New England Professional Planning Group Inc. - Portfolio Stock Holdings

New England Professional Planning Group Inc. disclosed 52 stock positions in a recent SEC 13F filing. $267,932,894 of stock holdings were filed, with the largest holdings including IVV, JIRE, and IJH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,316,426,626 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.