Retirement Planning Group, LLC
CIK 1508195
13F filing for Q2 2026・No. 1,072
- Holdings
- US$3.94B
- Quarter change
- +US$708.91M
- Entries
- 543
- Net bought (estimate)
- +US$363.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 75
- Sold out 15
- Cut 205
- Added 217
- Corporate actions 2
- Unchanged 44
Largest holdings
541 stocks worth US$3.94B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 507,533 | US$348.58M | 8.86% |
| WISDOMTREE TRUS QUALITY GROW | Added | 4,540,625 | US$299.82M | 7.62% |
| FIDELITY COVINGTON TRUSTSML MID MLTFCT | Added | 5,565,941 | US$294.16M | 7.47% |
| FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL | Added | 6,100,216 | US$260.6M | 6.62% |
| EA SERIES TRUSTFREEDOM 100 EM | Added | 2,644,118 | US$192.76M | 4.90% |
| PIMCO ETF TRMULTISECTOR BD | Added | 7,173,455 | US$190.24M | 4.83% |
| VICTORY PORTFOLIOS IICORE PLUS BD ETF | Added | 8,164,569 | US$177.38M | 4.51% |
| FIDELITY COVINGTON TRUSTHIGH DIVID ETF | Added | 2,823,822 | US$170.25M | 4.33% |
| AMPLIFY ETF TRCWP ENHANCED DIV | Added | 3,438,086 | US$157.12M | 3.99% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 3,153,325 | US$143.44M | 3.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.