RETIREMENT CAPITAL STRATEGIES
RETIREMENT CAPITAL STRATEGIES reported 68 positions worth $288.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VT (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VT | SH | $34.2M | 11.87% | 217,779 | — | — | |
| ▸ 2 | VTI | SH | $32.1M | 11.16% | 86,877 | — | — | |
| ▸ 3 | BIV | SH | $19.8M | 6.88% | 258,454 | — | — | |
| ▸ 4 | AGG | SH | $19.5M | 6.77% | 197,004 | — | — | |
| ▸ 5 | VOO | SH | $16.3M | 5.66% | 23,716 | — | — | |
| ▸ 6 | SPTM | SH | $12.0M | 4.18% | 132,501 | — | — | |
| ▸ 7 | JPST | SH | $11.4M | 3.97% | 226,339 | — | — | |
| ▸ 8 | EFIV | SH | $11.4M | 3.97% | 156,774 | — | — | |
| ▸ 9 | IUSB | SH | $10.1M | 3.52% | 219,869 | — | — | |
| ▸ 10 | BND | SH | $9.1M | 3.15% | 123,684 | — | — |
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Frequently Asked Questions
What stocks does RETIREMENT CAPITAL STRATEGIES hold as of Q2 2026?
RETIREMENT CAPITAL STRATEGIES reported 68 positions worth $288.0M in its Q2 2026 13F filing. Largest positions: VT (11.9%), VTI (11.2%), BIV (6.9%), AGG (6.8%) and VOO (5.7%).
What did RETIREMENT CAPITAL STRATEGIES buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RETIREMENT CAPITAL STRATEGIES 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.