Golden Reserve Retirement LLC
SEC Form 13F institutional filer · CIK 0002066488
13F-HR · 81 reported holdings · 2026-03-31
Reported long-US-equity value
$0.47B
Top-10 concentration
93.8%
Golden Reserve Retirement LLC — $470M AUM allocation strategy
Golden Reserve Retirement LLC files SEC Form 13F and reports $470M of long US equity value across 81 reported holdings for 2026-03-31.
Its largest sector bet is Financials 50.7%, followed by Information Technology 2.4% and Communication Services 0.9%.
The top 10 holdings account for 94% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Golden Reserve Retirement LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$470M
total across 81 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
94% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +139K sh · +$2.49M+$BAC +4.43K sh · +$174K+$KO +1.87K sh · +$166K
Biggest trims (shares)
−$SCHW −311K sh · −$14.5M−$VTI −17.1K sh · −$11.5M−$AVGO −14.3K sh · −$5.13M
Exited to nil (held last quarter, gone now)
$SPY ($2.76M last qtr)$IVV ($2.31M last qtr)$SHW ($977K last qtr)$XLK ($958K last qtr)$NSC ($696K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage49.4%—
- Semiconductors1.1%—
- Asset Management & Custody Banks1.0%—
- Interactive Media & Services0.9%—
- Technology Hardware, Storage & Peripherals0.7%—
- Systems Software0.6%—
- Broadline Retail0.4%—
- Integrated Oil & Gas0.3%—
- Other holdings45.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 7.85M | $232M | -311K | 49.4% |
| $IVZ | Invesco Ltd | 243K | $4.4M | +139K | 0.9% |
| $NVDA | NVIDIA Corporation | 22.3K | $3.9M | -4.13K | 0.8% |
| $AAPL | Apple Inc | 13.2K | $3.36M | -1.65K | 0.7% |
| $MSFT | Microsoft Corporation | 6.81K | $2.52M | -3.72K | 0.5% |
| $AMZN | Amazon.com Inc | 9.57K | $1.99M | -26 | 0.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.39K | $1.55M | +228 | 0.3% |
| $AVGO | Broadcom Inc | 4.6K | $1.42M | -14.3K | 0.3% |
…and 73 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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