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 / NY (CIK 2057004) reported $155.2M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JEPI ($13.8M, 8.92%), QQQ ($10.6M, 6.85%), RWL ($9.1M, 5.85%), SCHD ($6.1M, 3.95%), PAVE ($6.0M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $13.8M | 8.92% | 244,288 | Added |
| 2 | QQQ | INVESCO QQQ TR | $10.6M | 6.85% | 18,422 | Trimmed |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | $9.1M | 5.85% | 79,036 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $6.1M | 3.95% | 199,796 | Added |
| 5 | PAVE | GLOBAL X FDS | $6.0M | 3.88% | 118,537 | Trimmed |
| 6 | RECS | COLUMBIA ETF TR I | $5.7M | 3.65% | 145,349 | Added |
| 7 | AAPL | APPLE INC | $5.2M | 3.36% | 20,565 | Added |
| 8 | LVHI | LEGG MASON ETF INVT | $5.2M | 3.34% | 127,791 | Added |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $5.0M | 3.19% | 20,851 | Added |
| 10 | XLE | SELECT SECTOR SPDR TR | $4.9M | 3.13% | 79,220 | Trimmed |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.8M | 3.10% | 86,607 | Added |
| 12 | QYLD | GLOBAL X FDS | $4.7M | 3.00% | 271,541 | Trimmed |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $3.9M | 2.53% | 85,788 | Trimmed |
| 14 | JCE | NUVEEN CORE EQUITY ALPHA FD | $3.9M | 2.49% | 255,078 | Trimmed |
| 15 | XLF | SELECT SECTOR SPDR TR | $3.8M | 2.44% | 76,680 | Trimmed |
| 16 | RFDA | ALPS ETF TR | $3.8M | 2.44% | 60,477 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.2M | 2.09% | 18,576 | Added |
| 18 | GE | GE AEROSPACE | $3.2M | 2.05% | 11,193 | Trimmed |
| 19 | PDI | PIMCO DYNAMIC INCOME FD | $3.1M | 1.99% | 177,815 | Trimmed |
| 20 | HYDB | ISHARES TR | $2.6M | 1.68% | 56,020 | Added |
| 21 | GEV | GE VERNOVA INC | $2.6M | 1.65% | 2,925 | Added |
| 22 | HEFA | ISHARES TR | $2.4M | 1.57% | 57,323 | Added |
| 23 | VONE | VANGUARD SCOTTSDALE FDS | $2.3M | 1.45% | 7,648 | Trimmed |
| 24 | IVV | ISHARES TR | $2.1M | 1.32% | 3,139 | Added |
| 25 | XOM | EXXON MOBIL CORP | $2.0M | 1.31% | 12,015 | Added |
Source: SEC Form 13F filings · as of 2026-03-31