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 ETFs Only

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
$4.21 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
$3.79 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%
$0
$2.99 Billion 2.24% of portfolio
109,563
Q3 2025 Added 40.19%
$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
$1.81 Billion 1.36% of portfolio
32,862
Q3 2025 Reduced 5.6%
$0
$1.68 Billion 1.26% of portfolio
8,629
Q3 2025 Added 0.17%
$0
$1.32 Billion 0.99% of portfolio
21,915
Q3 2025 Reduced 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%
$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%
$0
$678 Million 0.51% of portfolio
15,233
Q3 2025 Reduced 2.91%
$0
$646 Million 0.48% of portfolio
2,907
Q3 2025 Added 9.04%
$0
$578 Million 0.43% of portfolio
11,970
Q3 2025 Added 2.85%
$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%
$0
$458 Million 0.34% of portfolio
6,692
Q3 2025 Reduced 0.89%
$0
$380 Million 0.28% of portfolio
1,155
Q3 2025 New
$0
$339 Million 0.25% of portfolio
2,408
Q3 2025 Added 23.55%
$0
$315 Million 0.24% of portfolio
17,818
Q3 2025 New
$0
$324 Million 0.24% of portfolio
4,538
Q3 2025 Added 0.51%
$0
$312 Million 0.23% of portfolio
3,617
Q3 2025 Added 6.1%
$0
$283 Million 0.21% of portfolio
609
Q3 2025 New
$0
$248 Million 0.19% of portfolio
4,026
Q2 2025 New
$0
$244 Million 0.18% of portfolio
4,243
Q3 2025 Added 1.65%
$0
$221 Million 0.17% of portfolio
4,412
Q3 2025 New
$0
$208 Million 0.16% of portfolio
991
Q3 2025 New
$0
$221 Million 0.16% of portfolio
2,057
Q3 2025 New
$0
$205 Million 0.15% of portfolio
3,921
Q2 2025 New

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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