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Retirement Planning Group LLC / Ny - Q4 2025 13F Filings

RE

Retirement Planning Group, LLC / Ny

CIK: 0002057004
Address: New York Malta 2691 State Route 9
$146.6 M
Portfolio Value
87
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. LVHI Franklin International Low Volatility High Dividend Index Etf
+$4.4 M
2. AAPL Apple
+$2.47 M
3. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$1.99 M
4. JEPI Jpmorgan Equity Premium Income Etf
+$1.91 M
5. XLE Energy Select Sector Spdr Fund
+$1.75 M
6. SCHD Schwab Us Dividend Equity Etf
+$1.7 M

Top Sells

Q4 2025
1. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$323,847
2. QQQ Invesco Qqq Trust Series I
−$235,285.63
3. ITB Ishares Us Home Construction Etf
−$220,569
4. NFLX Netflix
−$205,747
5. IHAK Ishares Cybersecurity & Tech Etf
−$205,210

Asset Allocation

Stocks/ETFs
+13.05%
$146.6 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Retirement Planning Group LLC / Ny Q4 2025 Filing Summary

Retirement Planning Group, LLC / Ny filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 146.6 M reflecting a +9.65% change from the prior quarter, spanning 87 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 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 Q4 2025 Filing

Retirement Planning Group LLC / Ny submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Retirement Planning Group LLC / Ny reported a managed portfolio value of 146.6 M, consisting of 87 individual positions.

This page displays the raw filing documents. To see which stocks Retirement Planning Group LLC / Ny bought or sold during Q4 2025, please visit Retirement Planning Group LLC / Ny's Portfolio Analysis page.