Retirement Planning Group, LLC
Q2 2026 13F filing
Updated 36 days ago543 disclosed positions worth $3.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $348.6M | 507.5K | 8.86% | Added(+3.9%) |
| 2 | B BTCW WISDOMTREE TR | $299.8M | 4.54M | 7.62% | Added(+4.8%) |
| 3 | ? N/A FIDELITY COVINGTON TRUST | $294.2M | 5.57M | 7.47% | Added(+7.8%) |
| 4 | E EZBC FRANKLIN TEMPLETON ETF TR | $260.6M | 6.10M | 6.62% | Added(+7.8%) |
| 5 | F FRHC EA SERIES TRUST | $192.8M | 2.64M | 4.90% | Added(+3.7%) |
| 6 | P PDI PIMCO ETF TR | $190.2M | 7.17M | 4.83% | Added(+11.0%) |
| 7 | ? N/A VICTORY PORTFOLIOS II | $177.4M | 8.16M | 4.51% | Added(+10.9%) |
| 8 | F FIS FIDELITY COVINGTON TRUST | $170.2M | 2.82M | 4.33% | Added(+11.5%) |
| 9 | A AMPY AMPLIFY ETF TR | $157.1M | 3.44M | 3.99% | Added(+8.1%) |
| 10 | F FIS FIDELITY MERRIMACK STR TR | $143.4M | 3.15M | 3.64% | Added(+10.9%) |
| 11 | ? N/A ETFIS SER TR I | $113.4M | 4.94M | 2.88% | Added(+10.6%) |
| 12 | ? N/A NEOS ETF TRUST | $106.1M | 2.26M | 2.70% | Added(+12.1%) |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $75.5M | 101.2K | 1.92% | Added(+78.6%) |
| 14 | V VGES VANGUARD INDEX FDS | $70.4M | 817.7K | 1.79% | Added(+1027.6%) |
| 15 | C COST COSTCO WHOLESALE CORPORATION | $47.6M | 50.8K | 1.21% | Added(+0.3%) |
| 16 | A AAPL APPLE INC | $46.6M | 161.0K | 1.18% | Trimmed(-0.3%) |
| 17 | V VGES VANGUARD SCOTTSDALE FDS | $45.2M | 776.2K | 1.15% | Trimmed(-20.7%) |
| 18 | Q QQQ INVESCO QQQ TR | $31.4M | 42.6K | 0.80% | Added(+12.8%) |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $30.9M | 1.07M | 0.79% | Trimmed(-1.7%) |
| 20 | V VGES VANGUARD INDEX FDS | $26.6M | 122.3K | 0.68% | Added(+1.1%) |
| 21 | V VGES VANGUARD WORLD FD | $24.5M | 150.0K | 0.62% | — |
| 22 | E ETHA INVESCO EXCH TRADED FD TR II | $22.4M | 73.9K | 0.57% | — |
| 23 | V VGES VANGUARD INDEX FDS | $22.2M | 91.5K | 0.56% | Added(+1281.3%) |
| 24 | B BX VANGUARD SPECIALIZED FUNDS | $21.9M | 92.4K | 0.56% | Trimmed(-5.6%) |
| 25 | ? N/A NEOS ETF TRUST | $21.8M | 438.6K | 0.56% | Added(+52.3%) |
| 26 | G GS-PD GOLDMAN SACHS ETF TR | $20.6M | 145.4K | 0.52% | Trimmed(-7.9%) |
| 27 | M MSFT MICROSOFT CORP | $20.1M | 53.8K | 0.51% | Trimmed(-2.1%) |
| 28 | ? N/A TOUCHSTONE ETF TRUST | $19.6M | 758.6K | 0.50% | Added(+106.9%) |
| 29 | B BTCW WISDOMTREE TR | $18.8M | 201.9K | 0.48% | Trimmed(-14.3%) |
| 30 | S STT-PG SPDR SERIES TRUST | $17.8M | 293.0K | 0.45% | Trimmed(-8.4%) |
| 31 | E ETHA ISHARES TR | $15.7M | 317.4K | 0.40% | Trimmed(-6.5%) |
| 32 | F FMN FEDERATED HERMES ETF TRUST | $15.6M | 623.4K | 0.40% | Trimmed(-27.0%) |
| 33 | A AMZN AMAZON COM INC | $15.4M | 64.5K | 0.39% | Added(+0.6%) |
| 34 | E ETHA ISHARES TR | $15M | 148.9K | 0.38% | Trimmed(-26.0%) |
| 35 | N NVDA NVIDIA CORPORATION | $14.5M | 72.5K | 0.37% | Added(+16.9%) |
| 36 | V VGES VANGUARD WORLD FD | $14.3M | 108.5K | 0.36% | Added(+1491.9%) |
| 37 | W WMT WALMART INC | $12.5M | 110.7K | 0.32% | Trimmed(-1.2%) |
| 38 | G GS-PD TOUCHSTONE ETF TRUST | $12M | 473.3K | 0.30% | Added(+202.1%) |
| 39 | S SCHW-PJ SCHWAB STRATEGIC TR | $11.8M | 349.9K | 0.30% | Trimmed(-4.7%) |
| 40 | V VGES VANGUARD BD INDEX FDS | $11.8M | 153.3K | 0.30% | Added(+87.8%) |
| 41 | V VGES VANGUARD INDEX FDS | $11.4M | 30.7K | 0.29% | Trimmed(-0.6%) |
| 42 | B BTCW WISDOMTREE TR | $10.9M | 113.9K | 0.28% | Trimmed(-1.6%) |
| 43 | I IVZ INVESCO EXCHANGE TRADED FD T | $10M | 81.5K | 0.25% | Trimmed(-10.1%) |
| 44 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $9.8M | 193.8K | 0.25% | Added(+62.9%) |
| 45 | V VGES VANGUARD TAX-MANAGED FDS | $9.6M | 134.3K | 0.24% | Added(+6.8%) |
| 46 | V VGES VANGUARD WORLD FD | $9.3M | 78.0K | 0.24% | Added(+385.3%) |
| 47 | E ETHA ISHARES TR | $9.2M | 12.3K | 0.23% | Added(+3.0%) |
| 48 | E ETHA ISHARES TR | $9.1M | 66.2K | 0.23% | Trimmed(-1.6%) |
| 49 | A AAPL SELECT SECTOR SPDR TR | $9M | 108.7K | 0.23% | Trimmed(-8.2%) |
| 50 | S SCHW-PJ SCHWAB STRATEGIC TR | $8.7M | 312.7K | 0.22% | Added(+8.6%) |