Retirement Planning Group Portfolio Holdings

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

Retirement Planning Group has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.04 Billion distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $306M, Fidelity Covington Tr Small Mi with a value of $167M, Amplify ETF Tr Amplify Cwp Enh with a value of $123M, Fidelity High Dividend ETF with a value of $123M, and Ea Ser Tr Freedom 100 Emerging with a value of $106M.

Examining the 13F form we can see an increase of $402M in the current position value, from $1.64B to 2.04B.

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

Portfolio value $2.04 Billion
ETFs: $1.74 Billion
Technology: $103 Million
Consumer Defensive: $75 Million
Financial Services: $27.3 Million
Consumer Cyclical: $24.9 Million
Industrials: $17.7 Million
Communication Services: $17.6 Million
Healthcare: $13.4 Million
Other: $19.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$46.2 Million 2.27% of portfolio
49,883
Q3 2025 Added 4.09%
$4.3T
$46.1 Million 2.26% of portfolio
180,891
Q3 2025 Added 44.61%
$3.78T
$29.3 Million 1.44% of portfolio
56,531
Q3 2025 Added 104.41%
$279B
$11.6 Million 0.57% of portfolio
112,768
Q3 2025 Added 236.27%
$2.39T
$11.1 Million 0.54% of portfolio
50,326
Q3 2025 Added 88.2%
$465B
$10 Million 0.49% of portfolio
53,810
Q3 2025 Added 5.91%
$237B
$5.46 Million 0.27% of portfolio
33,683
Q3 2025 Added 229.87%
$367B
$5.05 Million 0.25% of portfolio
12,451
Q3 2025 Added 144.66%
$1.65T
$4.71 Million 0.23% of portfolio
19,366
Q3 2025 Added 45.27%
$1.74T
$4.57 Million 0.22% of portfolio
18,744
Q3 2025 Added 37.46%
$123B
$4.26 Million 0.21% of portfolio
8,539
Q3 2025 Added 382.43%
$662B
$4.27 Million 0.21% of portfolio
8,488
Q3 2025 Added 7.48%
$881B
$4.02 Million 0.2% of portfolio
12,734
Q3 2025 Added 66.18%
$0
$4.1 Million 0.2% of portfolio
273,901
Q3 2025 Added 137.31%
$490B
$3.99 Million 0.2% of portfolio
35,411
Q3 2025 Added 87.92%
$346B
$3.37 Million 0.17% of portfolio
21,927
Q3 2025 Added 400.73%
$522B
$3.29 Million 0.16% of portfolio
17,743
Q3 2025 Added 203.04%
$204B
$2.95 Million 0.14% of portfolio
20,971
Q3 2025 Added 429.97%
$49.1B
$2.85 Million 0.14% of portfolio
2,375
Q3 2025 Added 25.66%
$159B
$2.8 Million 0.14% of portfolio
5,751
Q3 2025 Added 0.09%
$96.4B
$2.56 Million 0.13% of portfolio
20,649
Q3 2025 New
$1.37T
$2.49 Million 0.12% of portfolio
3,389
Q3 2025 Added 76.24%
$1.29T
$2.46 Million 0.12% of portfolio
5,527
Q3 2025 Added 102.08%
$414B
$2.33 Million 0.11% of portfolio
10,052
Q3 2025 Added 224.89%
$98.6B
$2.23 Million 0.11% of portfolio
23,578
Q3 2025 Added 355.53%
$115B
$2.12 Million 0.1% of portfolio
4,325
Q3 2025 Added 25.22%
$266B
$1.81 Million 0.09% of portfolio
6,404
Q3 2025 Added 75.74%
$139B
$1.89 Million 0.09% of portfolio
5,722
Q3 2025 Added 44.02%
$17.6B
$1.74 Million 0.09% of portfolio
22,854
Q3 2025 Added 2.35%
$228B
$1.9 Million 0.09% of portfolio
14,207
Q3 2025 Added 312.87%
$167B
$1.59 Million 0.08% of portfolio
16,679
Q3 2025 Added 70.54%
$26.1B
$1.54 Million 0.08% of portfolio
8,141
Q3 2025 New
$224B
$1.69 Million 0.08% of portfolio
5,574
Q3 2025 New
$258B
$1.66 Million 0.08% of portfolio
9,932
Q3 2025 New
$533B
$1.59 Million 0.08% of portfolio
4,669
Q3 2025 Added 3.82%
$319B
$1.42 Million 0.07% of portfolio
20,684
Q3 2025 Added 67.86%
$306B
$1.45 Million 0.07% of portfolio
21,876
Q3 2025 Added 70.64%
$593B
$1.19 Million 0.06% of portfolio
4,234
Q3 2025 Added 14.77%
$85.9B
$1.26 Million 0.06% of portfolio
5,691
Q3 2025 Added 473.69%
$81.8B
$1.23 Million 0.06% of portfolio
11,146
Q3 2025 New
$104B
$1.22 Million 0.06% of portfolio
18,445
Q3 2025 Added 1.37%
$12.2B
$1.17 Million 0.06% of portfolio
5,829
Q3 2025 Reduced 1.62%
$144B
$1.32 Million 0.06% of portfolio
2,882
Q3 2025 New
$971B
$1.14 Million 0.06% of portfolio
1,499
Q3 2025 Added 306.23%
$74.3B
$1.12 Million 0.06% of portfolio
5,593
Q3 2025 New
$113B
$1.25 Million 0.06% of portfolio
13,255
Q3 2025 New
$172B
$1.24 Million 0.06% of portfolio
28,126
Q3 2025 Added 13.37%
$183B
$1 Million 0.05% of portfolio
3,551
Q3 2025 Added 29.03%
$97.3B
$1.08 Million 0.05% of portfolio
12,783
Q3 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $2.04 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 113 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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