Retirement Planning Group, LLC: 13F holdings
CIK 15081952026Q2
| Positions | 541 |
|---|
| Reported value | $3.9bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 541 (+60 vs prior quarter) |
|---|
| Reported value | $3.9bn (+22.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 507,533 | $348.6m | 8.9% |
| QGRW WISDOMTREE TR | 4,540,625 | $299.8m | 7.6% |
| FSMD FIDELITY COVINGTON TRUST | 5,565,941 | $294.2m | 7.5% |
| DIVI FRANKLIN TEMPLETON ETF TR | 6,100,216 | $260.6m | 6.6% |
| FRDM EA SERIES TRUST | 2,644,118 | $192.8m | 4.9% |
| PYLD PIMCO ETF TR | 7,173,455 | $190.2m | 4.8% |
| UBND VICTORY PORTFOLIOS II | 8,164,569 | $177.4m | 4.5% |
| FDVV FIDELITY COVINGTON TRUST | 2,823,822 | $170.2m | 4.3% |
| DIVO AMPLIFY ETF TR | 3,438,086 | $157.1m | 4.0% |
| FBND FIDELITY MERRIMACK STR TR | 3,153,325 | $143.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1508195")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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