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Retirement Planning Group LLC / Ny - Q1 2026 13F Filings

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Retirement Planning Group, LLC / Ny

CIK: 0002057004
Address: New York Malta 2691 State Route 9
$155.19 M
Portfolio Value
94
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$1.07 M
2. RWL Invesco S&P 500 Revenue Etf
+$1 M
3. RECS Columbia Research Enhanced Core Etf
+$900,206.18
4. SCHD Schwab Us Dividend Equity Etf
+$864,165.21
5. IVV Ishares Core S&P 500 Etf
+$858,367.26

Top Sells

Q1 2026
1. QQQ Invesco Qqq Trust Series I
−$383,245.83
2. RFDA Riverfront Dynamic Us Dividend Advantage Etf
−$250,046.66
3. FYEE Fidelity Yield Enhanced Equity Etf
−$244,439
4. Nuveen Core Equity Alpha
−$197,126.37
5. Pimco Dynamic Income Fund
−$170,770.75

Asset Allocation

Stocks/ETFs
+5.86%
$155.19 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Retirement Planning Group LLC / Ny Q1 2026 Filing Summary

Retirement Planning Group, LLC / Ny filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 155.19 M reflecting a +5.86% change from the prior quarter, spanning 94 assets. The top 10 holdings comprised 46.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Retirement Planning Group LLC / Ny’s Q1 2026 Filing

Retirement Planning Group LLC / Ny submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Retirement Planning Group LLC / Ny reported a managed portfolio value of 155.19 M, consisting of 94 individual positions.

This page displays the raw filing documents. To see which stocks Retirement Planning Group LLC / Ny bought or sold during Q1 2026, please visit Retirement Planning Group LLC / Ny's Portfolio Analysis page.