Retirement Planning Group, LLC / Ny (CIK: 0002057004) is a financial institution headquartered at 2691 State Route 9, , Malta, New York 12020. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $183.54 M, comprising 108 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 47.4%. Quarterly turnover: 4.0%. ▲ 17 new, +53 added, −30 reduced, ×3 exited.

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

Stocks/ETFs

+18.27%

$183.54 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Jpmorgan Equity Premium Income Etf ETF-JEPI	267,107	$15.09 M	8.22%	▲ 22,819	Add 9.3%
Invesco Qqq Trust Series I ETF-QQQ	17,930	$13.22 M	7.20%	▼ 492	Reduce -2.7%
Invesco S&P 500 Revenue Etf ETF-RWL	86,318	$11.03 M	6.01%	▲ 7,282	Add 9.2%
Schwab Us Dividend Equity Etf ETF-SCHD	239,184	$7.58 M	4.13%	▲ 39,388	Add 19.7%
Columbia Research Enhanced Core Etf ETF-RECS	171,662	$7.43 M	4.05%	▲ 26,313	Add 18.1%
Invesco Nasdaq 100 Etf ETF-QQQM	23,707	$7.18 M	3.91%	▲ 2,856	Add 13.7%
Global X Us Infrastructure Development Etf ETF-PAVE	120,474	$7.11 M	3.87%	▲ 1,937	Add 1.6%
Jpmorgan Nasdaq Equity Premium Income Etf ETF-JEPQ	106,324	$6.53 M	3.56%	▲ 19,717	Add 22.8%
Apple AAPL	21,675	$6.27 M	3.42%	▲ 1,110	Add 5.4%
Franklin International Low Volatility High Dividend Index Etf ETF-LVHI	136,096	$5.52 M	3.01%	▲ 8,305	Add 6.5%

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Retirement Planning Group, LLC / Ny's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Retirement Planning Group, LLC / Ny each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Retirement Planning Group, LLC / Ny Quarterly 13F Statistics

Discover detailed insights into Retirement Planning Group, LLC / Ny’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Retirement Planning Group, LLC / Ny's All 13F Filings

This section lists all SEC Form 13F filings submitted by Retirement Planning Group, LLC / Ny.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Retirement Planning Group, LLC / Ny 13F Filings, Portfolio & Analysis

Retirement Planning Group, LLC / Ny — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Retirement Planning Group, LLC / Ny's Portfolio

Retirement Planning Group, LLC / Ny Quarterly 13F Statistics

Retirement Planning Group, LLC / Ny's All 13F Filings

Insider Trading Activity (SEC Form 4)