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CIK: 0001508195
Total reported value
$3.9B
$3.9B
481 檔
29.2%
During the Q1 2026 filing period, Retirement Planning Group, LLC (CIK: 0001508195) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 481 reported positions.
In Q1 2026, Retirement Planning Group, LLC displayed an active expansion posture, initiating 59 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.05% | -0.19% | -5.79% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 7.17% | +0.45% | +2.77% | |
| 3 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 7.16% | +0.31% | +28.47% | |
| 4 | DIVI | Franklin International Core | ETF-Other | 6.98% | -0.36% | +14.01% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.25% | -0.42% | +12.06% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-Other | 4.97% | -0.46% | +13.12% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.42% | -0.43% | +9.93% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.33% | -0.01% | +9.41% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.32% | +0.58% | +5.52% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.02% | -0.38% | +14.20% | |
| 11 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 3.15% | -0.27% | +13.89% | |
| 12 | BNDI | Neos Enhanced Inc Agg Bd ETF | ETF-Other | 2.94% | -0.24% | +14.82% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.78% | -0.63% | -18.54% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.36% | +1.22% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.27% | -0.09% | -10.51% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.78% | -2.99% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | +0.81% | -2.05% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | -0.05% | -8.02% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.06% | +5.40% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.12% | -8.38% | |
| 21 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.67% | -0.26% | -13.76% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.09% | -11.14% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.12% | -6.94% | |
| 24 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.63% | -0.15% | -4.60% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.63% | -0.25% | -5.10% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.61% | -0.09% | -10.66% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.11% | -1.23% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 0.49% | -0.09% | -12.33% | |
| 29 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.44% | +0.12% | +17.60% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.11% | -6.40% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.02% | +24.07% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | -0.11% | +3.20% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.03% | -6.81% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | -0.03% | +70.54% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.31% | -0.04% | -0.50% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.02% | +0.64% | |
| 37 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.30% | -0.05% | -22.38% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.30% | -0.07% | -3.83% | |
| 39 | TSEC | Touchstone Securitized Inc | ETF-Other | 0.29% | +0.21% | +367.34% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.28% | -0.10% | +10.08% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | -0.01% | -2.31% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +8.04% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | -6.17% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.23% | -0.08% | +7.47% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | -2.13% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | -0.05% | -12.94% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.07% | +12.32% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | -0.03% | -5.94% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.20% | +0.10% | +2.49% | |
| 50 | GMUB | Gs Municipal Income ETF | ETF-Other | 0.19% | — | +37.91% |
According to official SEC Form 13F filings, Retirement Planning Group, LLC reported a total U.S. public equity portfolio value of $3.9B across 481 disclosed positions in Q1 2026.
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, FSMD) accounted for 29.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GPIX
市值: $4.0M
Top Position Liquidated / Trimmed
QYLD
前期市值: $1.1M
During Q1 2026, Retirement Planning Group, LLC's top holdings by market value included VOO (9.1%)、QGRW (7.2%)、FSMD (7.2%). The largest single position, VOO, represented 9.1% of total portfolio value.
In Q1 2026, Retirement Planning Group, LLC made 199 total portfolio adjustments, initiating 59 new buys, adding to 70 positions, trimming 62 holdings, and fully liquidating 8 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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