Retirement Planning Group
$3.2B Assets Reported
510 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 488,714 | $292M | 9.0% |
| QGRW | WISDOMTREE TR | 4,330,872 | $231M | 7.2% |
| FSMD | FIDELITY COVINGTON TRUST | 5,165,395 | $231M | 7.2% |
| DIVI | FRANKLIN TEMPLETON ETF TR | 5,659,717 | $225M | 7.0% |
| PYLD | PIMCO ETF TR | 6,463,927 | $169M | 5.2% |
| UBND | VICTORY PORTFOLIOS II | 7,358,557 | $160M | 5.0% |
| DIVO | AMPLIFY ETF TR | 3,180,704 | $143M | 4.4% |
| FDVV | FIDELITY COVINGTON TRUST | 2,532,542 | $140M | 4.3% |
| FRDM | EA SERIES TRUST | 2,549,629 | $139M | 4.3% |
| FBND | FIDELITY MERRIMACK STR TR | 2,843,873 | $130M | 4.0% |
Track Retirement Planning Group's 13F portfolio: $3.2B in reported holdings, 510 positions. Top holdings, AUM, and quarterly changes on SentiSense.