Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

Retirement Planning Group has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.04 Billion distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $306M, Fidelity Covington Tr Small Mi with a value of $167M, Amplify ETF Tr Amplify Cwp Enh with a value of $123M, Fidelity High Dividend ETF with a value of $123M, and Ea Ser Tr Freedom 100 Emerging with a value of $106M.

Examining the 13F form we can see an increase of $402M in the current position value, from $1.64B to 2.04B.

Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.

Portfolio value $2.04 Billion
ETFs: $1.74 Billion
Technology: $103 Million
Consumer Defensive: $75 Million
Financial Services: $27.3 Million
Consumer Cyclical: $24.9 Million
Industrials: $17.7 Million
Communication Services: $17.6 Million
Healthcare: $13.4 Million
Other: $19.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$306 Million 15.03% of portfolio
500,243
Q3 2025 Added 7.07%
$0
$167 Million 8.22% of portfolio
3,803,734
Q3 2025 Added 7.1%
$0
$123 Million 6.06% of portfolio
2,770,409
Q3 2025 Added 2.45%
$0
$123 Million 6.01% of portfolio
2,199,223
Q3 2025 Added 10.09%
$0
$106 Million 5.22% of portfolio
2,400,679
Q3 2025 Added 0.58%
$0
$106 Million 5.2% of portfolio
2,290,307
Q3 2025 Added 9.72%
$0
$84.4 Million 4.14% of portfolio
3,655,372
Q3 2025 Added 8.68%
$0
$67.3 Million 3.3% of portfolio
1,143,299
Q3 2025 Added 1,216.25%
$404B
$46.2 Million 2.27% of portfolio
49,883
Q3 2025 Added 4.09%
$4.3T
$46.1 Million 2.26% of portfolio
180,891
Q3 2025 Added 44.61%
$0
$40.2 Million 1.97% of portfolio
83,799
Q3 2025 Added 0.44%
$0
$36.1 Million 1.77% of portfolio
54,249
Q3 2025 Added 362.52%
$0
$31.8 Million 1.56% of portfolio
1,236,924
Q3 2025 Reduced 19.53%
$3.78T
$29.3 Million 1.44% of portfolio
56,531
Q3 2025 Added 104.41%
$0
$26.1 Million 1.28% of portfolio
140,140
Q3 2025 Added 1.91%
$0
$26 Million 1.27% of portfolio
43,237
Q3 2025 Added 12.22%
$0
$21.8 Million 1.07% of portfolio
119,483
Q3 2025 Reduced 26.03%
$0
$19.5 Million 0.96% of portfolio
232,026
Q3 2025 Added 8,896.74%
$0
$18.6 Million 0.91% of portfolio
336,095
Q3 2025 Reduced 2.85%
$0
$18.6 Million 0.91% of portfolio
184,490
Q3 2025 Added 2,117.43%
$0
$18.1 Million 0.89% of portfolio
409,501
Q3 2025 Reduced 31.05%
$0
$14.1 Million 0.69% of portfolio
124,262
Q3 2025 Reduced 42.31%
$279B
$11.6 Million 0.57% of portfolio
112,768
Q3 2025 Added 236.27%
$2.39T
$11.1 Million 0.54% of portfolio
50,326
Q3 2025 Added 88.2%
$0
$10.6 Million 0.52% of portfolio
118,852
Q3 2025 Added 0.15%
$0
$10.1 Million 0.5% of portfolio
30,856
Q3 2025 Added 2.53%
$465B
$10 Million 0.49% of portfolio
53,810
Q3 2025 Added 5.91%
$0
$9.12 Million 0.45% of portfolio
116,811
Q3 2025 Reduced 2.66%
$0
$9.07 Million 0.45% of portfolio
119,311
Q3 2025 Added 273.45%
$0
$9.25 Million 0.45% of portfolio
154,297
Q3 2025 Reduced 4.76%
$0
$9 Million 0.44% of portfolio
74,562
Q3 2025 Reduced 0.41%
$0
$8.76 Million 0.43% of portfolio
117,798
Q3 2025 Reduced 17.92%
$0
$7.35 Million 0.36% of portfolio
9,844
Q3 2025 Added 53.84%
$0
$7.4 Million 0.36% of portfolio
11,051
Q3 2025 Added 4.52%
$0
$6.94 Million 0.34% of portfolio
217,594
Q3 2025 Reduced 4.08%
$0
$7.01 Million 0.34% of portfolio
301,205
Q3 2025 Reduced 0.69%
$130B
$6.76 Million 0.33% of portfolio
19,030
Q3 2025 Added 39.39%
$0
$6.69 Million 0.33% of portfolio
31,941
Q3 2025 New
$0
$6.6 Million 0.32% of portfolio
114,804
Q3 2025 Reduced 52.06%
$0
$6.23 Million 0.31% of portfolio
215,671
Q3 2025 Reduced 13.48%
$0
$5.95 Million 0.29% of portfolio
24,830
Q3 2025 Added 3.43%
$0
$5.72 Million 0.28% of portfolio
19,463
Q3 2025 Reduced 0.48%
$0
$5.73 Million 0.28% of portfolio
63,312
Q3 2025 Reduced 10.51%
$0
$5.41 Million 0.27% of portfolio
113,557
Q3 2025 New
$237B
$5.46 Million 0.27% of portfolio
33,683
Q3 2025 Added 229.87%
$367B
$5.05 Million 0.25% of portfolio
12,451
Q3 2025 Added 144.66%
$0
$4.98 Million 0.24% of portfolio
81,374
Q3 2025 Reduced 1.17%
$0
$4.98 Million 0.24% of portfolio
73,819
Q3 2025 Reduced 2.01%
$0
$4.71 Million 0.23% of portfolio
91,210
Q3 2025 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $2.04 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 113 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email