DOSSIER · 13F-HR · Q2 2026

RETIREMENT PLANNING GROUP, LLC / NY

$184M in tracked AUM across 108 positions as of Q2 2026.

RP
CIK 0002057004 · last filed Jun 30, 2026
Total AUM
$184M
as of Q2 2026
Holdings
108
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

RETIREMENT PLANNING GROUP, LLC / NY filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
JEPI
J P MORGAN EXCHANGE TRADED F
$15M267K8.2%
02
QQQ
INVESCO QQQ TR
$13M18K7.2%
03
RWL
INVESCO EXCH TRADED FD TR II
$11M86K6.0%
04
SCHD
SCHWAB STRATEGIC TR
$8M239K4.1%
05
RECS
COLUMBIA ETF TR I
$7M172K4.0%
06
QQQM
INVESCO EXCH TRADED FD TR II
$7M24K3.9%
07
PAVE
GLOBAL X FDS
$7M120K3.9%
08
JEPQ
J P MORGAN EXCHANGE TRADED F
$7M106K3.6%
09
AAPL
APPLE INC
$6M22K3.4%
10
LVHI
LEGG MASON ETF INVT
$6M136K3.0%

Filing history

2026Q2Jun 30
$184M 18.3%
108 positionsView →
2026Q1Mar 31
$155M 5.9%
94 positionsView →
2025Q4Dec 31
$147M 57.4%
87 positionsView →
2025Q3Sep 30
$93M 18.1%
52 positionsView →
2025Q2Jun 30
$114M 15.8%
77 positionsLocked
2025Q1Mar 31
$98M 8.2%
70 positionsLocked
2024Q4Dec 31
$91M
65 positionsLocked