DOSSIER · 13F-HR · Q3 2026

Retirement Planning Co of New England, Inc.

$263M in tracked AUM across 256 positions as of Q3 2026.

RP
CIK 0001817693 · last filed Sep 30, 2026
Total AUM
$263M
as of Q3 2026
Holdings
256
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Retirement Planning Co of New England, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$10M45K3.9%
02
AAPL
APPLE INC
$10M31K3.9%
03
QQQ
INVESCO QQQ TR
$8M11K3.1%
04
ZVRA
ZEVRA THERAPEUTICS INC
$7M612K2.6%
05
GOOGL
ALPHABET INC
$6M17K2.2%
06
META
META PLATFORMS INC
$5M8K2.1%
07
ABBV
ABBVIE INC
$5M19K1.9%
08
MSFT
MICROSOFT CORP
$5M10K1.9%
09
AMZN
AMAZON COM INC
$5M19K1.8%
10
GOOG
ALPHABET INC
$5M14K1.8%

Filing history

2026Q3Sep 30
$263M▼ 5.3%
256 positionsView →
2026Q2Jun 30
$278M▲ 13.0%
260 positionsView →
2026Q1Mar 31
$246M▼ 1.4%
248 positionsView →
2025Q4Dec 31
$249M▲ 0.3%
245 positionsView →
2025Q3Sep 30
$249M▲ 10.7%
246 positionsLocked
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
Showing 12 of 20