Retirement Planning Group, LLC / Ny Portfolio Holdings

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

Retirement Planning Group, LLC / Ny has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.7B, J P Morgan Exchange Traded Fd with a value of $11.3B, Invesco Exchange Traded Fd Tr with a value of $6.77B, Global X Fds Us Infrastructure with a value of $5.52B, and Global X Fdsnasdaq 100 Covered with a value of $4.62B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $114B to 134B.

Retirement Planning Group, LLC / Ny is based out at Malta, NY

Below you can find more details about Retirement Planning Group, LLC / Ny portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $97 Billion
Financial Services: $10.2 Billion
Technology: $8.47 Billion
Industrials: $3.81 Billion
Healthcare: $3.18 Billion
Consumer Cyclical: $2.44 Billion
Energy: $2.06 Billion
Communication Services: $1.9 Billion
Other: $1.78 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Billion 8.75% of portfolio
19,469
Q3 2025 Added 1.53%
$0
$11.3 Billion 8.42% of portfolio
197,083
Q3 2025 Added 14.27%
$0
$6.77 Billion 5.06% of portfolio
61,184
Q3 2025 Added 7.5%
$0
$5.52 Billion 4.13% of portfolio
115,849
Q3 2025 Added 0.67%
$0
$4.62 Billion 3.45% of portfolio
271,381
Q3 2025 Added 2.47%
$0
$4.35 Billion 3.25% of portfolio
270,699
Q3 2025 Reduced 3.26%
$0
$4.21 Billion 3.15% of portfolio
104,293
Q3 2025 Added 15.83%
$0
$4.14 Billion 3.1% of portfolio
65,840
Q3 2025 Reduced 3.33%
$0
$4.1 Billion 3.07% of portfolio
76,153
Q3 2025 Reduced 0.84%
$0
$4.04 Billion 3.02% of portfolio
87,006
Q3 2025 Added 5.3%
$0
$4.03 Billion 3.01% of portfolio
115,865
Q3 2025 Added 3.71%
$0
$3.88 Billion 2.9% of portfolio
193,716
Q3 2025 Added 0.35%
$0
$3.79 Billion 2.83% of portfolio
15,322
Q3 2025 Added 31.38%
$0
$3.76 Billion 2.82% of portfolio
42,135
Q3 2025 Added 1.57%
$328B
$3.36 Billion 2.52% of portfolio
11,166
Q3 2025 Added 0.09%
$465B
$3.05 Billion 2.28% of portfolio
16,367
Q3 2025 Added 190.71%
$4.3T
$2.89 Billion 2.17% of portfolio
11,369
Q3 2025 Added 11.0%
$0
$2.68 Billion 2.0% of portfolio
55,930
Q3 2025 Reduced 0.51%
$0
$2.41 Billion 1.8% of portfolio
7,965
Q3 2025 Reduced 3.45%
$0
$2.03 Billion 1.52% of portfolio
51,325
Q3 2025 Added 7.04%
$0
$1.93 Billion 1.44% of portfolio
33,576
Q3 2025 Added 214.29%
$0
$1.81 Billion 1.36% of portfolio
32,862
Q3 2025 Reduced 5.6%
Ge Vernova Inc
-
$1.77 Billion 1.32% of portfolio
-
Q3 2025 Added 0.03%
$0
$1.68 Billion 1.26% of portfolio
8,629
Q3 2025 Added 0.17%
$3.78T
$1.56 Billion 1.17% of portfolio
3,012
Q3 2025 Added 24.72%
$367B
$1.34 Billion 1.0% of portfolio
3,302
Q3 2025 Added 3.32%
$0
$1.32 Billion 0.99% of portfolio
21,915
Q3 2025 Reduced 2.78%
$490B
$1.32 Billion 0.98% of portfolio
11,673
Q3 2025 Added 2.78%
$0
$1.22 Billion 0.92% of portfolio
1,830
Q3 2025 Added 4.51%
$0
$1.03 Billion 0.77% of portfolio
9,089
Q3 2025 Added 0.7%
$414B
$945 Million 0.71% of portfolio
4,082
Q3 2025 Added 0.15%
$0
$885 Million 0.66% of portfolio
27,727
Q3 2025 Added 10.63%
$0
$846 Million 0.63% of portfolio
1,377
Q3 2025 Added 19.32%
$181B
$734 Million 0.55% of portfolio
25,988
Q3 2025 Reduced 0.54%
$881B
$715 Million 0.53% of portfolio
2,266
Q3 2025 Added 0.35%
$0
$678 Million 0.51% of portfolio
15,233
Q3 2025 Reduced 2.91%
$172B
$636 Million 0.48% of portfolio
14,476
Q3 2025 Added 9.95%
$0
$646 Million 0.48% of portfolio
2,907
Q3 2025 Added 9.04%
$971B
$608 Million 0.46% of portfolio
797
Q3 2025 Added 11.62%
$279B
$613 Million 0.46% of portfolio
5,949
Q3 2025 Added 6.31%
$2.39T
$584 Million 0.44% of portfolio
2,660
Q3 2025 New
$300B
$573 Million 0.43% of portfolio
1,660
Q3 2025 Added 113.37%
$0
$578 Million 0.43% of portfolio
11,970
Q3 2025 Added 2.85%
$413B
$566 Million 0.42% of portfolio
10,967
Q3 2025 Added 0.31%
$0
$553 Million 0.41% of portfolio
2,638
Q3 2025 Added 29.57%
$0
$533 Million 0.4% of portfolio
9,272
Q3 2025 New
$0
$508 Million 0.38% of portfolio
17,437
Q3 2025 Added 49.37%
$0
$509 Million 0.38% of portfolio
762
Q3 2025 Added 6.28%
$0
$471 Million 0.35% of portfolio
12,958
Q3 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $134 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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