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CIK: 0001508195
Total reported value
$3.9B
$3.9B
304 檔
22.8%
The Q2 2025 SEC filing reveals that Retirement Planning Group, LLC held a total portfolio value of $3.9B, covering 304 public equity positions.
In Q2 2025, Retirement Planning Group, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.29% | -0.19% | +6.02% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 8.38% | +0.45% | +12.21% | |
| 3 | DIVI | Franklin International Core | ETF-Other | 6.79% | -0.36% | +5.09% | |
| 4 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 6.27% | +0.31% | +2.11% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.39% | -0.42% | +6.42% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-Other | 4.91% | -0.46% | +6.50% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.89% | -0.43% | +1.65% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.42% | -0.01% | +9.31% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.10% | +0.58% | +1.20% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.06% | -0.38% | +6.24% | |
| 11 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 3.27% | -0.27% | +5.35% | |
| 12 | BNDI | Neos Enhanced Inc Agg Bd ETF | ETF-Other | 2.95% | -0.24% | +6.98% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.02% | -0.36% | +0.02% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.56% | -0.05% | -13.55% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.56% | +0.81% | -0.20% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | -0.09% | -11.34% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.32% | -0.09% | -20.49% | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 1.09% | -0.09% | -16.88% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.09% | +0.36% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.03% | -0.06% | -0.03% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.99% | -0.05% | -26.66% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.12% | -2.15% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.11% | -2.04% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.12% | +1.05% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | -0.08% | -32.76% | |
| 26 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.51% | +0.12% | -9.37% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | -0.05% | -6.33% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | -0.04% | +1.13% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.39% | +0.10% | +4.13% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | -2.11% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.02% | +1.84% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +2.61% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.03% | +12.50% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.78% | +26.00% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.31% | -0.03% | -18.04% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | — | +5.47% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | -0.03% | +44.12% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | -0.83% | |
| 39 | USVM | Victoryshares US Small Mid C | ETF-Other | 0.25% | -0.02% | +317.24% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.02% | +4.71% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | -0.02% | -4.52% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.22% | -0.02% | -5.83% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.22% | -0.63% | -17.56% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.20% | +0.01% | -11.02% | |
| 45 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.20% | -0.02% | -0.76% | |
| 46 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | -0.01% | -20.53% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | -0.11% | +23.63% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.10% | -8.47% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.17% | — | +11.34% | |
| 50 | TUSI | Touchstone Ultra Short Incom | ETF-Other | 0.17% | +0.18% | -2.53% |
According to official SEC Form 13F filings, Retirement Planning Group, LLC reported a total U.S. public equity portfolio value of $3.9B across 304 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QGRW, DIVI) accounted for 22.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CRWV
市值: $1.2M
Top Position Liquidated / Trimmed
SCHB
前期市值: $38.3M
During Q2 2025, Retirement Planning Group, LLC's top holdings by market value included VOO (11.3%)、QGRW (8.4%)、DIVI (6.8%). The largest single position, VOO, represented 11.3% of total portfolio value.
In Q2 2025, Retirement Planning Group, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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