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.
Retirement Planning Co of New England, Inc. (CIK 1817693) reported $245.8M across 246 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($9.2M, 3.73%), AAPL ($8.9M, 3.63%), QQQ ($6.8M, 2.78%), ZVRA ($6.1M, 2.47%), GOOGL ($5.4M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $9.2M | 3.73% | 52,641 | Trimmed |
| 2 | AAPL | APPLE INC | $8.9M | 3.63% | 35,158 | Added |
| 3 | QQQ | INVESCO QQQ TR | $6.8M | 2.78% | 11,829 | Added |
| 4 | ZVRA | ZEVRA THERAPEUTICS INC | $6.1M | 2.47% | 651,148 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $5.4M | 2.19% | 18,727 | Added |
| 6 | AVGO | BROADCOM INC | $4.7M | 1.92% | 15,237 | Added |
| 7 | GOOG | ALPHABET INC | $4.5M | 1.83% | 15,689 | Added |
| 8 | ABBV | ABBVIE INC | $4.4M | 1.80% | 20,341 | Added |
| 9 | AMZN | AMAZON COM INC | $4.3M | 1.76% | 20,778 | Added |
| 10 | META | META PLATFORMS INC | $4.3M | 1.73% | 7,433 | Added |
| 11 | BA | BOEING CO | $4.1M | 1.66% | 20,540 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.7M | 1.49% | 9,882 | Added |
| 13 | BX | BLACKSTONE INC | $3.4M | 1.40% | 29,921 | Added |
| 14 | ETN | EATON CORP PLC | $3.3M | 1.36% | 9,339 | Added |
| 15 | EIPI | FIRST TR EXCHNG TRADED FD VI | $3.3M | 1.33% | 145,299 | Added |
| 16 | RTX | RTX CORPORATION | $2.9M | 1.18% | 15,073 | Added |
| 17 | VO | VANGUARD INDEX FDS | $2.8M | 1.13% | 9,645 | Trimmed |
| 18 | KMI | KINDER MORGAN INC DEL | $2.6M | 1.05% | 77,176 | Trimmed |
| 19 | V | VISA INC | $2.6M | 1.04% | 8,466 | Added |
| 20 | XOM | EXXON MOBIL CORP | $2.5M | 1.03% | 14,949 | Trimmed |
| 21 | TOAK | MANAGER DIRECTED PORTFOLIOS | $2.4M | 0.99% | 85,146 | Trimmed |
| 22 | GS | GOLDMAN SACHS GROUP INC | $2.4M | 0.97% | 2,832 | Hold |
| 23 | USD | PROSHARES TR | $2.3M | 0.95% | 48,910 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $2.2M | 0.90% | 2,419 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $2.1M | 0.85% | 23,424 | Added |
Source: SEC Form 13F filings · as of 2026-03-31