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13F holdings · Q2 2026

Retiremitten Financial

Milford, MI · files as Retiremitten Financial LLC
Holdings as of Jun 30, 2026Filed Aug 10, 2026Next filing due Nov 16, 2026CIK 2127635

Retiremitten Financial reported 41 stocks worth $237M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPYM (20.0%), SPYG (14.6%) and VYM (13.7%). Compared with Q1 2026, the fund added to SPYG, VYM and SPAB, trimmed SPYM, SPY and IVV and sold out of AMZN, MEAR and MSFT.

Reported value$237M+14.6% vs last quarter
Stocks held410 new · 135 sold out
Top 5 weight70.0%very concentrated
Turnover10%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 2 qtrsHeld
1
SPYM
Spdr Series Trust
$47.3M20.0%539K−16K (−3%)2 of 2
2
SPYG
Spdr Series Trust
$34.6M14.6%291K+11K (+4%)2 of 2
3
VYM
Vanguard Whitehall Fds
$32.5M13.7%205K+14K (+7%)2 of 2
4
SPAB
Spdr Series Trust
$32M13.5%1.3M+110K (+10%)2 of 2
5
SPDW
Spdr Developed
$19.6M8.3%390K+98K (+33%)2 of 2
6
SPHY
Spdr Series Trust
$15.1M6.3%642K+60K (+10%)2 of 2
7
ILTB
Ishares TR
$13.8M5.8%281K+27K (+11%)2 of 2
8
SPMD
State Street
$9.7M4.1%144K+7,538 (+6%)2 of 2
9
BSV
Vanguard Short-Term Bond ETF
$8.1M3.4%104K+9,566 (+10%)2 of 2
10
SPSM
State Street
$5M2.1%86K+1,081 (+1%)2 of 2
🔒 31 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
AMZN
Amazon Com Inc
$239K1,149
MEAR
Ishs Shrt Matry Muni Bndactv ETF
$239K4,753
MSFT
Microsoft Corp
$186K503
EWC
Ishares Inc
$157K2,858
VV
Vanguard Large Cap ETF
$151K506

🔒 Free account: see all 30.

Reported value

last 2 quarters
$207MQ1 '26
$237MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 10, 202613F-HRQ2 2026SEC filing ↗

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Retiremitten Financial 13F FAQ

What does Retiremitten Financial own?

Retiremitten Financial reported 41 stocks worth $237M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPYM (20.0%), SPYG (14.6%) and VYM (13.7%). The table above lists every position in the filing (the top 10 without an account).

What did Retiremitten Financial buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 30 added to, 8 trimmed and 135 sold out. It sold all of AMZN, MEAR and MSFT.

When will Retiremitten Financial file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Retiremitten Financial's portfolio worth?

The Q2 2026 filing reports $237M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.