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Filers›Holding Co.›Retirement Planning Co of New England, Inc.
DOSSIER · 13F-HR · Q1 2026

Retirement Planning Co of New England, Inc.

Retirement Planning of New England's holding co. based in New York, NY — $246M in tracked AUM across 248 positions as of Q1 2026.

RP
Retirement Planning of New England·New York, NY·Holding Co.
CIK 0001817693 · last filed Mar 31, 2026
Total AUM
$246M
▼ 5.6%
vs prior
Holdings
248
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Retirement
haiku-4-5 · 248 positions indexed
Sector mix
  • Tech11%
  • Health Care12%
  • Cons. Disc.7%
  • Communications29%
  • Industrials43%
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