DOSSIER · 13F-HR · Q1 2026

Retirement Planning Co of New England, Inc.

$246M in tracked AUM across 248 positions as of Q1 2026.

RP
CIK 0001817693 · last filed Mar 31, 2026
Total AUM
$246M
as of Q1 2026
Holdings
248
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Retirement Planning Co of New England, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$9M53K3.7%
02
AAPL
APPLE INC
$9M35K3.6%
03
QQQ
INVESCO QQQ TR
$7M12K2.8%
04
ZVRA
ZEVRA THERAPEUTICS INC
$6M651K2.5%
05
GOOGL
ALPHABET INC
$5M19K2.2%
06
AVGO
BROADCOM INC
$5M15K1.9%
07
GOOG
ALPHABET INC
$5M16K1.8%
08
ABBV
ABBVIE INC
$4M20K1.8%
09
AMZN
AMAZON COM INC
$4M21K1.8%
10
META
META PLATFORMS INC
$4M7K1.7%

Filing history

2026Q1Mar 31
$246M 1.4%
248 positionsView →
2025Q4Dec 31
$249M 0.3%
245 positionsView →
2025Q3Sep 30
$249M 10.7%
246 positionsView →
2025Q2Jun 30
$225M 40.9%
233 positionsLocked
2025Q1Mar 31
$380M 84.4%
224 positionsLocked
2024Q4Dec 31
$206M 2.6%
230 positionsLocked
2024Q3Sep 30
$201M 9.3%
230 positionsLocked
2024Q2Jun 30
$184M 0.7%
213 positionsLocked
2024Q1Mar 31
$182M 17.8%
221 positionsLocked
2023Q4Dec 31
$222M 23.6%
232 positionsLocked
2023Q3Sep 30
$180M 3.5%
204 positionsLocked
2023Q2Jun 30
$173M 5.3%
225 positionsLocked
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