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Retirement Planning Group LLC / Ny - Q2 2026 13F Filings

RE

Retirement Planning Group, LLC / Ny

CIK: 0002057004
Address: New York Malta 2691 State Route 9
$183.54 M
Portfolio Value
108
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. CRUX Columbia Core Bond Etf
+$3.47 M
2. JEPI Jpmorgan Equity Premium Income Etf
+$1.29 M
3. SCHD Schwab Us Dividend Equity Etf
+$1.25 M
4. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$1.21 M
5. RECS Columbia Research Enhanced Core Etf
+$1.14 M

Top Sells

Q2 2026
1. FBND Fidelity Total Bond Etf
−$3.55 M
2. IVV Ishares Core S&P 500 Etf
−$751,731.72
3. QQQ Invesco Qqq Trust Series I
−$362,713.32
4. Pimco Dynamic Income Fund
−$333,644.88
5. IBM International Business Machines Corporation
−$225,468.65

Asset Allocation

Stocks/ETFs
+18.27%
$183.54 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Retirement Planning Group LLC / Ny Q2 2026 Filing Summary

Retirement Planning Group, LLC / Ny filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 183.54 M reflecting a +18.27% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 47.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 3 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 Q2 2026 Filing

Retirement Planning Group LLC / Ny submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Retirement Planning Group LLC / Ny reported a managed portfolio value of 183.54 M, consisting of 108 individual positions.

This page displays the raw filing documents. To see which stocks Retirement Planning Group LLC / Ny bought or sold during Q2 2026, please visit Retirement Planning Group LLC / Ny's Portfolio Analysis page.