Retirement Planning Group, LLC
Q3 2026 13F filing
Updated 17 days ago532 disclosed positions worth $4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $362.3M | 516.9K | 9.03% | Added(+1.9%) |
| 2 | B WISDOMTREE TR | $316.9M | 4.61M | 7.90% | Added(+1.6%) |
| 3 | ? N/A FIDELITY COVINGTON TRUST | $283.5M | 5.76M | 7.06% | Added(+3.6%) |
| 4 | E FRANKLIN TEMPLETON ETF TR | $271.5M | 6.36M | 6.77% | Added(+4.3%) |
| 5 | P PIMCO ETF TR | $193.9M | 7.64M | 4.83% | Added(+6.5%) |
| 6 | F EA SERIES TRUST | $187.9M | 2.69M | 4.68% | Added(+1.6%) |
| 7 | ? N/A VICTORY PORTFOLIOS II | $183.6M | 8.89M | 4.58% | Added(+8.9%) |
| 8 | F FIDELITY COVINGTON TRUST | $176.8M | 2.91M | 4.41% | Added(+3.1%) |
| 9 | A AMPLIFY ETF TR | $166.6M | 3.58M | 4.15% | Added(+4.3%) |
| 10 | F FIDELITY MERRIMACK STR TR | $143.7M | 3.32M | 3.58% | Added(+5.2%) |
| 11 | ? N/A ETFIS SER TR I | $116.8M | 5.29M | 2.91% | Added(+7.1%) |
| 12 | ? N/A NEOS ETF TRUST | $106.6M | 2.38M | 2.66% | Added(+5.3%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $73.7M | 96.6K | 1.84% | Trimmed(-4.5%) |
| 14 | V VANGUARD INDEX FDS | $73.4M | 814.4K | 1.83% | Trimmed(-0.4%) |
| 15 | A APPLE INC | $56.1M | 1.06M | 1.40% | Added(+556.2%) |
| 16 | C COSTCO WHOLESALE CORPORATION | $46.5M | 51.1K | 1.16% | Added(+0.5%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $37.5M | 652.0K | 0.94% | Trimmed(-16.0%) |
| 18 | S SCHWAB STRATEGIC TR | $31.1M | 1.06M | 0.78% | Trimmed(-0.6%) |
| 19 | Q INVESCO QQQ TR | $29.8M | 40.3K | 0.74% | Trimmed(-5.6%) |
| 20 | V VANGUARD INDEX FDS | $27M | 125.0K | 0.67% | Added(+2.3%) |
| 21 | M MICROSOFT CORP | $26.3M | 51.3K | 0.66% | Trimmed(-4.8%) |
| 22 | G GENERAL DYNAMICS CORP | $26.2M | 78.8K | 0.65% | Added(+3203.3%) |
| 23 | ? N/A NEOS ETF TRUST | $25.7M | 517.0K | 0.64% | Added(+17.9%) |
| 24 | V VANGUARD WORLD FD | $23.5M | 146.1K | 0.59% | Trimmed(-2.6%) |
| 25 | ? N/A TOUCHSTONE ETF TRUST | $22.8M | 907.6K | 0.57% | Added(+19.7%) |
| 26 | E INVESCO EXCH TRADED FD TR II | $21.8M | 71.7K | 0.54% | Trimmed(-2.9%) |
| 27 | B VANGUARD SPECIALIZED FUNDS | $21.2M | 90.7K | 0.53% | Trimmed(-1.9%) |
| 28 | V VANGUARD INDEX FDS | $20.8M | 89.9K | 0.52% | Trimmed(-1.7%) |
| 29 | G GOLDMAN SACHS ETF TR | $20.5M | 141.6K | 0.51% | Trimmed(-2.6%) |
| 30 | S SPDR SERIES TRUST | $17.8M | 290.8K | 0.44% | Trimmed(-0.8%) |
| 31 | B WISDOMTREE TR | $15.9M | 170.4K | 0.40% | Trimmed(-15.6%) |
| 32 | A AMAZON COM INC | $15.7M | 63.0K | 0.39% | Trimmed(-2.3%) |
| 33 | E ISHARES TR | $15.5M | 313.0K | 0.39% | Trimmed(-1.4%) |
| 34 | N NVIDIA CORPORATION | $14.9M | 65.4K | 0.37% | Trimmed(-9.9%) |
| 35 | G TOUCHSTONE ETF TRUST | $14.8M | 587.0K | 0.37% | Added(+24.0%) |
| 36 | V VANGUARD WORLD FD | $14.3M | 113.8K | 0.36% | Added(+46.0%) |
| 37 | V VANGUARD WORLD FD | $14.2M | 109.0K | 0.35% | Added(+0.4%) |
| 38 | S SCHWAB STRATEGIC TR | $12.8M | 355.3K | 0.32% | Added(+1.5%) |
| 39 | F FEDERATED HERMES ETF TRUST | $12.5M | 522.4K | 0.31% | Trimmed(-16.2%) |
| 40 | V VANGUARD BD INDEX FDS | $12M | 164.5K | 0.30% | Added(+7.3%) |
| 41 | E ISHARES TR | $12M | 118.9K | 0.30% | Trimmed(-20.1%) |
| 42 | V VANGUARD INDEX FDS | $11.8M | 31.6K | 0.29% | Added(+2.8%) |
| 43 | W WALMART INC | $10.8M | 104.2K | 0.27% | Trimmed(-5.8%) |
| 44 | P PIMCO ETF TR | $10.7M | 122.6K | 0.27% | Added(+31.7%) |
| 45 | B WISDOMTREE TR | $10.6M | 108.6K | 0.26% | Trimmed(-4.6%) |
| 46 | ? N/A HARTFORD FDS EXCHANGE TRADED | $10M | 299.1K | 0.25% | Added(+70.9%) |
| 47 | V VANGUARD TAX-MANAGED FDS | $9.8M | 138.2K | 0.24% | Added(+2.9%) |
| 48 | E ISHARES TR | $9.4M | 66.3K | 0.23% | Added(+0.1%) |
| 49 | I INVESCO EXCHANGE TRADED FD T | $9.4M | 79.2K | 0.23% | Trimmed(-2.8%) |
| 50 | E ISHARES TR | $9.3M | 12.2K | 0.23% | Trimmed(-1.0%) |