Retirement Capital Strategies
Net seller this quarter
$288M
18
-$3.55M
11.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $8.04M | 2.79% | 0.00% | +2.0% | Q1 2016 |
 ANET | $5.46M | 1.90% | 0.00% | 0.0% | Q4 2019 |
 MMM | $5.12M | 1.78% | 0.01% | -1.2% | Q3 2018 |
 LPLA | $2.83M | 0.98% | 0.01% | Not reported | Q3 2016 |
 NVDA | $2.51M | 0.87% | 0.00% | -4.9% | Q2 2019 |
 MSFT | $2.39M | 0.83% | 0.00% | +0.6% | Q1 2019 |
 ETN | $1.7M | 0.59% | 0.00% | Not reported | Q1 2016 |
 CSCO | $1.67M | 0.58% | 0.00% | Not reported | Q3 2016 |
 INTC | $1.41M | 0.49% | 0.00% | -22.0% | Q1 2016 |
 TSLA | $1.33M | 0.46% | 0.00% | Not reported | Q1 2021 |
 MDY | $1.06M | 0.37% | Not reported | Not reported | Q4 2013 |
 GEV | $842K | 0.29% | 0.00% | -0.4% | Q2 2024 |
 GE | $744K | 0.26% | 0.00% | Not reported | Q3 2021 |
 SOLV | $527K | 0.18% | 0.00% | Not reported | Q2 2024 |
| SPTS | $500K | 0.17% | Not reported | Not reported | Q4 2024 |
 GOOG | $342K | 0.12% | Not reported | +26.0% | Q4 2025 |
| GOOGL | $299K | 0.10% | 0.00% | +18.8% | Q1 2026 |
 AMZN | $283K | 0.10% | 0.00% | +14.7% | Q1 2024 |
| Q1 2026 | |||||
| AAPL | $6.92M | 2.61% | 0.00% | -0.6% | Q1 2016 |
| MMM | $4.64M | 1.76% | 0.01% | -0.8% | Q3 2018 |
| ANET | $3.95M | 1.49% | 0.00% | 0.0% | Q4 2019 |
| LPLA | $3.02M | 1.14% | 0.01% | Not reported | Q3 2016 |
| GLD | $2.44M | 0.92% | 0.00% | -62.3% | Q4 2025 |
| MSFT | $2.36M | 0.89% | 0.00% | +0.4% | Q1 2019 |
| NVDA | $2.3M | 0.87% | 0.00% | +0.3% | Q2 2019 |
 SLV | $1.52M | 0.58% | 0.00% | -76.6% | Q4 2025 |
| ETN | $1.43M | 0.54% | 0.00% | Not reported | Q1 2016 |
| TSLA | $1.18M | 0.44% | 0.00% | Not reported | Q1 2021 |
| CSCO | $1.1M | 0.42% | 0.00% | Not reported | Q3 2016 |
| MDY | $926K | 0.35% | Not reported | Not reported | Q4 2013 |
| GEV | $628K | 0.24% | 0.00% | +0.1% | Q2 2024 |
| INTC | $573K | 0.22% | 0.00% | Not reported | Q1 2016 |
| GE | $565K | 0.21% | 0.00% | Not reported | Q3 2021 |
| SPTS | $503K | 0.19% | Not reported | Not reported | Q4 2024 |
| SOLV | $446K | 0.17% | 0.00% | Not reported | Q2 2024 |
| GOOG | $220K | 0.08% | Not reported | Not reported | Q4 2025 |
| AMZN | $216K | 0.08% | 0.00% | +2.4% | Q1 2024 |
| GOOGL | $202K | 0.08% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $7.45M | 2.76% | 0.00% | Not reported | Q1 2016 |
| SLV | $6.14M | 2.28% | 0.02% | New | Q4 2025 |
| GLD | $5.97M | 2.21% | 0.00% | New | Q4 2025 |
| MMM | $5.16M | 1.91% | 0.01% | -0.7% | Q3 2018 |
| ANET | $4.21M | 1.56% | 0.00% | +0.2% | Q4 2019 |
| LPLA | $3.59M | 1.33% | 0.01% | Not reported | Q3 2016 |
| MSFT | $3.07M | 1.14% | 0.00% | +0.4% | Q1 2019 |
| NVDA | $2.45M | 0.91% | 0.00% | 0.0% | Q2 2019 |
| TSLA | $1.42M | 0.53% | 0.00% | Not reported | Q1 2021 |
| ETN | $1.27M | 0.47% | 0.00% | Not reported | Q1 2016 |
| CSCO | $1.09M | 0.41% | 0.00% | Not reported | Q3 2016 |
| MDY | $906K | 0.34% | Not reported | Not reported | Q4 2013 |
| GE | $613K | 0.23% | 0.00% | Not reported | Q3 2021 |
| SOLV | $541K | 0.20% | 0.00% | Not reported | Q2 2024 |
| SPTS | $504K | 0.19% | Not reported | Not reported | Q4 2024 |
| INTC | $479K | 0.18% | 0.00% | Not reported | Q1 2016 |
| GEV | $470K | 0.17% | 0.00% | +3.0% | Q2 2024 |
| GOOG | $241K | 0.09% | Not reported | New | Q4 2025 |
| AMZN | $234K | 0.09% | 0.00% | +1.0% | Q1 2024 |
| Q3 2025 | |||||
| AAPL | $6.98M | 2.68% | 0.00% | -0.3% | Q1 2016 |
| MMM | $5.04M | 1.93% | 0.01% | -1.5% | Q3 2018 |
| ANET | $4.68M | 1.79% | 0.00% | Not reported | Q4 2019 |
| LPLA | $3.34M | 1.28% | 0.01% | Not reported | Q3 2016 |
| MSFT | $3.27M | 1.26% | 0.00% | -4.6% | Q1 2019 |
| NVDA | $2.43M | 0.93% | 0.00% | Not reported | Q2 2019 |
| ETN | $1.5M | 0.57% | 0.00% | Not reported | Q1 2016 |
| TSLA | $1.41M | 0.54% | 0.00% | Not reported | Q1 2021 |
| CSCO | $972K | 0.37% | 0.00% | Not reported | Q3 2016 |
| MDY | $895K | 0.34% | Not reported | Not reported | Q4 2013 |
| GE | $599K | 0.23% | 0.00% | Not reported | Q3 2021 |
| SPTS | $505K | 0.19% | Not reported | Not reported | Q4 2024 |
| SOLV | $498K | 0.19% | 0.00% | Not reported | Q2 2024 |
| INTC | $436K | 0.17% | 0.00% | -7.2% | Q1 2016 |
| GEV | $429K | 0.16% | 0.00% | +38.2% | Q2 2024 |
| AMZN | $220K | 0.08% | 0.00% | +0.4% | Q1 2024 |