Q3 2026 13F · SEC CIK 1919176

Retireful, LLC

Mutual fund managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.1M
Reported positions: 86
Top holdings a year, 3 yrs: +14.3%
Assets under management: $227.6M

Retireful, LLC is a mutual fund manager that reported 86 positions worth $116.1M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 5.6%), Vanguard Index Fds (VV, 5.1%), Vanguard World Fd (VGT, 2.9%). A portfolio copying its top holdings returned 14.3% a year over the last 3 years, against 20.4% for the S&P 500.

Retireful, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Retireful, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	5.6%	5.5%	8,596	+7.7%	$6.6M
VVVanguard Index Fds	5.1%	—	16,819	—	$5.9M
VGTVanguard World Fd	2.9%	2.7%	27,162	+11.6%	$3.4M
DELLDell Technologies Inc	2.9%	2.2%	6,257	+15.3%	$3.4M
MUMicron Technology Inc	2.8%	2.8%	3,021	+15.1%	$3.2M
XLKSelect Sector Spdr Tr	2.7%	—	16,139	—	$3.2M
SCHXSchwab Strategic Tr	2.6%	—	100,281	—	$3.0M
VHTVanguard World Fd	2.5%	—	9,209	—	$2.9M
XLCSelect Sector Spdr Tr	2.5%	—	26,201	—	$2.9M
RSPInvesco Exchange Traded Fd T	2.4%	9.1%	13,639	-70.4%	$2.8M
NTAPNetapp Inc	2.3%	1.2%	12,833	+54.2%	$2.7M
WDCWestern Digital Corp Com	2.3%	3.0%	5,913	+15.5%	$2.7M
PSTGEverpure Inc	2.3%	—	20,021	—	$2.6M
PANWPalo Alto Networks Inc	2.2%	—	6,410	—	$2.5M
GSEWGoldman Sachs Equal Weight US Large Cap	2.2%	—	27,185	—	$2.5M
ILMNIllumina Inc	2.1%	—	9,030	—	$2.5M
CRWDCrowdstrike Hldgs Inc	2.0%	1.4%	8,946	+361.8%	$2.4M
ANETArista Networks Inc	2.0%	1.5%	11,167	+15.3%	$2.3M
SNDKSandisk Corp	2.0%	2.4%	1,305	+16.0%	$2.3M
MRVLMarvell Technology Inc	1.9%	2.0%	8,196	+15.3%	$2.2M
AAPLApple Inc	1.8%	—	6,174	—	$2.1M
PSXPhillips 66	1.8%	—	8,007	—	$2.0M
OKTAOkta Inc	1.7%	—	9,460	—	$2.0M
FCXFreeport Mcmoran Inc	1.7%	—	28,215	—	$2.0M
DINOHf Sinclair Corp	1.7%	—	17,955	—	$1.9M
NETCloudflare Inc	1.6%	—	5,255	—	$1.8M
GRMNGarmin Ltd	1.5%	—	6,023	—	$1.7M
SNOWSnowflake Inc	1.5%	—	4,967	—	$1.7M
FFIVF5 Inc	1.4%	1.3%	3,745	+15.6%	$1.7M
HUMHumana Inc	1.4%	1.2%	4,334	+37.8%	$1.7M
VEEVVeeva Sys Inc	1.4%	—	5,670	—	$1.6M
BBYBest Buy Inc	1.4%	—	18,302	—	$1.6M
NVTNvent Elec PLC	1.4%	1.7%	9,834	-7.9%	$1.6M
FTNTFortinet Inc	1.3%	—	8,728	—	$1.6M
PLTRPalantir Technologies Inc	1.3%	—	8,288	—	$1.6M
AMGNAmgen Inc	1.3%	—	3,605	—	$1.5M
TRVTravelers Companies Inc	1.3%	—	4,203	—	$1.5M
ZSZscaler Inc	1.3%	—	7,406	—	$1.5M
CNCCentene Corp Del	1.1%	—	21,447	—	$1.3M
STXSeagate Technology Hldngs Pl	1.0%	1.0%	1,228	+14.9%	$1.1M
JPSTJ P Morgan Exchange Traded F	0.8%	0.5%	19,263	+92.9%	$970K
USFRWisdomtree Tr	0.8%	0.8%	19,032	+8.3%	$959K
XLGInvesco Exchange Traded Fd T	0.8%	0.8%	14,979	+8.7%	$953K
CWBSpdr Series Trust	0.7%	—	7,531	—	$762K
BILSpdr Series Trust	0.6%	0.6%	8,185	+8.3%	$750K
AOMIshares Tr	0.6%	—	13,408	—	$654K
NEARIshares U S ETF Tr	0.5%	0.5%	11,840	+8.3%	$590K
RMMECollaborative Investmnt Ser	0.5%	0.5%	5,807	+15.0%	$583K
GOOGLAlphabet Inc	0.5%	0.5%	1,553	+14.9%	$534K
SPHQInvesco Exchange Traded Fd T	0.4%	—	6,134	—	$516K

What Retireful, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+361.8% shares
JPST J P Morgan Exchange Traded F+92.9% shares
NTAP Netapp Inc+54.2% shares
HUM Humana Inc+37.8% shares
SNDK Sandisk Corp+16.0% shares
FFIV F5 Inc+15.6% shares
WDC Western Digital Corp Com+15.5% shares
ANET Arista Networks Inc+15.3% shares

Reduced

RSP Invesco Exchange Traded Fd T-70.4% shares
NVT Nvent Elec PLC-7.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.4% /yr; S&P 500 +20.1%
3 years: +14.3% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +15.9%

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
Q3 2026	$116.1M	86
Q2 2026	$107.5M	81
Q1 2026	$71.0M	84
Q4 2025	$79.7M	93
Q3 2025	$103.5M	93
Q2 2025	$145.1M	144
Q1 2025	$105.8M	92
Q4 2024	$177.7M	126
Q3 2024	$135.1M	66
Q2 2024	$212.6M	93
Q1 2024	$240.5M	90
Q4 2023	$229.8M	88

Questions about Retireful, LLC's portfolio

What stocks does Retireful, LLC own?

Retireful, LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 86 positions worth $116.1M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 5.6%, Vanguard Index Fds (VV) at 5.1%, Vanguard World Fd (VGT) at 2.9%, Dell Technologies Inc (DELL) at 2.9% and Micron Technology Inc (MU) at 2.8%.

What did Retireful, LLC buy last quarter?

In Q3 2026, Retireful, LLC added Crowdstrike Hldgs Inc (CRWD) (+361.8% shares), J P Morgan Exchange Traded F (JPST) (+92.9% shares) and Netapp Inc (NTAP) (+54.2% shares), compared with its Q2 2026 filing.

What did Retireful, LLC sell last quarter?

In Q3 2026, Retireful, LLC cut from its top 50 Corning Inc (GLW), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Astera Labs Inc (ALAB), cut from its top 50 Intel Corp (INTC), cut from its top 50 Select Sector Spdr Tr (XLV), Invesco Exchange Traded Fd T (RSP) (-70.4% shares) and Nvent Elec PLC (NVT) (-7.9% shares), compared with its Q2 2026 filing.

How has Retireful, LLC's portfolio performed?

A portfolio copying Retireful, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.4% against +20.1%. Over 5 years: +11.0% a year against +15.9%.

When is Retireful, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Retireful, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Retireful, LLC manage?

Retireful, LLC reported $227.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $116.1M.