Golden Reserve Retirement Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$20.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$16.9M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$11.9M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$10M |
| 5 |
Broadcom
AVGO
|
+$6.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$219K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.71% |
| 2 | Healthcare | 1.07% |
| 3 | Financials | 1.03% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Discretionary | 0.89% |
Similar funds
Golden Reserve Retirement's Q4 2025 Portfolio in Review
As of Q4 2025, Golden Reserve Retirement held 131 positions worth $542M, up 41% from $385M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Golden Reserve Retirement deployed $148M of net new capital in Q4 2025, opening 111 new positions and adding to 18 existing holdings. Its largest new stake was Broadcom: 18,942 shares worth $6.56M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, up from 0.44% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the most notable exit was JPMorgan Equity Premium Income ETF, an estimated $219K sold.
- Golden Reserve Retirement's largest Q4 2025 buy was Broadcom: 18,942 shares worth $6.56M.
- Golden Reserve Retirement added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $20.4M increase.
- Golden Reserve Retirement fully exited JPMorgan Equity Premium Income ETF in Q4 2025, selling an estimated $219K.
- Golden Reserve Retirement's ten largest holdings make up 88% of its $542M portfolio in Q4 2025.
- Golden Reserve Retirement opened 111 new positions and closed 1 in Q4 2025.
- Golden Reserve Retirement's portfolio value rose 41% quarter-over-quarter to $542M.
Based on Golden Reserve Retirement's 13F filing for Q4 2025, filed 29 Jan 2026.