SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Retireful, LLC

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

Reported Value
$210M
Q3 2023
Positions
72
Filings on Record
19
2022–present window
Filed
Oct 19, 2023
amendment (RESTATEMENT)

Summary

Retireful, LLC reported $210M in U.S.-listed holdings across 72 positions for Q3 2023.

Its largest position, SPY, represents 13.0% of the portfolio.

Compared with Q2 2023, the fund opened 59 new positions and exited 64.

Portfolio Metrics

Turnover
+67.4%
vs prior filed quarter
Top-10 Concentration
+49.7%
share of reported value
Largest Position
+13.0%
Spdr S P 500 Etf Tr
New / Exited
59 / 64
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: 51.2%Common Stock: 48.8%
  • ETP · 51.2% · $107M
  • Common Stock · 48.8% · $102M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
QUALISHARES TRNEW+50.8K50.8K+$7M$7M
COWZPACER FDS TRNEW+127.6K127.6K+$6M$6M
MOATVANECK ETF TRUSTNEW+82.2K82.2K+$6M$6M
VDEVANGUARD WORLD FDSNEW+38.6K38.6K+$5M$5M
GALSSGA ACTIVE ETF TRNEW+125.9K125.9K+$5M$5M
SPTLSPDR SER TRNEW+166.0K166.0K+$4M$4M
BXBLACKSTONE INCNEW+38.2K38.2K+$4M$4M
CDWCDW CORPNEW+18.8K18.8K+$4M$4M

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

Holdings — Q3 2023

64 positions (from 72 filing rows — )
#IssuerClass% PortfolioValueShares
1SPYSPDR S&P 500 ETF TRhistory →TR UNIT13.03%$27M63.9K
2SGOVISHARES TR0-3 MNTH TREASRY · MSCI USA QLT FCT · IBOXX HI YD ETF · SP SMCP600VL ETF · CONV BD ETF · EXPANDED TECH8.19%$17M157.4K
3BILSPDR SER TRBLOOMBERG 1-3 MO · PORTFOLIO LN TSR · BBG CONV SEC ETF7.01%$15M280.3K
4VHTVANGUARD WORLD FDSHEALTH CAR ETF · ENERGY ETF4.72%$10M59.9K
5GBILGOLDMAN SACHS ETF TRhistory →ACCES TREASURY3.95%$8M82.8K
6COWZPACER FDS TRhistory →US CASH COWS 1003.01%$6M127.6K
7MOATVANECK ETF TRUSThistory →MRNGSTR WDE MOAT2.97%$6M82.2K
8GALSSGA ACTIVE ETF TRhistory →GLOBL ALLO ETF2.30%$5M125.9K
9FCORFIDELITY MERRIMACK STR TRhistory →CORP BOND ETF2.29%$5M110.0K
10BONDPIMCO ETF TRhistory →ACTIVE BD ETF2.23%$5M53.1K
11BXBLACKSTONE INChistory →COM1.95%$4M38.2K
12CDWCDW CORPhistory →COM1.81%$4M18.8K
13KKRKKR & CO INChistory →COM1.79%$4M61.0K
14ARISTA NETWORKS INCCOM1.78%$4M20.3K
15URIUNITED RENTALS INChistory →COM1.76%$4M8.3K
16MPCMARATHON PETE CORPhistory →COM1.19%$2M16.5K
17TSLATESLA INChistory →COM1.19%$2M10.0K
18APOAPOLLO GLOBAL MGMT INChistory →COM1.19%$2M27.7K
19BKNGBOOKING HOLDINGS INChistory →COM1.11%$2M752
20OXYOCCIDENTAL PETE CORPhistory →COM1.10%$2M35.4K
21MELIMERCADOLIBRE INChistory →COM1.09%$2M1.8K
22NOWSERVICENOW INChistory →COM1.08%$2M4.0K
23MCKMCKESSON CORPhistory →COM1.08%$2M5.2K
24SLBSCHLUMBERGER LTDhistory →COM STK1.07%$2M38.5K
25HESHESS CORPhistory →COM1.07%$2M14.6K
26COSTCOSTCO WHSL CORP NEWhistory →COM1.04%$2M3.9K
27PNCPNC FINL SVCS GROUP INChistory →COM1.02%$2M17.4K
28OKEONEOK INC NEWhistory →COM1.02%$2M33.6K
29CTSHCOGNIZANT TECHNOLOGY SOLUTIOhistory →CL A1.01%$2M31.3K
30AVGOBROADCOM INCCOM1.00%$2M2.5K
31AMZNAMAZON COM INCCOM1.00%$2M16.4K
32LOWLOWES COS INCCOM0.99%$2M10.0K
33DDOMINION ENERGY INCCOM0.99%$2M46.3K
34NDAQNASDAQ INCCOM0.94%$2M40.8K
35DELLDELL TECHNOLOGIES INCCL C0.89%$2M27.2K
36ALLALLSTATE CORPCOM0.88%$2M16.5K
37AONAON PLCSHS CL A0.86%$2M5.6K
38EIXEDISON INTLCOM0.86%$2M28.4K
39CRWDCROWDSTRIKE HLDGS INCCL A0.83%$2M10.4K
40PSXPHILLIPS 66COM0.82%$2M14.3K
41ELVELEVANCE HEALTH INCCOM0.80%$2M3.9K
42UBERUBER TECHNOLOGIES INCCOM0.80%$2M36.3K
43CITHE CIGNA GROUPCOM0.78%$2M5.7K
44USFRWISDOMTREE TRFLOATNG RAT TREA0.77%$2M32.2K
45CTASCINTAS CORPCOM0.76%$2M3.3K
46FISFIDELITY NATL INFORMATION SVCOM0.76%$2M28.9K
47CMECME GROUP INCCOM0.76%$2M8.0K
48EMREMERSON ELEC COCOM0.76%$2M16.5K
49ODFLOLD DOMINION FREIGHT LINE INCOM0.76%$2M3.9K
50CPRTCOPART INCCOM0.74%$2M36.2K
51LLYELI LILLY & COCOM0.74%$2M2.9K
52AMATAPPLIED MATLS INCCOM0.73%$2M11.1K
53DHRDANAHER CORPORATIONCOM0.73%$2M6.2K
54VRTXVERTEX PHARMACEUTICALS INCCOM0.73%$2M4.4K
55ETNEATON CORP PLCSHS0.73%$2M7.2K
56SCHWSCHWAB CHARLES CORPCOM0.72%$2M27.4K
57ZTSZOETIS INCCL A0.71%$1M8.6K
58NUENUCOR CORPCOM0.71%$1M9.5K
59ADPAUTOMATIC DATA PROCESSING INCOM0.71%$1M6.1K
60AMEAMETEK INCCOM0.52%$1M7.4K
61NVDANVIDIA CORPORATIONCOM0.41%$853,4502.0K
62VUGVANGUARD INDEX FDSGROWTH ETF0.34%$718,3322.6K
63VCITVANGUARD SCOTTSDALE FDSINT-TERM CORP0.23%$476,5476.3K
64XLGINVESCO EXCHANGE TRADED FD TS&P 500 TOP 500.21%$437,33712.9K

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 ↗.