Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New England Professional Planning Group Inc. (CIK 1540867) reported $239.3M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($83.5M, 34.89%), JIRE ($58.9M, 24.62%), IJH ($45.3M, 18.92%), IJR ($22.0M, 9.21%), RJF ($6.8M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $83.5M | 34.89% | 127,781 | Added |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | $58.9M | 24.62% | 777,722 | Added |
| 3 | IJH | ISHARES TR | $45.3M | 18.92% | 670,269 | Added |
| 4 | IJR | ISHARES TR | $22.0M | 9.21% | 177,333 | Added |
| 5 | RJF | RAYMOND JAMES FINL INC | $6.8M | 2.83% | 46,834 | Added |
| 6 | IXUS | ISHARES TR | $1.9M | 0.80% | 22,091 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $1.4M | 0.60% | 8,494 | Trimmed |
| 8 | AAPL | APPLE INC | $1.2M | 0.52% | 4,859 | Added |
| 9 | SLV | ISHARES SILVER TR | $1.2M | 0.51% | 17,774 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.44% | 7,574 | Hold |
| 11 | UNP | UNION PAC CORP | $998,625 | 0.42% | 4,116 | Hold |
| 12 | VTI | VANGUARD INDEX FDS | $899,551 | 0.38% | 2,804 | Hold |
| 13 | IWM | ISHARES TR | $834,420 | 0.35% | 3,365 | Trimmed |
| 14 | IWR | ISHARES TR | $782,849 | 0.33% | 8,052 | Trimmed |
| 15 | QUAL | ISHARES TR | $774,971 | 0.32% | 4,040 | Added |
| 16 | IWF | ISHARES TR | $643,864 | 0.27% | 1,510 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $604,994 | 0.25% | 3,469 | Hold |
| 18 | ACWX | ISHARES TR | $599,607 | 0.25% | 8,757 | Hold |
| 19 | PFE | PFIZER INC | $550,664 | 0.23% | 19,611 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $523,287 | 0.22% | 1,092 | Hold |
| 21 | AVGO | BROADCOM INC | $481,598 | 0.20% | 1,556 | Hold |
| 22 | ADI | ANALOG DEVICES INC | $455,576 | 0.19% | 1,432 | Hold |
| 23 | CSCO | CISCO SYS INC | $461,273 | 0.19% | 5,945 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $419,766 | 0.18% | 1,427 | Hold |
| 25 | BAC | BANK AMERICA CORP | $429,050 | 0.18% | 8,801 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31