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Patrick Gall

Retirement Wealth Solutions Llc

Assets Managed
$181.496M
Holdings
811
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
14.42%(2Q avg: 7.33%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Wealth Solutions Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 811 positions.

Assets under management

The assets under management (AUM) of Retirement Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.496M in assets, with a quarterly growth rate of 14.42% and a 2-quarter average growth rate of 7.33%. The portfolio is managed by Patrick Gall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.64%
15.09%
$27.375M
39,857 shares@ $686.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 26.05%
12.53%
$22.737M
30,361 shares@ $748.88 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.08%
8.42%
$15.277M
214,420 shares@ $71.26 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 8.59%
4.3%
$7.801M
114,697 shares@ $68.01 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 7.29%
3.83%
$6.933M
50,413 shares@ $137.54 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 1.07%
3.64%
$6.598M
136,230 shares@ $48.44 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -3.66%
3.44%
$6.232M
104,413 shares@ $59.69 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 1.42%
3.34%
$6.044M
77,578 shares@ $77.91 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.44%
3.04%
$5.51M
24,269 shares@ $227.06 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -15.26%
2.83%
$5.12M
61,809 shares@ $82.84 avg price

1-10 of 811