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 Group, LLC (CIK 1508195) reported $3.23B across 481 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($292.0M, 9.05%), QGRW ($231.4M, 7.17%), FSMD ($231.0M, 7.16%), DIVI ($225.3M, 6.98%), PYLD ($169.4M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $292.0M | 9.05% | 488,714 | Trimmed |
| 2 | QGRW | WISDOMTREE TR | $231.4M | 7.17% | 4.3M | Added |
| 3 | FSMD | FIDELITY COVINGTON TRUST | $231.0M | 7.16% | 5.2M | Added |
| 4 | DIVI | FRANKLIN TEMPLETON ETF TR | $225.3M | 6.98% | 5.7M | Added |
| 5 | PYLD | PIMCO ETF TR | $169.4M | 5.25% | 6.5M | Added |
| 6 | UBND | VICTORY PORTFOLIOS II | $160.3M | 4.97% | 7.4M | Added |
| 7 | DIVO | AMPLIFY ETF TR | $142.7M | 4.42% | 3.2M | Added |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $139.9M | 4.33% | 2.5M | Added |
| 9 | FRDM | EA SERIES TRUST | $139.3M | 4.32% | 2.5M | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $129.7M | 4.02% | 2.8M | Added |
| 11 | NFLT | ETFIS SER TR I | $101.6M | 3.15% | 4.5M | Added |
| 12 | BNDI | NEOS ETF TRUST | $95.0M | 2.94% | 2.0M | Added |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $57.3M | 1.78% | 979,118 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $50.5M | 1.57% | 50,707 | Added |
| 15 | AAPL | APPLE INC | $41.0M | 1.27% | 161,459 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $36.8M | 1.14% | 56,650 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $31.7M | 0.98% | 72,519 | Trimmed |
| 18 | SCHB | SCHWAB STRATEGIC TR | $27.3M | 0.84% | 1.1M | Trimmed |
| 19 | VTV | VANGUARD INDEX FDS | $23.7M | 0.74% | 120,954 | Added |
| 20 | QQQ | INVESCO QQQ TR | $21.8M | 0.68% | 37,789 | Trimmed |
| 21 | FTRB | FEDERATED HERMES ETF TRUST | $21.5M | 0.67% | 853,548 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $21.0M | 0.65% | 97,861 | Trimmed |
| 23 | DTD | WISDOMTREE TR | $20.3M | 0.63% | 235,615 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $20.4M | 0.63% | 55,010 | Trimmed |
| 25 | SGOV | ISHARES TR | $20.3M | 0.63% | 201,228 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31