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Retirement Planning Group

Latest statistics and disclosures from Retirement Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QGRW, FSMD, DIVI, PYLD, and represent 35.59% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$48M), GD (+$25M), UBND (+$15M), PYLD (+$12M), DIVI (+$11M), FSMD (+$9.8M), NFLT (+$7.7M), FBND (+$7.1M), DIVO (+$6.8M), VOO (+$6.6M).
Started 21 new stock positions in PANW, MMIT, CLSE, EVTR, OKE, BP, VMO, XOM, MET, TTE. CME, UJUL, IQI, ADP, TEVA, FMHI, ARKK, BJUN, VLO, CCL, IDHQ.
Reduced shares in these 10 stocks: VGSH (-$7.1M), , Dimensional Etf Trust, NYF, SPY, VDC, VPU, SGOV, DTD, FTRB.
Sold out of its positions in AXON, BWXT, HIMU, BX, DHR, Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, FSK, FITB.
Retirement Planning Group was a net buyer of stock by $159M.
Retirement Planning Group has $4.0B in assets under management (AUM), dropping by 1.93%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 531 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Retirement Planning Group has 531 total positions. Only the first 250 positions are shown.

Sign up to view all of the Retirement Planning Group Sept. 30, 2026 positions
Download the Retirement Planning Group September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.0	$362M		517k	700.86	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	7.9	$317M		4.6M	68.68	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	7.1	$284M	+3%	5.8M	49.17	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	6.8	$272M	+4%	6.4M	42.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.8	$194M	+6%	7.6M	25.39	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.7	$188M		2.7M	69.96	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	4.6	$184M	+8%	8.9M	20.66	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.4	$177M	+3%	2.9M	60.73	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$167M	+4%	3.6M	46.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$144M	+5%	3.3M	43.30	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	2.9	$117M	+7%	5.3M	22.07	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	2.7	$107M	+5%	2.4M	44.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$74M	-4%	97k	762.63	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.8	$73M		814k	90.11	View chart
Apple (AAPL)	1.4	$56M	+556%	1.1M	53.08	View chart
Costco Wholesale Corporation (COST)	1.2	$47M		51k	910.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$38M	-15%	652k	57.56	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$31M		1.1M	29.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$30M	-5%	40k	739.77	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.7	$27M	+2%	125k	216.08	View chart
Microsoft Corporation (MSFT)	0.7	$26M	-4%	51k	512.90	View chart
General Dynamics Corporation (GD)	0.7	$26M	+3203%	79k	331.83	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$26M	+17%	517k	49.71	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.6	$24M	-2%	146k	161.09	View chart
Touchstone Etf Trust Secur Incom Etf (TSEC)	0.6	$23M	+19%	908k	25.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$22M	-2%	72k	304.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$21M		91k	233.31	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.5	$21M		90k	231.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$21M	-2%	142k	145.04	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$18M		291k	61.13	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.4	$16M	-15%	170k	93.42	View chart
Amazon (AMZN)	0.4	$16M	-2%	63k	249.15	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$16M		313k	49.47	View chart
NVIDIA Corporation (NVDA)	0.4	$15M	-9%	65k	228.38	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.4	$15M	+24%	587k	25.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$14M	+45%	114k	125.67	View chart
Vanguard World Financials Etf (VFH)	0.4	$14M		109k	130.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$13M		355k	35.93	View chart
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB)	0.3	$13M	-16%	522k	23.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$12M	+7%	165k	72.86	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$12M	-20%	119k	100.68	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$12M	+2%	32k	374.24	View chart
Wal-Mart Stores (WMT)	0.3	$11M	-5%	104k	103.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$11M	+31%	123k	86.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$11M	-4%	109k	97.24	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.3	$10M	+70%	299k	33.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$9.8M	+2%	138k	70.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.4M		66k	142.26	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$9.4M	-2%	79k	118.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$9.3M		12k	765.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$8.9M	-2%	188k	47.58	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$8.0M	-8%	99k	80.60	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$7.9M	+11%	162k	48.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.8M	-9%	284k	27.47	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$7.4M	+3%	108k	68.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$7.3M		142k	51.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$7.2M	+4%	21k	340.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$7.0M	-6%	18k	380.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$6.8M		69k	99.08	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$6.8M		90k	76.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.3M	-3%	94k	66.76	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$6.1M	+15%	109k	55.83	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$6.0M	-3%	77k	78.42	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$5.9M	NEW	50k	118.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$5.8M	+3%	17k	344.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.6M	-5%	80k	70.15	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$5.6M		29k	195.75	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$5.5M	-15%	93k	59.51	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$5.5M		53k	103.25	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$5.4M	-15%	23k	231.63	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$5.3M	+12%	129k	41.27	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$5.3M		113k	46.70	View chart
Johnson & Johnson (JNJ)	0.1	$5.3M	-5%	20k	264.75	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$5.2M		224k	23.32	View chart
Philip Morris International (PM)	0.1	$5.1M	-4%	27k	190.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$5.0M	+14%	10k	497.95	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$4.9M	+9%	134k	36.85	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$4.9M		109k	44.89	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$4.9M	-4%	82k	59.12	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.8M		41k	116.97	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$4.8M	+4%	110k	43.32	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$4.8M		161k	29.59	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$4.8M	-9%	175k	27.28	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$4.8M		211k	22.59	View chart
Vanguard World Energy Etf (VDE)	0.1	$4.5M	+7%	26k	172.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.4M		35k	125.26	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.4M	+9%	157k	27.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.3M	-2%	8.5k	509.28	View chart
Meta Platforms Cl A (META)	0.1	$4.3M	+42%	5.9k	725.17	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$4.2M	-2%	39k	108.84	View chart
Neos Etf Trust Mlp En In Hi Etf (MLPI)	0.1	$4.2M	+14%	83k	50.21	View chart
Vanguard World Industrial Etf (VIS)	0.1	$4.1M	+384%	13k	320.51	View chart
Vanguard World Materials Etf (VAW)	0.1	$4.0M		19k	218.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.0M		68k	59.31	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$4.0M	-5%	48k	81.58	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.1	$3.9M	+6%	117k	33.83	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.9M		85k	45.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.8M	+4%	18k	208.02	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$3.8M	-8%	90k	42.27	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$3.8M		45k	85.52	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.8M	+4%	33k	114.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.8M	+8%	12k	330.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.8M	-5%	28k	136.04	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$3.6M		13k	284.50	View chart
Home Depot (HD)	0.1	$3.5M	-3%	12k	284.49	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$3.4M		42k	83.03	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$3.4M	+67%	46k	74.01	View chart
Etf Ser Solutions Clershs Piton In (PIFI)	0.1	$3.3M	+222%	37k	90.72	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$3.2M	-9%	34k	93.89	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$3.1M		50k	63.04	View chart
Procter & Gamble Company (PG)	0.1	$3.0M		21k	145.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.0M		23k	128.93	View chart
Abbvie (ABBV)	0.1	$3.0M	-2%	11k	261.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.9M	+5%	7.1k	416.14	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$2.9M	+8%	70k	41.54	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.9M	-53%	13k	218.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.9M	+3%	17k	166.28	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$2.8M		333k	8.51	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$2.7M	+982%	103k	25.94	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$2.7M	+53%	70k	37.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.6M	-2%	27k	96.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.6M	+3%	29k	89.63	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$2.6M	+5%	7.4k	351.83	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.1	$2.6M	+13%	66k	39.66	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.6M		35k	73.80	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$2.5M	-5%	28k	89.76	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.5M	-2%	36k	69.71	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+5%	7.1k	354.82	View chart
Pepsi (PEP)	0.1	$2.5M	-7%	20k	126.72	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$2.5M	-4%	11k	231.26	View chart
Ishares Tr S&p 500 Buyw Etf (IVVW)	0.1	$2.5M	+3%	54k	45.40	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$2.4M		66k	36.69	View chart
S&p Global (SPGI)	0.1	$2.4M		6.0k	394.47	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.3M		28k	85.48	View chart
Deere & Company (DE)	0.1	$2.3M	-25%	3.5k	671.51	View chart
Coca-Cola Company (KO)	0.1	$2.3M	+7%	27k	86.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.3M		21k	109.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.2M	-12%	26k	84.96	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	+4%	3.6k	611.81	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$2.2M	-6%	42k	52.86	View chart
Eli Lilly & Co. (LLY)	0.1	$2.2M		1.9k	1157.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M		12k	187.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.2M	-3%	21k	103.89	View chart
Visa Com Cl A (V)	0.1	$2.2M	+6%	6.0k	359.34	View chart
Broadcom (AVGO)	0.1	$2.2M	-2%	6.1k	351.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.2M	+6%	35k	61.26	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$2.1M	-14%	88k	24.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.1M	+6%	23k	94.54	View chart
Evergy (EVRG)	0.1	$2.1M	+13%	27k	78.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.1M	-11%	63k	32.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.1M	-3%	7.4k	277.87	View chart
Chesapeake Energy Corp (EXE)	0.1	$2.1M		24k	84.09	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$2.0M	+16%	28k	73.62	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.0M		14k	144.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.0M		67k	30.00	View chart
Vanguard World Health Car Etf (VHT)	0.0	$2.0M	+7%	6.3k	316.07	View chart
Micron Technology (MU)	0.0	$2.0M	-9%	1.9k	1064.98	View chart
Chevron Corporation (CVX)	0.0	$2.0M		9.6k	204.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.9M	-18%	58k	33.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.9M		8.7k	222.25	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.0	$1.9M	-2%	24k	82.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$1.9M		22k	89.48	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$1.9M	-4%	31k	61.50	View chart
Caterpillar (CAT)	0.0	$1.9M	-4%	2.4k	810.92	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.0	$1.9M	-8%	18k	103.56	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.9M	-3%	10k	185.65	View chart
Southern Company (SO)	0.0	$1.8M	-13%	22k	82.89	View chart
Altria (MO)	0.0	$1.8M	+9%	27k	67.34	View chart
Shell Spon Ads (SHEL)	0.0	$1.8M	-4%	19k	95.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$1.8M	+90%	38k	46.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.8M	-11%	24k	75.39	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$1.8M	-8%	8.0k	221.00	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.0	$1.8M	NEW	37k	48.19	View chart
Neos Etf Trust Bitc Hig Inc Etf (BTCI)	0.0	$1.8M		52k	33.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.7M		25k	69.26	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.7M	-4%	5.2k	328.53	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$1.7M	-2%	17k	97.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.7M	-5%	76k	22.10	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$1.7M	+19%	34k	49.11	View chart
ConocoPhillips (COP)	0.0	$1.6M		13k	125.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.6M	-4%	7.8k	209.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.6M		3.8k	431.63	View chart
Amgen (AMGN)	0.0	$1.6M	+3%	3.8k	421.51	View chart
Cisco Systems (CSCO)	0.0	$1.6M	+4%	15k	107.63	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$1.6M	-4%	38k	41.54	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$1.6M		758.00	2060.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.5M		28k	56.22	View chart
Verizon Communications (VZ)	0.0	$1.5M	+3%	34k	45.87	View chart
McDonald's Corporation (MCD)	0.0	$1.5M	+2%	6.6k	230.93	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.5M		16k	97.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.5M		19k	78.10	View chart
Ishares Msci World Etf (URTH)	0.0	$1.5M		7.2k	206.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.4M	-2%	19k	71.95	View chart
Vanguard World Utilities Etf (VPU)	0.0	$1.4M	-69%	8.1k	171.00	View chart
Johnson Controls Internation SHS (JCI)	0.0	$1.4M	-5%	9.4k	148.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.4M	-3%	2.4k	568.63	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$1.4M		18k	75.72	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$1.4M	+19%	7.1k	190.59	View chart
Royal Gold (RGLD)	0.0	$1.3M		5.7k	236.01	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$1.3M		8.7k	151.63	View chart
International Business Machines (IBM)	0.0	$1.3M	-7%	5.9k	219.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.3M	+2%	4.8k	264.91	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$1.3M	-2%	3.7k	337.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$1.2M		19k	65.86	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$1.2M		28k	44.78	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$1.2M	-11%	25k	48.85	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$1.2M	+3%	9.9k	123.08	View chart
Lowe's Companies (LOW)	0.0	$1.2M		6.6k	184.28	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.2M		4.1k	300.10	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M		13k	93.96	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$1.2M		27k	44.59	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$1.2M	-3%	22k	55.27	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$1.2M	+2%	7.0k	166.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.2M		34k	34.02	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.2M	-6%	22k	52.67	View chart
Arista Networks Com Shs (ANET)	0.0	$1.2M		5.7k	203.59	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.1M		21k	54.51	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$1.1M	+5%	57k	20.17	View chart
PNC Financial Services (PNC)	0.0	$1.1M	-8%	5.1k	222.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.1M		10k	106.71	View chart
Fortinet (FTNT)	0.0	$1.1M		6.2k	178.76	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$1.1M		55k	19.79	View chart
Waste Management (WM)	0.0	$1.1M		5.3k	203.93	View chart
Abbott Laboratories (ABT)	0.0	$1.1M	-7%	11k	98.83	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$1.1M		6.4k	168.41	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$1.1M	+48%	9.1k	116.44	View chart
Solaris Energy Infras Com Cl A (SEI)	0.0	$1.0M		15k	71.18	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.0M	-4%	10k	101.10	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$1.0M		12k	88.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.0M	+12%	6.5k	157.86	View chart
Merck & Co (MRK)	0.0	$1.0M		7.0k	145.31	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$1.0M		18k	57.92	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$1.0M		12k	81.70	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$1.0M	+14%	14k	71.57	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$1.0M	-5%	25k	41.18	View chart
Bk Nova Cad (BNS)	0.0	$1.0M		11k	90.84	View chart
Virtus Etf Tr Ii Newfleet Abs Mbs (VABS)	0.0	$999k	+13%	42k	23.71	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$995k		24k	40.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$989k		20k	49.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$983k	+11%	6.5k	152.07	View chart
UnitedHealth (UNH)	0.0	$982k		2.7k	367.07	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.0	$960k	+72%	51k	18.93	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$957k		10k	95.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.0	$956k	-29%	9.6k	99.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$951k	+179%	3.6k	264.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$944k	-9%	12k	76.40	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$936k		18k	53.40	View chart
Oneok (OKE)	0.0	$928k	NEW	11k	85.27	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$922k		10k	91.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$910k		11k	82.97	View chart

Past Filings by Retirement Planning Group

SEC 13F filings are viewable for Retirement Planning Group going back to 2010

Retirement Planning Group 2026 Q3 filed Oct. 19, 2026
Retirement Planning Group 2026 Q2 filed Aug. 5, 2026
Retirement Planning Group 2026 Q1 filed May 4, 2026
Retirement Planning Group 2025 Q4 filed Feb. 3, 2026
Retirement Planning Group 2025 Q3 filed Oct. 27, 2025
Retirement Planning Group 2025 Q2 filed July 30, 2025
Retirement Planning Group 2025 Q1 filed April 10, 2025
Retirement Planning Group 2024 Q4 filed Feb. 18, 2025
Retirement Planning Group 2024 Q3 filed Oct. 10, 2024
Retirement Planning Group 2024 Q2 filed July 12, 2024
Retirement Planning Group 2024 Q1 filed April 12, 2024
Retirement Planning Group 2023 Q4 filed Jan. 16, 2024
Retirement Planning Group 2023 Q3 filed Oct. 25, 2023
Retirement Planning Group 2023 Q2 filed July 24, 2023
Retirement Planning Group 2023 Q1 filed April 20, 2023
Retirement Planning Group 2022 Q4 filed Jan. 19, 2023

View all past filings

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