What does RETIREMENT PLANNING GROUP, LLC / NY hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

RETIREMENT PLANNING GROUP, LLC / NY 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

J P MORGAN EXCHANGE TRADED F

$14M244K8.9%

INVESCO QQQ TR

$11M18K6.9%

INVESCO EXCH TRADED FD TR II

$9M79K5.9%

SCHWAB STRATEGIC TR

$6M200K4.0%

GLOBAL X FDS

$6M119K3.9%

COLUMBIA ETF TR I

$6M145K3.7%

APPLE INC

$5M21K3.4%

LEGG MASON ETF INVT

$5M128K3.3%

INVESCO EXCH TRADED FD TR II

$5M21K3.2%

SELECT SECTOR SPDR TR

$5M79K3.1%

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