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 Market Cap. of $200 Billions or more
