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.
