SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Retireful, LLC

CIK 0001919176 · 16932 WILLOWBROOK DRIVE, HASLETT, MI, 48840 · 5175129686

Reported Value
$264M
Q2 2023
Positions
77
Filings on Record
19
2022–present window
Filed
Jul 11, 2023
original filing

Summary

Retireful, LLC reported $264M in U.S.-listed holdings across 77 positions for Q2 2023.

Its largest position, BIL, represents 18.3% of the portfolio.

Compared with Q1 2023, the fund opened 61 new positions and exited 53.

Portfolio Metrics

Turnover
+50.0%
vs prior filed quarter
Top-10 Concentration
+71.6%
share of reported value
Largest Position
+18.3%
Spdr
New / Exited
61 / 53
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $4MQ1 ’22Q2 ’22: $46MQ3 ’22: $200MQ4 ’22: $209MQ4 ’22Q1 ’23: $311MQ2 ’23: $264MQ3 ’23: $210MQ3 ’23Q4 ’23: $230MQ1 ’24: $241MQ2 ’24: $213MQ2 ’24Q3 ’24: $135MQ4 ’24: $178MQ1 ’25: $106MQ1 ’25Q2 ’25: $145MQ3 ’25: $103MQ4 ’25: $80MQ4 ’25Q1 ’26: $71Mfilingsflow.com

Portfolio Composition

By security type
ETP: 80.3%Common Stock: 19.7%
  • ETP · 80.3% · $212M
  • Common Stock · 19.7% · $52M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SGOVISHARES TRNEW+142.0K142.0K+$14M$14M
SPYSPDR S&P 500 ETF TRNEW+26.9K26.9K+$11M$11M
NCLHNORWEGIAN CRUISE LINE HLDG LNEW+161.6K161.6K+$4M$4M
DEDEERE & CONEW+7.1K7.1K+$3M$3M
SCHDSCHWAB STRATEGIC TRNEW+37.1K37.1K+$3M$3M
RDVYFIRST TR EXCHANGE-TRADED FDNEW+55.6K55.6K+$3M$3M
VCLTVANGUARD SCOTTSDALE FDSNEW+32.0K32.0K+$3M$3M
IYLDISHARES TRNEW+128.4K128.4K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2023

56 positions (from 77 filing rows — )
#IssuerClass% PortfolioValueShares
1BILSPDR SER TRBLOOMBERG 1-3 MO · BLOOMBERG SHT TE · PRTFLO S&P500 GW18.33%$48M596.4K
2USFRWISDOMTREE TRFLOATNG RAT TREA · US QTLY DIV GRT12.30%$33M638.5K
3GBILGOLDMAN SACHS ETF TRhistory →ACCES TREASURY11.75%$31M310.3K
4SGOVISHARES TR0-3 MNTH TREASRY · MODERT ALLOC ETF · MRNGSTR INC ETF · CORE US AGGBD ET · GRWT ALLOCAT ETF · CONSER ALLOC ETF · US CONSM STAPLES10.61%$28M494.4K
5VGTVANGUARD WORLD FDSINF TECH ETF · HEALTH CAR ETF · CONSUM STP ETF · CONSUM DIS ETF4.22%$11M40.2K
6SPYSPDR S&P 500 ETF TRhistory →TR UNIT4.12%$11M26.9K
7VCLTVANGUARD SCOTTSDALE FDSLG-TERM COR BD · SHRT TRM CORP BD · INT-TERM CORP · VNG RUS1000GRW3.62%$10M126.0K
8XLKSELECT SECTOR SPDR TRTECHNOLOGY · SBI HEALTHCARE · SBI INT-INDS · ENERGY3.43%$9M82.2K
9XLGINVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 · S&P MDCP MOMNTUM · FINL PFD ETF1.85%$5M65.5K
10NCLHNORWEGIAN CRUISE LINE HLDG Lhistory →SHS1.33%$4M161.6K
11RDVYFIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV · US EQTY OPPT ETF1.31%$3M65.2K
12FSLYFASTLY INChistory →CL A1.13%$3M189.9K
13DEDEERE & COhistory →COM1.09%$3M7.1K
14SCHDSCHWAB STRATEGIC TRhistory →US DIVIDEND EQ1.02%$3M37.1K
15FCORFIDELITY MERRIMACK STR TRCORP BOND ETF0.94%$2M54.5K
16SNPSSYNOPSYS INCCOM0.93%$2M5.7K
17STRATEGY SHSNS 7HANDL IDX0.92%$2M119.6K
18NOBLPROSHARES TRS&P 500 DV ARIST0.91%$2M25.6K
19BONDPIMCO ETF TRACTIVE BD ETF0.91%$2M26.2K
20VIGVANGUARD SPECIALIZED FUNDSDIV APP ETF0.90%$2M14.7K
21TCHPT ROWE PRICE ETF INCPRICE BLUE CHIP0.90%$2M84.9K
22PGXINVESCO EXCH TRADED FD TR IIPFD ETF0.89%$2M206.1K
23AEISADVANCED ENERGY INDSCOM0.83%$2M19.6K
24JHMMJOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI0.78%$2M41.6K
25SOFISOFI TECHNOLOGIES INCCOM0.76%$2M240.0K
26HUBSHUBSPOT INCCOM0.74%$2M3.7K
27EXP WORLD HLDGS INCCOM0.73%$2M94.5K
28GGGGRACO INCCOM0.70%$2M21.4K
29FTNTFORTINET INCCOM0.70%$2M24.3K
30ENPHENPHASE ENERGY INCCOM0.69%$2M10.8K
31TDOCTELADOC HEALTH INCCOM0.69%$2M71.6K
32PHPARKER-HANNIFIN CORPCOM0.68%$2M4.6K
33NVDANVIDIA CORPORATIONCOM0.67%$2M4.2K
34UPSTUPSTART HLDGS INCCOM0.66%$2M48.9K
35PIONEER NAT RES COCOM0.61%$2M7.8K
36ADBEADOBE SYSTEMS INCORPORATEDCOM0.59%$2M3.2K
37CMACOMERICA INCCOM0.55%$1M34.5K
38TSLATESLA INCCOM0.50%$1M5.0K
39AMERICAN EQTY INVT LIFE HLDCOM0.37%$985,40018.9K
40SPGIS&P GLOBAL INCCOM0.37%$967,7482.4K
41HPEHEWLETT PACKARD ENTERPRISE CCOM0.37%$965,32857.5K
42WMSADVANCED DRAIN SYS INC DELCOM0.35%$930,0388.2K
43DPZDOMINOS PIZZA INCCOM0.35%$921,6682.7K
44LADLITHIA MTRS INCCOM0.34%$911,4183.0K
45DIASPDR DOW JONES INDL AVERAGEUT SER 10.32%$851,3732.5K
46MLMMARTIN MARIETTA MATLS INCCOM0.32%$850,8951.8K
47BMIBADGER METER INCCOM0.32%$849,3555.8K
48STESTERIS PLCSHS USD0.32%$835,5763.7K
49EHCENCOMPASS HEALTH CORPCOM0.31%$821,39012.1K
50FULTFULTON FINL CORP PACOM0.31%$813,20668.2K
51DHID R HORTON INCCOM0.30%$796,3396.5K
52MZTILANCASTER COLONY CORPCOM0.30%$789,6803.9K
53UMBFUMB FINL CORPCOM0.29%$772,15112.7K
54CORAMERISOURCEBERGEN CORPCOM0.28%$735,8523.8K
55VUGVANGUARD INDEX FDSGROWTH ETF0.27%$704,5702.5K
56FFINFIRST FINL BANKSHARES INCCOM0.22%$589,51520.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$71M84Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$80M93Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$103M93Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$145M144Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$106M92Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$178M126Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$135M66Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$213M93Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$241M90Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$230M88Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$210M72Oct 19, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2023$264M77Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$311M69Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$209M4Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$200M8Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$46M8Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$4M13Jul 20, 2022RESTATEMENTchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Tuttle Capital Management, LLC028-16136

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.