Retirement Planning Group, LLC

Comprehensive Analysis of SEC 13F Filing: Retirement Planning Group, LLC

1. Portfolio Overview

Retirement Planning Group, LLC manages a portfolio with a total value of $1.50 billion as of the report date September 30, 2025. The portfolio comprises 207 holdings, indicating a moderately diversified approach. However, the most striking feature of this filing is the significant reduction in portfolio value, which decreased by 36.1% (from $2.35 billion to $1.50 billion) compare...