTIONS, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RETIREMENT INCOME SOLUTIONS, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.