RETIREMENT PLANNING GROUP, LLC / NY: 13F holdings
CIK 20570042026Q2
| Positions | 108 |
|---|
| Reported value | $183.5m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 108 (+14 vs prior quarter) |
|---|
| Reported value | $183.5m (+18.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JEPI J P MORGAN EXCHANGE TRADED F | 267,107 | $15.1m | 8.2% |
| QQQ INVESCO QQQ TR | 17,930 | $13.2m | 7.2% |
| RWL INVESCO EXCH TRADED FD TR II | 86,318 | $11.0m | 6.0% |
| SCHD SCHWAB STRATEGIC TR | 239,184 | $7.6m | 4.1% |
| RECS COLUMBIA ETF TR I | 171,662 | $7.4m | 4.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 23,707 | $7.2m | 3.9% |
| PAVE GLOBAL X FDS | 120,474 | $7.1m | 3.9% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 106,324 | $6.5m | 3.6% |
| AAPL APPLE INC | 21,675 | $6.3m | 3.4% |
| LVHI LEGG MASON ETF INVT | 136,096 | $5.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057004")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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