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 Market Cap. of $10 Billions to $200 Billions
