RETIREMENT CAPITAL STRATEGIES - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, RETIREMENT CAPITAL STRATEGIES held in its portfolio 63 assets valued at $269,681,265 (i.e. $269.68M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($35.17M), VANGUARD INTL EQUITY INDEX F ($30.24M), and VANGUARD INDEX FDS ($28.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RETIREMENT CAPITAL STRATEGIES - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 637378 | 35167106 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 214355 | 30236935 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 84653 | 28381620 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 243068 | 18930145 | INTERMED TERM |
| ISHARES TR | 185897 | 18567364 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 23987 | 15042967 | VANGUARD INDEX FDS |
| ISHARES TR | 201662 | 9385349 | CORE UNIVRSL USD |
| VANGUARD BD INDEX FDS | 121944 | 9032411 | TOTAL BND MRKT |
| APPLE INC | 27409 | 7451411 | COM |
| GOLDMAN SACHS ETF TR | 63706 | 6366778 | ACCES TREASURY |
| ISHARES SILVER TR | 95261 | 6136714 | ISHARES |
| SPDR GOLD TR | 15054 | 5966176 | GOLD SHS |
| ISHARES TR | 61052 | 5813371 | MBS ETF |
| 3M CO | 32236 | 5160984 | COM |
| ISHARES TR | 35404 | 4225428 | 3 7 YR TREAS BD |
| ARISTA NETWORKS INC | 32152 | 4212877 | COM SHS |
| VANGUARD WORLD FD | 32790 | 3966276 | ESG US STK ETF |
| LPL FINL HLDGS INC | 10041 | 3586344 | COM |
| ISHARES TR | 36922 | 3550455 | 7-10 YR TRSY BD |
| RBB FD INC | 66454 | 3327370 | US TRSRY 6 MNTH |
| MICROSOFT CORP | 6341 | 3066634 | COM |
| ISHARES TR | 69524 | 3052799 | ESG ADVANCED UNI |
| ISHARES TR | 63248 | 3026417 | ESG AWR US AGRGT |
| NUSHARES ETF TR | 121505 | 2716244 | NUVEEN ESG US |
| WISDOMTREE TR | 51238 | 2578305 | FLOATNG RAT TREA |
| NVIDIA CORPORATION | 13135 | 2449666 | COM |
| DBX ETF TR | 38735 | 2419001 | XTRACKRS S&P 500 |
| RBB FD INC | 38133 | 1902085 | US TREAS 3 MNTH |
| TESLA INC | 3162 | 1422015 | COM |
| ISHARES TR | 13987 | 1404015 | 0-3 MNTH TREASRY |
| ISHARES TR | 26779 | 1351286 | TRS FLT RT BD |
| EATON CORP PLC | 3996 | 1272766 | SHS |
| NUSHARES ETF TR | 52448 | 1132615 | ESG HI TLD CRP |
| ISHARES TR | 7467 | 1112434 | ESG AWR MSCI USA |
| RBB FD INC | 21882 | 1098349 | US TREASRY 12 MT |
| CISCO SYS INC | 14200 | 1093826 | COM |
| ISHARES TR | 10839 | 1043579 | JPMORGAN USD EMG |
| ISHARES TR | 8649 | 952687 | TRUST ISHARE 0-1 |
| ISHARES TR | 19561 | 942444 | FUTURE AI & TECH |
| TIDAL TRUST II | 41460 | 917855 | DEFIANCE AI & PW |
| SPDR S&P MIDCAP 400 ETF TR | 1502 | 906127 | UTSER1 S&PDCRP |
| ISHARES TR | 35429 | 828497 | ESG AWRE USD ETF |
| ISHARES TR | 15381 | 810579 | ESG SELECT SCRE |
| GE AEROSPACE | 1991 | 613288 | COM NEW |
| ISHARES TR | 824 | 564391 | CORE S&P500 ETF |
| SOLVENTUM CORP | 6827 | 540971 | COM SHS |
| ISHARES TR | 6091 | 504457 | 1 3 YR TREAS BD |
| SCHWAB STRATEGIC TR | 20695 | 504337 | SHT TM US TRES |
| VANGUARD SCOTTSDALE FDS | 8583 | 504080 | SHORT TERM TREAS |
| INTEL CORP | 12991 | 479368 | COM |
| GE VERNOVA INC | 719 | 469676 | COM |
| ISHARES TR | 2954 | 439230 | CORE S&P TTL STK |
| GOLDMAN SACHS ETF TR | 8080 | 407786 | ULTRA SHORT BOND |
| ISHARES TR | 20362 | 334548 | GL CLEAN ENE ETF |
| VANGUARD WORLD FD | 1277 | 320744 | MEGA CAP INDEX |
| ISHARES TR | 6015 | 289442 | CYBERSECURITY |
| DIMENSIONAL ETF TRUST | 7114 | 281643 | US CORE EQUITY 2 |
| SPDR SERIES TRUST | 6828 | 268955 | FTSE INT GVT ETF |
| ALPHABET INC | 768 | 240998 | CAP STK CL C |
| VANGUARD INDEX FDS | 907 | 233961 | SMALL CP ETF |
| AMAZON COM INC | 1012 | 233590 | COM |
| ISHARES TR | 1911 | 231740 | ESG MSCI LEADR |
| SELECT SECTOR SPDR TR | 1355 | 209754 | STATE STREET HEA |
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