Retirement Planning Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$3.0M
Holdings
421
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (421 positions)
| Stock | Value |
|---|---|
UMARINNOVATOR ETFS TRUST | $331K |
AONAON PLC | $330K |
YUMYUM BRANDS INC | $330K |
VCRMVANGUARD MUN BD FDS | $327K |
ESGVVANGUARD WORLD FD | $326K |
VOOVANGUARD INDEX FDS | $325K |
MGKVANGUARD WORLD FD | $324K |
PJULINNOVATOR ETFS TRUST | $321K |
MDYGSPDR SERIES TRUST | $321K |
BMYBRISTOL-MYERS SQUIBB CO | $320K |
EWLISHARES INC | $319K |
PFEPFIZER INC | $318K |
IEMGISHARES INC | $316K |
VOEVANGUARD INDEX FDS | $315K |
AMATAPPLIED MATLS INC | $315K |
LRCXLAM RESEARCH CORP | $313K |
BKBANK NEW YORK MELLON CORP | $311K |
PSXPHILLIPS 66 | $310K |
IEFISHARES TR | $309K |
CIBRFIRST TR EXCHANGE TRADED FD | $308K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $306K |
WFCWELLS FARGO CO NEW | $306K |
FXNFIRST TR EXCHANGE TRADED FD | $300K |
RRYDER SYS INC | $295K |
IYMISHARES TR | $294K |
CSXCSX CORP | $292K |
EZUISHARES INC | $292K |
GLWCORNING INC | $291K |
FXOFIRST TR EXCHANGE TRADED FD | $291K |
FCXFREEPORT-MCMORAN INC | $288K |
HDVISHARES TR | $286K |
EPDENTERPRISE PRODS PARTNERS L | $286K |
AORISHARES TR | $285K |
CNRCANADIAN NATL RY CO | $284K |
ETNEATON CORP PLC | $273K |
MDYVSPDR SERIES TRUST | $271K |
TRVCCITIGROUP INC | $270K |
ZZILLOW GROUP INC | $269K |
IYRISHARES TR | $265K |
AIAISHARES TR | $263K |
FSTAFIDELITY COVINGTON TRUST | $261K |
XLUSELECT SECTOR SPDR TR | $259K |
IWPISHARES TR | $258K |
LHXL3HARRIS TECHNOLOGIES INC | $258K |
IAUMISHARES GOLD TR | $255K |
IHIISHARES TR | $255K |
LHLABCORP HOLDINGS INC | $254K |
FXUFIRST TR EXCHANGE TRADED FD | $253K |
EWCISHARES INC | $252K |
GEGE AEROSPACE | $251K |
FTAFIRST TR EXCHANGE-TRADED ALP | $251K |
ENBENBRIDGE INC | $247K |
UCONFIRST TR EXCHNG TRADED FD VI | $246K |
VTESVANGUARD WELLINGTON FD | $241K |
INTCINTEL CORP | $240K |
MFCMANULIFE FINL CORP | $240K |
IUSGISHARES TR | $239K |
AITAPPLIED INDL TECHNOLOGIES IN | $239K |
DHRDANAHER CORPORATION | $239K |
BTCOINVESCO GALAXY BITCOIN ETF | $237K |
OCTZELEVATION SERIES TRUST | $233K |
CMFISHARES TR | $233K |
DFCADIMENSIONAL ETF TRUST | $230K |
CPRTCOPART INC | $230K |
FLAXFRANKLIN TEMPLETON ETF TR | $230K |
NVSNNOVARTIS AG | $229K |
MATXMATSON INC | $227K |
PLDPROLOGIS INC. | $225K |
JUCYETF SER SOLUTIONS | $224K |
BOCTINNOVATOR ETFS TRUST | $222K |
IVEISHARES TR | $222K |
CBCHUBB LIMITED | $221K |
NDAQNASDAQ INC | $219K |
EEMISHARES TR | $219K |
SRESEMPRA | $218K |
UOCTINNOVATOR ETFS TRUST | $218K |
USBUS BANCORP DEL | $218K |
RSPSINVESCO EXCHANGE TRADED FD T | $217K |
CLXCLOROX CO DEL | $215K |
ASTSAST SPACEMOBILE INC | $215K |
QRVOQORVO INC | $215K |
FCOMFIDELITY COVINGTON TRUST | $214K |
VRTXVERTEX PHARMACEUTICALS INC | $213K |
XTISHARES TR | $210K |
TEVATEVA PHARMACEUTICAL INDS LTD | $205K |
SLBSLB LIMITED | $204K |
VWOBVANGUARD WHITEHALL FDS | $204K |
PRFINVESCO EXCHANGE TRADED FD T | $204K |
PKWINVESCO EXCHANGE TRADED FD T | $203K |
IWOISHARES TR | $203K |
VYMVANGUARD WHITEHALL FDS | $203K |
PSEPINNOVATOR ETFS TRUST | $200K |
XETYXEATON VANCE TAX-MANAGED DIVE | $155K |
FFORD MTR CO | $151K |
EDRENDEAVOUR SILVER CORP | $141K |
CGOCALAMOS GLOBAL TOTAL RETURN | $128K |
ALTOALTO INGREDIENTS INC | $69K |
COSTCOSTCO WHSL CORP NEW | $43K |
SPYSPDR S&P 500 ETF TR | $40K |
PROPPRAIRIE OPER CO | $28K |