Golden Reserve Retirement LLC

CIK 0002066488 · Q2 2026

13F Equity AUM

$634.9M

+31.0% QoQ

Positions

112

-104 QoQ

AUM Rank

#4,309

Top 34%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 79.6%Top 10: 84.5%Top 20: 88.5%

VTI23.9%

SCHG22.6%

NDQ12.7%

SCHD11.7%

SCHA8.7%

AAPL1.6%

NVDA1.3%

MSFT0.8%

AMZN0.7%

GOOGL0.6%

Others (102)15.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 112Median: 0.13%Avg: 0.89%

0–0.5%

102(15.5%)

0.5–1%

3(2.1%)

1–3%

2(2.9%)

3–5%

0(0.0%)

5%+

5(79.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 112vs 20 funds

0%Low

112

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...