Retirement Planning Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$3.0B
Holdings
421
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (421 positions)
| Stock | Value |
|---|---|
CVXCHEVRON CORP NEW | $904K |
ORCLORACLE CORP | $895K |
OKEONEOK INC NEW | $893K |
RSPTINVESCO EXCHANGE TRADED FD T | $862K |
PMARINNOVATOR ETFS TRUST | $848K |
IGVISHARES TR | $831K |
BACBANK AMERICA CORP | $831K |
APHAMPHENOL CORP NEW | $829K |
CRMSALESFORCE INC | $827K |
UAUGINNOVATOR ETFS TRUST | $825K |
SCHMSCHWAB STRATEGIC TR | $815K |
BNSBANK NOVA SCOTIA HALIFAX | $809K |
JVALJ P MORGAN EXCHANGE TRADED F | $808K |
IWRISHARES TR | $806K |
NOCNORTHROP GRUMMAN CORP | $794K |
AQLTISHARES TR | $772K |
BBJPJ P MORGAN EXCHANGE TRADED F | $770K |
FHBFIRST HAWAIIAN INC | $736K |
DWDMORGAN STANLEY | $731K |
HFSIHARTFORD FDS EXCHANGE TRADED | $724K |
UNHUNITEDHEALTH GROUP INC | $717K |
IYZISHARES TR | $716K |
CRCRANE COMPANY | $714K |
AXPAMERICAN EXPRESS CO | $707K |
VTEBVANGUARD MUN BD FDS | $705K |
LPLALPL FINL HLDGS INC | $698K |
PPLPPL CORP | $697K |
SCZISHARES TR | $693K |
VGKVANGUARD INTL EQUITY INDEX F | $681K |
FXDFIRST TR EXCHANGE TRADED FD | $680K |
PAUGINNOVATOR ETFS TRUST | $677K |
MRKMERCK & CO INC | $665K |
AGGISHARES TR | $663K |
RUSHARUSH ENTERPRISES INC | $648K |
GILDGILEAD SCIENCES INC | $641K |
QCOMQUALCOMM INC | $639K |
AAXJISHARES TR | $631K |
BOTZGLOBAL X FDS | $627K |
IBITISHARES BITCOIN TRUST ETF | $622K |
DRSKETF SER SOLUTIONS | $619K |
TMSLT ROWE PRICE ETF INC | $610K |
HIMUBLACKROCK ETF TRUST II | $609K |
VTECVANGUARD CALIF TAX FREE FDS | $609K |
NEENEXTERA ENERGY INC | $606K |
DISDISNEY WALT CO | $603K |
IYFISHARES TR | $600K |
VONEVANGUARD SCOTTSDALE FDS | $590K |
MAMASTERCARD INCORPORATED | $590K |
IWDISHARES TR | $584K |
GDGENERAL DYNAMICS CORP | $577K |
WTTRSELECT WATER SOLUTIONS INC | $572K |
SYYSYSCO CORP | $570K |
IDUBETF SER SOLUTIONS | $566K |
VEUVANGUARD INTL EQUITY INDEX F | $563K |
BMAYINNOVATOR ETFS TRUST | $556K |
ROBTFIRST TR EXCHANGE TRADED FD | $554K |
MUMICRON TECHNOLOGY INC | $552K |
DUBSETF SER SOLUTIONS | $550K |
RDVYFIRST TR EXCHANGE TRADED FD | $547K |
VUSBVANGUARD BD INDEX FDS | $541K |
CRWVCOREWEAVE INC | $534K |
IYHISHARES TR | $533K |
HONHONEYWELL INTL INC | $530K |
SDVYFIRST TR EXCHANGE-TRADED FD | $523K |
GSGOLDMAN SACHS GROUP INC | $518K |
SCHASCHWAB STRATEGIC TR | $517K |
IYEISHARES TR | $515K |
TAT&T INC | $513K |
TFCTRUIST FINL CORP | $509K |
FEFIRSTENERGY CORP | $499K |
FNDBSCHWAB STRATEGIC TR | $499K |
SYKSTRYKER CORPORATION | $499K |
SPDWSPDR INDEX SHS FDS | $491K |
MISLFIRST TR EXCHANGE-TRADED FD | $486K |
SCHESCHWAB STRATEGIC TR | $466K |
ODFLOLD DOMINION FREIGHT LINE IN | $464K |
BSEPINNOVATOR ETFS TRUST | $463K |
BNOVINNOVATOR ETFS TRUST | $459K |
AQLTISHARES TR | $458K |
VTVANGUARD INTL EQUITY INDEX F | $458K |
BLVVANGUARD BD INDEX FDS | $457K |
SPTMSPDR SERIES TRUST | $449K |
MCKMCKESSON CORP | $446K |
PMAYINNOVATOR ETFS TRUST | $446K |
OSCVETF SER SOLUTIONS | $446K |
LRGFISHARES TR | $445K |
ADMEETF SER SOLUTIONS | $444K |
FTNTFORTINET INC | $433K |
PNOVINNOVATOR ETFS TRUST | $424K |
EWJISHARES INC | $414K |
UAPRINNOVATOR ETFS TRUST | $413K |
VAWVANGUARD WORLD FD | $408K |
NSCNORFOLK SOUTHN CORP | $407K |
BABOEING CO | $398K |
UHSUNIVERSAL HLTH SVCS INC | $397K |
EWUISHARES TR | $397K |
TRVTRAVELERS COMPANIES INC | $397K |
FIDUFIDELITY COVINGTON TRUST | $396K |
POCTINNOVATOR ETFS TRUST | $395K |
MDTMEDTRONIC PLC | $395K |