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Retirement Planning Group, LLC → FRHC

Retirement Planning Group, LLC FRHC Position History

Freedom Holdings Corp. • Financial Services

Quarters held
5
Latest value
$187.9M
Q3 2026
Peak value
$192.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$106.4M
Q4 2025$123.9M
Q1 2026$139.3M
Q2 2026$192.8M
Q3 2026$187.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$187.9M2.69M——
Q2 2026$192.8M2.64M——
Q1 2026$139.3M2.55M——
Q4 2025$123.9M2.42M——
Q3 2025$106.4M2.40M——

Other funds holding FRHC

Other Retirement Planning Group, LLC positions

VGES

VANGUARD INDEX FDS

$362.3M
VGES

VANGUARD INDEX FDS

$348.6M
VGES

VANGUARD INDEX FDS

$325.3M
BTCW

WISDOMTREE TR

$316.9M
VGES

VANGUARD INDEX FDS

$306.3M
BTCW

WISDOMTREE TR

$299.8M
VGES

VANGUARD INDEX FDS

$292M
EZBC

FRANKLIN TEMPLETON ETF TR

$271.5M