RETIREMENT CAPITAL STRATEGIES
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 32K | $3.95M |
 | MMM | 32K | $4.64M |
 | AAPL | 27K | $6.92M |
 | CSCO | 14K | $1.10M |
 | NVDA | 13K | $2.30M |
 | INTC | 13K | $573.29K |
 | LPLA | 10K | $3.02M |
 | SOLV | 7K | $445.80K |
 | MSFT | 6K | $2.36M |
 | ETN | 4K | $1.43M |
 | TSLA | 3K | $1.18M |
 | GE | 2K | $564.99K |
 | AMZN | 1K | $215.77K |
 | GOOG | 768 | $220.31K |
 | GEV | 720 | $628.39K |
 | GOOGL | 704 | $202.44K |
Arista Networks, Inc.
ANET
Shares Held
32K
Value
$3.95M
3M Company
MMM
Shares Held
32K
Value
$4.64M
Apple Inc.
AAPL
Shares Held
27K
Value
$6.92M
Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$1.10M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.30M
Intel Corp.
INTC
Shares Held
13K
Value
$573.29K
LPL Financial Holdings Inc.
LPLA
Shares Held
10K
Value
$3.02M
Solventum Corporation
SOLV
Shares Held
7K
Value
$445.80K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.36M
Eaton Corporation plc
ETN
Shares Held
4K
Value
$1.43M
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.18M
GE Aerospace
GE
Shares Held
2K
Value
$564.99K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$215.77K
Alphabet Inc.
GOOG
Shares Held
768
Value
$220.31K
GE Vernova Inc.
GEV
Shares Held
720
Value
$628.39K
Alphabet Inc.
GOOGL
Shares Held
704
Value
$202.44K