RETIREMITTEN FINANCIAL LLC

CIK 0002127635 · MILFORD, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

RETIREMITTEN FINANCIAL LLC reported 47 positions worth $237.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPYM (20.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$237.1M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
91.8%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDRA Portfolio S&P 500 ETFSH$47.3M19.96%538,570
2SPYGSPDRA Portfolio S&P 500 Growth ETFSH$34.6M14.61%291,147
3VYMVanguard High Dividend Yield ETFSH$32.5M13.70%205,468
4SPABSPDRA Portfolio Aggregate Bond ETFSH$32.0M13.48%1,252,023
5SPDWSPDRA Portfolio Developed Wld ex-US ETFSH$19.6M8.28%389,769
6SPHYSPDR Portfolio High Yield Bond ETFSH$15.1M6.35%642,152
7ILTBiShares Core 10 Year USD Bond ETFSH$13.8M5.83%280,658
8SPMDSPDRA Portfolio S&P 400 Mid Cap ETFSH$9.7M4.11%144,168
9BSVVanguard Short-Term Bond ETFSH$8.1M3.41%103,693
10SPSMSPDRA Portfolio S&P 600 Sm Cap ETFSH$5.0M2.10%86,282

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

Frequently Asked Questions

What stocks does RETIREMITTEN FINANCIAL LLC hold as of Q2 2026?

RETIREMITTEN FINANCIAL LLC reported 47 positions worth $237.1M in its Q2 2026 13F filing. Largest positions: SPYM (20.0%), SPYG (14.6%), VYM (13.7%), SPAB (13.5%) and SPDW (8.3%).

What did RETIREMITTEN FINANCIAL LLC buy in Q2 2026?

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

What did RETIREMITTEN FINANCIAL LLC 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.