Institutions / Retirement Planning Group, LLC
Retirement Planning Group, LLC
CIK 1508195 · Institution · as of Dec 31, 2025
Portfolio value
$3.04B
Positions
421
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 421 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $325.32M | 10.7% |
| WisdomTree Tr | $247.25M | 8.1% |
| Franklin Templeton ETF Tr | $193.05M | 6.3% |
| Fidelity Covington Trust | $177.43M | 5.8% |
| PIMCO ETF Tr | $153.90M | 5.1% |
| Victory Portfolios II | $143.11M | 4.7% |
| Fidelity Covington Trust | $131.22M | 4.3% |
| Amplify ETF Tr | $128.76M | 4.2% |
| Ea Series Trust | $123.88M | 4.1% |
| Fidelity Merrimack Str Tr | $114.65M | 3.8% |
| Etfis Ser Tr I | $90.38M | 3.0% |
| Neos ETF Trust | $83.36M | 2.7% |
| Vanguard Scottsdale Fds | $70.59M | 2.3% |
| Apple Inc. | $49.05M | 1.6% |
| Costco Wholesale Corp /New | $43.20M | 1.4% |
| SPDR S&P 500 ETF Tr | $39.82M | 1.3% |
| Vanguard Index Fds | $36.12M | 1.2% |
| Schwab Strategic Tr | $30.98M | 1.0% |
| Microsoft Corp | $28.59M | 0.9% |
| Invesco Qqq Tr | $25.34M | 0.8% |
| Federated Hermes ETF Trust | $25.13M | 0.8% |
| Vanguard Specialized Funds | $24.21M | 0.8% |
| Goldman Sachs ETF Tr | $23.38M | 0.8% |
| Vanguard Index Fds | $21.92M | 0.7% |
| iShares Tr | $21.28M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.