RETIREMENT GUYS FORMULA LLC
RETIREMENT GUYS FORMULA LLC reported 158 positions worth $265.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: JPST (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $15.5M | 5.84% | 306,792 | — | — | |
| ▸ 2 | HEGD | SH | $7.9M | 2.96% | 294,582 | — | — | |
| ▸ 3 | QQQ | SH | $6.7M | 2.53% | 9,135 | — | — | |
| ▸ 4 | VO | SH | $6.1M | 2.30% | 75,977 | — | — | |
| ▸ 5 | AAPL | SH | $5.4M | 2.05% | 18,818 | — | — | |
| ▸ 6 | JEPI | SH | $4.7M | 1.78% | 83,530 | — | — | |
| ▸ 7 | AVEM | SH | $4.6M | 1.75% | 48,125 | — | — | |
| ▸ 8 | SCHG | SH | $4.5M | 1.70% | 133,514 | — | — | |
| ▸ 9 | AMAT | SH | $4.5M | 1.68% | 6,164 | — | — | |
| ▸ 10 | PYLD | SH | $4.5M | 1.68% | 167,989 | — | — |
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Frequently Asked Questions
What stocks does RETIREMENT GUYS FORMULA LLC hold as of Q2 2026?
RETIREMENT GUYS FORMULA LLC reported 158 positions worth $265.7M in its Q2 2026 13F filing. Largest positions: JPST (5.8%), HEGD (3.0%), QQQ (2.5%), VO (2.3%) and AAPL (2.0%).
What did RETIREMENT GUYS FORMULA LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RETIREMENT GUYS FORMULA 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.