DOSSIER · 13F-HR · Q2 2026
New England Professional Planning Group Inc.
$268M in tracked AUM across 50 positions as of Q2 2026.
NE
CIK 0001540867 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: New England Professional Planning Group Inc.
1. Portfolio Overview
New England Professional Planning Group Inc. has reported a significant expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 277.1%, rising from $63.27M to $238.61M. This dramatic increase is not merely a function of market appreciation but indicates a substantial influx of new capital or a major consolidation of a...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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