Retirement Planning Co of New England, Inc.
Q3 2026 13F filing
Updated 4 days ago256 disclosed positions worth $263M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $10.2M | 44.7K | 3.88% | — |
| 2 | A APPLE INC | $10.2M | 30.6K | 3.87% | — |
| 3 | Q INVESCO QQQ TR | $8.2M | 11.1K | 3.14% | — |
| 4 | J ZEVRA THERAPEUTICS INC | $6.7M | 612.3K | 2.55% | — |
| 5 | G ALPHABET INC | $5.9M | 17.2K | 2.25% | — |
| 6 | M META PLATFORMS INC | $5.5M | 7.5K | 2.08% | — |
| 7 | A ABBVIE INC | $5.1M | 19.4K | 1.92% | — |
| 8 | M MICROSOFT CORP | $5M | 9.8K | 1.90% | — |
| 9 | A AMAZON COM INC | $4.8M | 19.4K | 1.84% | — |
| 10 | G ALPHABET INC | $4.8M | 14.0K | 1.82% | — |
| 11 | A BROADCOM INC | $4.5M | 12.8K | 1.71% | — |
| 12 | B BOEING CO | $4M | 21.7K | 1.53% | — |
| 13 | E EATON CORP PLC | $3.9M | 9.0K | 1.47% | — |
| 14 | K PROSHARES TR | $3.6M | 46.1K | 1.37% | — |
| 15 | B BLACKSTONE INC | $3.3M | 29.7K | 1.26% | — |
| 16 | ? N/A FIRST TR EXCHNG TRADED FD VI | $3.1M | 144.1K | 1.17% | — |
| 17 | V VANGUARD INDEX FDS | $2.9M | 37.1K | 1.11% | — |
| 18 | V VISA INC | $2.9M | 8.1K | 1.11% | — |
| 19 | R RTX CORPORATION | $2.7M | 14.7K | 1.04% | — |
| 20 | L ELI LILLY & CO | $2.7M | 2.3K | 1.02% | — |
| 21 | G GOLDMAN SACHS GROUP INC | $2.5M | 2.8K | 0.95% | — |
| 22 | I INTEL CORP | $2.5M | 20.5K | 0.94% | — |
| 23 | P PHILIP MORRIS INTL INC | $2.4M | 12.5K | 0.91% | — |
| 24 | V VANGUARD INDEX FDS | $2.3M | 26.1K | 0.89% | — |
| 25 | K PROSHARES TR | $2.3M | 24.3K | 0.89% | — |
| 26 | M MICRON TECHNOLOGY INC | $2.3M | 2.2K | 0.87% | — |
| 27 | B BANK OF AMER CORP | $2.3M | 41.5K | 0.86% | — |
| 28 | E KINDER MORGAN INC DEL | $2.2M | 74.5K | 0.85% | — |
| 29 | C CVS HEALTH CORP | $2.1M | 25.0K | 0.82% | — |
| 30 | Q QUALCOMM INC | $2.1M | 11.2K | 0.78% | — |
| 31 | V VANGUARD INDEX FDS | $2M | 22.6K | 0.77% | — |
| 32 | V VANGUARD WORLD FD | $1.9M | 15.5K | 0.74% | — |
| 33 | ? N/A PROSHARES TR | $1.9M | 12.1K | 0.73% | — |
| 34 | U UNITEDHEALTH GROUP INC | $1.9M | 5.1K | 0.71% | — |
| 35 | V VANGUARD INDEX FDS | $1.9M | 6.6K | 0.71% | — |
| 36 | F FREEPORT MCMORAN INC | $1.8M | 26.4K | 0.70% | — |
| 37 | F FISERV INC | $1.8M | 39.7K | 0.68% | — |
| 38 | C CHEVRON CORPORATION | $1.7M | 8.4K | 0.65% | — |
| 39 | M MORGAN STANLEY | $1.7M | 8.8K | 0.63% | — |
| 40 | C CATERPILLAR INC | $1.7M | 2.0K | 0.63% | — |
| 41 | F FIRST TR EXCHANGE TRADED FD | $1.6M | 14.0K | 0.60% | — |
| 42 | G GILEAD SCIENCES INC | $1.6M | 10.5K | 0.59% | — |
| 43 | P PHILLIPS 66 | $1.5M | 6.0K | 0.58% | — |
| 44 | J JPMORGAN CHASE & CO | $1.5M | 4.4K | 0.56% | — |
| 45 | M MERCK & CO INC | $1.5M | 10.1K | 0.56% | — |
| 46 | J JOHNSON & JOHNSON | $1.5M | 5.5K | 0.56% | — |
| 47 | E INVESCO EXCH TRADED FD TR II | $1.5M | 4.8K | 0.55% | — |
| 48 | ? N/A MANAGER DIRECTED PORTFOLIOS | $1.5M | 49.8K | 0.55% | — |
| 49 | S SPDR SERIES TRUST | $1.4M | 16.1K | 0.55% | — |
| 50 | W WELLS FARGO & CO | $1.4M | 18.0K | 0.55% | — |