Golden Reserve Retirement LLC

Est. AUM

$484.7M

13F long equity, this entity only

Positions

104

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$127.5M	397278	26.30%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$118.3M	4061494	24.41%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$70.2M	2287654	14.48%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$62.4M	108160	12.88%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$43.6M	1500790	9.00%	SOLE
6	NVIDIA CORPORATION	COM	$3.9M	22345	0.80%	SOLE
7	APPLE INC	COM	$3.4M	13246	0.69%	SOLE
8	MICROSOFT CORP	COM	$2.5M	6810	0.52%	SOLE
9	AMAZON COM INC	COM	$2.0M	9568	0.41%	SOLE
10	ALPHABET INC	CAP STK CL A	$1.6M	5393	0.32%	SOLE
11	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.5M	37380	0.31%	SOLE
12	BROADCOM INC	COM	$1.4M	4602	0.29%	SOLE
13	ALPHABET INC	CAP STK CL C	$1.4M	4965	0.29%	SOLE
14	AIM ETF PRODUCTS TRUST	ALLIANZIM US	$1.4M	45061	0.29%	SOLE
15	AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$1.2M	42098	0.25%	SOLE
16	PIMCO ETF TR	25YR+ ZERO U S	$1.2M	18537	0.24%	SOLE
17	META PLATFORMS INC	CL A	$1.2M	2026	0.24%	SOLE
18	AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$1.1M	31978	0.23%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$1.1M	52006	0.22%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES 203	$1.1M	51574	0.22%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$1.1M	64748	0.22%	SOLE
22	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.1M	63631	0.22%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$1.1M	50144	0.22%	SOLE
24	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES	$1.1M	51585	0.22%	SOLE
25	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$943K	35467	0.19%	SOLE
26	TESLA INC	COM	$932K	2506	0.19%	SOLE
27	JPMORGAN CHASE & CO	COM	$915K	3112	0.19%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$895K	1868	0.18%	SOLE
29	EXXON MOBIL CORP	COM	$689K	4059	0.14%	SOLE
30	JOHNSON & JOHNSON	COM	$660K	2701	0.14%	SOLE
31	ISHARES TR	IBONDS 2026 TERM	$653K	28472	0.13%	SOLE
32	PIMCO ETF TR	0-5 HIGH YIELD	$651K	6976	0.13%	SOLE
33	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$648K	34729	0.13%	SOLE
34	WALMART INC	COM	$643K	5172	0.13%	SOLE
35	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$641K	30381	0.13%	SOLE
36	CHEVRON CORPORATION	COM	$626K	3025	0.13%	SOLE
37	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$613K	18349	0.13%	SOLE
38	ELI LILLY & CO	COM	$611K	664	0.13%	SOLE
39	VISA INC	COM CL A	$554K	1832	0.11%	SOLE
40	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$547K	28016	0.11%	SOLE
41	BANK AMERICA CORP	COM	$547K	11212	0.11%	SOLE
42	MCDONALDS CORP	COM	$537K	1727	0.11%	SOLE
43	ELEVATION SERIES TRUST	TRUESHARES SEASO	$517K	20667	0.11%	SOLE
44	PROGRESSIVE CORP	COM	$513K	2589	0.11%	SOLE
45	GOLDMAN SACHS GROUP INC	COM	$484K	572	0.10%	SOLE
46	PEPSICO INC	COM	$447K	2880	0.09%	SOLE
47	CISCO SYS INC	COM	$441K	5686	0.09%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$440K	442	0.09%	SOLE
49	COCA COLA CO	COM	$439K	5776	0.09%	SOLE
50	PROCTER & GAMBLE CO	COM	$422K	2924	0.09%	SOLE

1–50 of 104

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.