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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5B
$966,000 0.05% of portfolio
5,329
Q2 2025 Added 0.17%
$3.1B
$722,000 0.04% of portfolio
29,109
Q3 2025 Reduced 11.02%
$2.01B
$641,000 0.03% of portfolio
11,993
Q3 2025 Added 0.33%
$3.24B
$393,000 0.02% of portfolio
6,848
Q1 2025 New
$9.75B
$356,000 0.02% of portfolio
1,629
Q3 2025 New
$3.63B
$370,000 0.02% of portfolio
14,509
Q3 2023 Added 13.03%
$9.6B
$244,000 0.01% of portfolio
936
Q3 2025 New
$9.78B
$270,000 0.01% of portfolio
6,023
Q3 2025 Reduced 1.44%
$4.32B
$241,000 0.01% of portfolio
3,720
Q3 2025 New
$6.2B
$210,000 0.01% of portfolio
1,949
Q3 2025 New
$8.26B
$262,000 0.01% of portfolio
1,390
Q3 2025 New
$8.77B
$232,000 0.01% of portfolio
2,552
Q3 2025 New

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
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