Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025

Retirement Planning Group has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.64 Billion distributed in 304 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 $265M, Fidelity Covington Tr Small Mi with a value of $147M, Amplify ETF Tr Amplify Cwp Enh with a value of $115M, Fidelity High Dividend ETF with a value of $104M, and Ea Ser Tr Freedom 100 Emerging with a value of $96.4M.

Examining the 13F form we can see an increase of $125M in the current position value, from $1.51B to 1.64B.

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

Portfolio value $1.64 Billion
ETFs: $1.46 Billion
Technology: $59.2 Million
Consumer Defensive: $57.9 Million
Financial Services: $19.2 Million
Consumer Cyclical: $11.4 Million
Communication Services: $11.1 Million
Energy: $4.21 Million
Healthcare: $3.71 Million
Other: $6.81 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439B
$47.4 Million 2.9% of portfolio
47,923
Q2 2025 Added 0.02%
$3.69T
$25.7 Million 1.57% of portfolio
125,090
Q2 2025 Added 0.36%
$3.95T
$13.8 Million 0.84% of portfolio
27,656
Q2 2025 Added 1.05%
$456B
$8.03 Million 0.49% of portfolio
50,809
Q2 2025 Added 12.5%
$2.26T
$5.87 Million 0.36% of portfolio
26,741
Q2 2025 Added 4.71%
$621B
$3.84 Million 0.23% of portfolio
7,897
Q2 2025 Added 3.49%
$281B
$3.28 Million 0.2% of portfolio
33,535
Q2 2025 Added 4.59%
$367B
$3.22 Million 0.2% of portfolio
23,635
Q2 2025 Reduced 11.79%
$182B
$3.03 Million 0.19% of portfolio
5,746
Q2 2025 Added 0.07%
$545B
$2.53 Million 0.15% of portfolio
1,890
Q2 2025 Added 2.66%
$1.24T
$2.42 Million 0.15% of portfolio
13,636
Q2 2025 Added 4.35%
$1.21T
$2.35 Million 0.14% of portfolio
13,331
Q2 2025 Added 2.55%
$859B
$2.22 Million 0.14% of portfolio
7,663
Q2 2025 Added 8.59%
$442B
$2.03 Million 0.12% of portfolio
18,844
Q2 2025 Reduced 2.89%
$405B
$1.87 Million 0.11% of portfolio
5,089
Q2 2025 Added 9.46%
$0
$1.72 Million 0.11% of portfolio
115,420
Q2 2025 Added 30.97%
$93.6B
$1.76 Million 0.11% of portfolio
3,454
Q2 2025 Added 1.11%
$551B
$1.6 Million 0.1% of portfolio
4,497
Q2 2025 Added 36.31%
$1.78T
$1.42 Million 0.09% of portfolio
1,923
Q2 2025 Added 8.83%
$16.7B
$1.54 Million 0.09% of portfolio
22,329
Q2 2025 Added 6.07%
$0
$1.46 Million 0.09% of portfolio
89,754
Q4 2023 New
$182B
$1.07 Million 0.07% of portfolio
24,809
Q2 2025 Reduced 13.92%
$118B
$1.07 Million 0.07% of portfolio
18,196
Q2 2025 Added 7.26%
$127B
$1.1 Million 0.07% of portfolio
3,973
Q2 2025 Added 3.52%
$108B
$1.17 Million 0.07% of portfolio
12,715
Q2 2025 Added 1.82%
$210B
$1.07 Million 0.07% of portfolio
3,644
Q2 2025 Reduced 1.46%
$11.3B
$1.05 Million 0.06% of portfolio
5,925
Q2 2025 Reduced 1.25%
$5B
$920,000 0.06% of portfolio
5,329
Q2 2025 Added 0.17%
$306B
$907,000 0.06% of portfolio
12,820
Q2 2025 Added 3.45%
$33.1B
$906,000 0.06% of portfolio
11,108
Q2 2025 Reduced 1.46%
$113B
$819,000 0.05% of portfolio
1,770
Q2 2025 Added 54.72%
$179B
$892,000 0.05% of portfolio
9,780
Q2 2025 Added 2.72%
$293B
$854,000 0.05% of portfolio
12,322
Q2 2025 Added 0.45%
$452B
$894,000 0.05% of portfolio
5,855
Q2 2025 Reduced 3.35%
$1.08T
$868,000 0.05% of portfolio
2,735
Q2 2025 Added 41.27%
$152B
$768,000 0.05% of portfolio
2,752
Q2 2025 Added 1.44%
$684B
$806,000 0.05% of portfolio
3,689
Q2 2025 Added 8.53%
$3.14B
$816,000 0.05% of portfolio
32,713
Q2 2025 Added 0.01%
$282B
$585,000 0.04% of portfolio
4,129
Q2 2025 Reduced 6.56%
$173B
$613,000 0.04% of portfolio
3,854
Q2 2025 Added 85.82%
$67.2B
$688,000 0.04% of portfolio
12,460
Q2 2025 Reduced 4.21%
$227B
$579,000 0.04% of portfolio
1,817
Q2 2025 Added 10.25%
$2.43B
$615,000 0.04% of portfolio
11,953
Q2 2025 Added 0.35%
$351B
$574,000 0.04% of portfolio
3,094
Q2 2025 Added 1.48%
$61.9B
$576,000 0.04% of portfolio
5,454
Q2 2025 Reduced 2.42%
$368B
$697,000 0.04% of portfolio
4,379
Q2 2025 Reduced 1.08%
$207B
$661,000 0.04% of portfolio
5,335
Q2 2025 Added 1.23%
$102B
$475,000 0.03% of portfolio
5,176
Q2 2025 Reduced 0.61%
$807M
$463,000 0.03% of portfolio
53,606
Q2 2025 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $1.64 Billion
  • Prior Value $1.51 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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