Q2 2026 13F · SEC CIK 2127635

Retiremitten Financial LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $237.0M
Reported positions: 41
Holdings vs S&P 500, 3 yrs: —
Assets under management: $213.8M

Retiremitten Financial LLC is a wealth manager that reported 41 positions worth $237.0M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Spdr Series Trust (SPLG, 20.0%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 14.6%), Vanguard Whitehall Fds (VYM, 13.7%).

Retiremitten Financial LLC holdings all 41 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Retiremitten Financial LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	20.0%	20.5%	538,570	-2.9%	$47.3M
SPYGState Street Spdr Portfolio S&p 500 Grow	14.6%	13.2%	291,147	+4.1%	$34.6M
VYMVanguard Whitehall Fds	13.7%	13.7%	205,468	+7.5%	$32.5M
SPABSpdr Series Trust	13.5%	14.1%	1,252,023	+9.7%	$32.0M
SPDWSpdr Index Shs Fds	8.3%	6.5%	389,769	+33.4%	$19.6M
SPHYSpdr Series Trust	6.3%	6.6%	642,152	+10.3%	$15.1M
ILTBIshares Tr	5.8%	6.0%	280,658	+10.7%	$13.8M
SPMDSpdr Series Trust	4.1%	3.9%	144,168	+5.5%	$9.7M
BSVVanguard Bd Index Fds	3.4%	3.6%	103,693	+10.2%	$8.1M
SPSMSpdr Series Trust	2.1%	2.0%	86,282	+1.3%	$5.0M
USRTIshares Tr	2.0%	1.9%	71,672	+6.5%	$4.8M
SPEMSpdr Index Shs Fds	1.4%	1.4%	65,384	+3.8%	$3.4M
ITOTIshares Tr	0.4%	0.4%	6,092	+0.0%	$1.0M
CATCaterpillar Inc	0.4%	0.3%	834	+0.6%	$888K
VUGVanguard Index Fds	0.4%	0.4%	10,205	+470.1%	$879K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.4%	1,075	-5.0%	$803K
IVVIshares Tr	0.3%	0.3%	846	-4.8%	$634K
SCHXSchwab Strategic Tr	0.2%	0.3%	19,753	-10.3%	$581K
AAPLApple Inc	0.2%	0.1%	1,670	+88.3%	$483K
CMICummins Inc	0.2%	0.2%	609	+0.0%	$434K
IWFIshares Tr	0.2%	0.1%	3,463	+519.5%	$430K
VOVanguard Index Fds	0.2%	0.2%	5,265	+251.7%	$424K
QQQInvesco Qqq Tr	0.2%	0.1%	570	+18.5%	$420K
SCHFSchwab Strategic Tr	0.2%	0.1%	13,101	+27.0%	$363K
VCITVanguard Scottsdale Fds	0.1%	0.2%	4,212	+3.7%	$348K
AGGIshares Tr	0.1%	0.2%	2,973	-15.3%	$294K
XELXcel Energy Inc	0.1%	0.1%	3,617	+0.8%	$290K
NVDANvidia Corporation	0.1%	0.1%	1,419	+6.8%	$284K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	3,903	+6.3%	$278K
IEFAIshares Tr	0.1%	0.1%	2,823	+90.9%	$273K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	535	-11.6%	$268K
IWDIshares Tr	0.1%	0.1%	1,065	+8.8%	$258K
AVGOBroadcom Inc	0.1%	—	663	—	$250K
VBRVanguard Index Fds	0.1%	—	1,021	—	$248K
VTIVanguard Index Fds	0.1%	0.2%	667	-41.3%	$247K
JPMJpmorgan Chase & Co	0.1%	0.1%	626	-4.0%	$205K
IEMGIshares Inc	0.1%	0.1%	2,428	+36.6%	$201K
HYTBlackrock Corpor Hi Yld Fd I	0.1%	—	15,659	—	$134K
DNPDnp Select Income Fd Inc	0.1%	—	12,350	—	$133K
MMTMFS Multi-Market Income	0.0%	—	16,062	—	$71K
EADWells Fargo Inc Opp	0.0%	—	10,000	—	$65K

What Retiremitten Financial LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+519.5% shares
VUG Vanguard Index Fds+470.1% shares
VO Vanguard Index Fds+251.7% shares
IEFA Ishares Tr+90.9% shares
AAPL Apple Inc+88.3% shares
IEMG Ishares Inc+36.6% shares
SPDW Spdr Index Shs Fds+33.4% shares
SCHF Schwab Strategic Tr+27.0% shares

Reduced

VTI Vanguard Index Fds-41.3% shares
AGG Ishares Tr-15.3% shares
BRK-B Berkshire Hathaway Inc Del-11.6% shares
SCHX Schwab Strategic Tr-10.3% shares
SPY State Str Spdr S&p 500 ETF T-5.0% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$237.0M	41
Q1 2026	$206.8M	176

Questions about Retiremitten Financial LLC's portfolio

What stocks does Retiremitten Financial LLC own?

Retiremitten Financial LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 41 positions worth $237.0M. The largest are Spdr Series Trust (SPLG) at 20.0%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 14.6%, Vanguard Whitehall Fds (VYM) at 13.7%, Spdr Series Trust (SPAB) at 13.5% and Spdr Index Shs Fds (SPDW) at 8.3%.

What did Retiremitten Financial LLC buy last quarter?

In Q2 2026, Retiremitten Financial LLC added Ishares Tr (IWF) (+519.5% shares), Vanguard Index Fds (VUG) (+470.1% shares) and Vanguard Index Fds (VO) (+251.7% shares), compared with its Q1 2026 filing.

What did Retiremitten Financial LLC sell last quarter?

In Q2 2026, Retiremitten Financial LLC sold all of Amazon Com Inc (AMZN), sold all of Ishares U S ETF Tr (MEAR), sold all of Microsoft Corp (MSFT), sold all of Ishares Inc (EWC), sold all of Vanguard Index Fds (VV), Vanguard Index Fds (VTI) (-41.3% shares), Ishares Tr (AGG) (-15.3% shares) and Berkshire Hathaway Inc Del (BRK-B) (-11.6% shares), compared with its Q1 2026 filing.

When is Retiremitten Financial LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Retiremitten Financial LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Retiremitten Financial LLC manage?

Retiremitten Financial LLC reported $213.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $237.0M.