Retirement Planning Group
$3.9B 13F equity value
556 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Retirement Planning Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 507,533 | $349M | 8.9% |
| QGRW | WISDOMTREE TR | 4,540,625 | $300M | 7.6% |
| FSMD | FIDELITY COVINGTON TRUST | 5,565,941 | $294M | 7.5% |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6,100,216 | $261M | 6.6% |
| FRDM | EA SERIES TRUST | 2,644,118 | $193M | 4.9% |
| PYLD | PIMCO ETF TR | 7,173,455 | $190M | 4.8% |
| UBND | VICTORY PORTFOLIOS II | 8,164,569 | $177M | 4.5% |
| FDVV | FIDELITY COVINGTON TRUST | 2,823,822 | $170M | 4.3% |
| DIVO | AMPLIFY ETF TR | 3,438,086 | $157M | 4.0% |
| FBND | FIDELITY MERRIMACK STR TR | 3,153,325 | $143M | 3.6% |
Track Retirement Planning Group's 13F portfolio: $3.9B in reported holdings, 556 positions. Top holdings and quarterly changes on SentiSense.
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