Retirement Planning Co of New England, Inc.
CIK: 0001817693Latest portfolio: $249.3M · Q4 2025
Holdings
245
Total Value
$249.3M
New Positions
244
Closed Positions
0
Top Holdings
View All 245 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 53,167 | $9.9M | 3.98% | NEW | |
| 2 | AAPLAPPLE INC | 33,942 | $9.2M | 3.70% | NEW | |
| 3 | NDQINVESCO QQQ TR | 11,800 | $7.2M | 2.91% | NEW | |
| 4 | ZVRAZEVRA THERAPEUTICS INC | 662,976 | $5.9M | 2.38% | NEW | |
| 5 | GOOGLALPHABET INC | 18,073 | $5.7M | 2.27% | NEW | |
| 6 | AVGOBROADCOM INC | 15,033 | $5.2M | 2.09% | NEW | |
| 7 | BABOEING CO | 22,628 | $4.9M | 1.97% | NEW | |
| 8 | AMZNAMAZON COM INC | 20,609 | $4.8M | 1.91% | NEW | |
| 9 | GOOGALPHABET INC | 15,144 | $4.8M | 1.91% | NEW | |
| 10 | MSFTMICROSOFT CORP | 9,680 | $4.7M | 1.88% | NEW | |
| 11 | ABBVABBVIE INC | 20,041 | $4.6M | 1.84% | NEW | |
| 12 | METAMETA PLATFORMS INC | 6,876 | $4.5M | 1.82% | NEW | |
| 13 | BXBLACKSTONE INC | 28,406 | $4.4M | 1.76% | NEW | |
| 14 | VVISA INC | 8,399 | $2.9M | 1.18% | NEW | |
| 15 | EIPIFIRST TR EXCHNG TRADED FD VI | 144,489 | $2.9M | 1.15% | NEW | |
| 16 | ETNEATON CORP PLC | 8,999 | $2.9M | 1.15% | NEW | |
| 17 | TQQQPROSHARES TR | 53,623 | $2.8M | 1.13% | NEW | |
| 18 | VOVANGUARD INDEX FDS | 9,698 | $2.8M | 1.13% | NEW | |
| 19 | RTXRTX CORPORATION | 15,011 | $2.8M | 1.10% | NEW | |
| 20 | USDPROSHARES TR | 50,465 | $2.6M | 1.06% | NEW | |
| 21 | LLYELI LILLY & CO | 2,412 | $2.6M | 1.04% | NEW | |
| 22 | BABAALIBABA GROUP HLDG LTD | 17,183 | $2.5M | 1.01% | NEW | |
| 23 | GSGOLDMAN SACHS GROUP INC | 2,832 | $2.5M | 1.00% | NEW | |
| 24 | TOAKMANAGER DIRECTED PORTFOLIOS | 85,232 | $2.4M | 0.97% | NEW | |
| 25 | BACBANK AMERICA CORP | 42,538 | $2.3M | 0.94% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.3782945287028275e+279T)
Technology0.0% ($9.91592275202468e+77T)
Healthcare0.0% ($5.9404579259120325e+71T)
Industrials0.0% ($4.912286627531234e+49T)
Unknown0.0% ($7.24820121616133e+41T)
Consumer Cyclical0.0% ($4.756251814571457e+37T)
Consumer Defensive0.0% ($1.2058648515825214e+30T)
Real Estate0.0% ($1.0859749388826386e+29T)
Basic Materials0.0% ($1.610127811871107e+21T)
Energy0.0% ($214718051321821593600.0T)
Utilities0.0% ($12721230634525414.0T)
Communication Services0.0% ($5656475245381.6T)
Filing History
Fund Information
Retirement Planning Co of New England, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $249.3M across 245 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 4.0% of the portfolio. Compared to the previous quarter, the fund opened 245 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.