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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.51 Million 0.09% of portfolio
19,127
Q2 2025 Reduced 8.34%
$0
$1.5 Million 0.09% of portfolio
11,119
Q2 2025 Reduced 16.48%
$0
$1.46 Million 0.09% of portfolio
89,754
Q4 2023 New
$0
$1.52 Million 0.09% of portfolio
30,901
Q2 2025 Reduced 33.08%
$0
$1.27 Million 0.08% of portfolio
16,780
Q2 2025 Reduced 6.61%
$0
$1.27 Million 0.08% of portfolio
11,692
Q2 2025 Added 70.84%
$0
$1.36 Million 0.08% of portfolio
27,897
Q2 2025 Added 29.24%
$0
$1.31 Million 0.08% of portfolio
5,497
Q2 2025 Reduced 3.2%
$0
$1.26 Million 0.08% of portfolio
3,577
Q4 2023 Added 23.01%
$0
$1.3 Million 0.08% of portfolio
23,837
Q2 2025 Reduced 3.7%
$0
$1.34 Million 0.08% of portfolio
18,033
Q2 2025 Added 12.14%
$0
$1.1 Million 0.07% of portfolio
7,455
Q2 2025 Added 8.85%
$0
$1.12 Million 0.07% of portfolio
2,643
Q2 2025 Added 146.09%
$0
$1.21 Million 0.07% of portfolio
14,245
Q2 2025 Reduced 28.01%
$0
$1.13 Million 0.07% of portfolio
10,323
Q2 2025 Reduced 13.89%
$0
$1.23 Million 0.07% of portfolio
7,236
Q2 2025 Reduced 0.44%
$0
$1.21 Million 0.07% of portfolio
27,034
Q2 2025 Added 17.1%
$182B
$1.07 Million 0.07% of portfolio
24,809
Q2 2025 Reduced 13.92%
$0
$1.08 Million 0.07% of portfolio
3,887
Q2 2025 Reduced 23.48%
$0
$1.13 Million 0.07% of portfolio
5,233
Q2 2025 Reduced 6.03%
$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%
$0
$1.03 Million 0.06% of portfolio
3,030
Q3 2024 Added 1.88%
$0
$922,000 0.06% of portfolio
3,713
Q2 2025 Added 53.81%
$0
$1.02 Million 0.06% of portfolio
35,483
Q2 2025 Reduced 5.78%
$0
$921,000 0.06% of portfolio
4,674
Q2 2025 Added 8.75%
$0
$1.03 Million 0.06% of portfolio
42,222
Q2 2025 Reduced 7.16%
$0
$1.02 Million 0.06% of portfolio
5,224
Q2 2025 Added 0.42%
$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%
$0
$984,000 0.06% of portfolio
30,154
Q2 2025 Reduced 36.15%
$0
$1.03 Million 0.06% of portfolio
5,657
Q2 2025 Reduced 3.56%
$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%
$0
$938,000 0.06% of portfolio
15,134
Q2 2025 Reduced 1.57%
$0
$915,000 0.06% of portfolio
9,607
Q2 2025 Reduced 5.76%
$0
$939,000 0.06% of portfolio
17,932
Q2 2025 Added 162.78%
$0
$749,000 0.05% of portfolio
4,380
Q2 2025 New
$0
$769,000 0.05% of portfolio
8,369
Q2 2025 Reduced 0.46%
$0
$881,000 0.05% of portfolio
19,932
Q2 2025 Reduced 21.76%
$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%
$0
$807,000 0.05% of portfolio
6,077
Q2 2025 Reduced 7.73%
$1.08T
$868,000 0.05% of portfolio
2,735
Q2 2025 Added 41.27%
$0
$836,000 0.05% of portfolio
22,352
Q2 2025 Reduced 0.67%

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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