Retirement Planning Group, LLC - Portfolio Stock Holdings
Retirement Planning Group, LLC disclosed 554 stock positions in a recent SEC 13F filing. $3,930,215,499 of stock holdings were filed, with the largest holdings including VOO, QGRW, and FSMD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $375,390,000 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
554Est. Stock Holding Value:
$3,930,215,499Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Retirement Planning Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Retirement Planning Group, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...