Institutions / Retirement Planning Group, LLC / Ny

Retirement Planning Group, LLC / Ny

CIK 2057004 · Institution · as of Jun 30, 2026
Portfolio value
$183.54M
Positions
108
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$183.54M+25.2%
$183.54M$165.07M$146.60MQ4 '25Q2 '26

Positions

108+24.1%
1089887Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 108 →
CompanyClassValueShares% of portfolio
J P Morgan Exchange Traded F—$15.09M267,1078.2%
Invesco Qqq Tr—$13.22M17,9307.2%
Invesco Exch Traded Fd Tr II—$11.03M86,3186.0%
Schwab Strategic Tr—$7.58M239,1844.1%
Columbia ETF Tr I—$7.43M171,6624.0%
Invesco Exch Traded Fd Tr II—$7.18M23,7073.9%
Global X Fds—$7.11M120,4743.9%
J P Morgan Exchange Traded F—$6.53M106,3243.6%
Apple Inc.—$6.27M21,6753.4%
Legg Mason ETF Invt—$5.52M136,0963.0%
Global X Fds—$5.08M275,7642.8%
General Electric Co—$4.28M11,4472.3%
Nuveen Core Equity Alpha FundJCEClosed-End Fund$4.18M250,1092.3%
Alps ETF Tr—$4.12M58,5132.2%
Select Sector SPDR Tr—$4.11M77,3172.2%
Select Sector SPDR Tr—$4.10M76,3912.2%
NVIDIA Corp—$3.80M19,0062.1%
GE Vernova Inc.—$3.53M3,0061.9%
Columbia ETF Tr I—$3.47M115,7801.9%
iShares Tr—$2.79M59,5551.5%
PIMCO Dynamic Income FundPDIClosed-End Fund$2.68M158,1171.5%
Vanguard Scottsdale Fds—$2.53M7,4701.4%
iShares Tr—$2.50M53,3811.4%
Invesco Exchange Traded Fd T—$1.85M29,1641.0%
iShares MSCI UAE ETF—$1.83M8,3431.0%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Trim316188309
Common stock
$-3.57M-78K
-90.72%
7,986
0.20% of portfolio
low
Q2 2026
as of
New19761L748
Common stock
$3.47M+116K
115,780
1.89% of portfolio
low
Q2 2026
as of
Add46654Q203
Common stock
$2.39M+39K
+57.74%
106,324
3.56% of portfolio
low
Q2 2026
as of
Add808524797
Common stock
$2.14M+68K
+39.36%
239,184
4.13% of portfolio
low
Q2 2026
as of
Add19761L706
Common stock
$2.14M+49K
+40.41%
171,662
4.05% of portfolio
low
Q2 2026
as of
Add46641Q332
Common stock
$2.08M+37K
+16.01%
267,107
8.22% of portfolio
low
Q2 2026
as of
Add46138G698
Common stock
$2.04M+16K
+22.75%
86,318
6.01% of portfolio
low
Q2 2026
as of
Add46138G649
Common stock
$1.84M+6K
+34.45%
23,707
3.91% of portfolio
low
Q2 2026
as of
Add92189F676
Common stock
$962.2K+1K
+194.82%
2,220
0.79% of portfolio
low
Q2 2026
as of
Trim46090E103
Common stock
$-852.2K-1K
-6.06%
17,930
7.20% of portfolio
low