Retirement Planning Group, LLC
CIK: 0001508195SEC EDGAR →
Portfolio Value
$3.0M
Holdings
421
As of
Q4 2025
New Positions
421
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 4,214,209 | $247.2M | 8121.46% |
| 2 | FRANKLIN TEMPLETON ETF TR | 4,964,122 | $193.1M | 6341.35% |
| 3 | FIDELITY COVINGTON TRUST | 4,020,613 | $177.4M | 5828.11% |
| 4 | PIMCO ETF TR | 5,768,470 | $153.9M | 5055.30% |
| 5 | VICTORY PORTFOLIOS II | 6,504,886 | $143.1M | 4700.71% |
| 6 | FIDELITY COVINGTON TRUST | 2,314,770 | $131.2M | 4310.39% |
| 7 | AMPLIFY ETF TR | 2,893,478 | $128.8M | 4229.42% |
| 8 | EA SERIES TRUST | 2,416,148 | $123.9M | 4068.99% |
| 9 | FIDELITY MERRIMACK STR TR | 2,490,208 | $114.6M | 3765.94% |
| 10 | ETFIS SER TR I | 3,922,543 | $90.4M | 2968.60% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (421)
$247.2M · 4.2M shares
$193.1M · 5.0M shares
$177.4M · 4.0M shares
$153.9M · 5.8M shares
$143.1M · 6.5M shares
$131.2M · 2.3M shares
$128.8M · 2.9M shares
$123.9M · 2.4M shares
$114.6M · 2.5M shares
$90.4M · 3.9M shares
$83.4M · 1.8M shares
$70.6M · 1.2M shares
$49.0M · 180K shares
$36.1M · 74K shares
$31.0M · 1.2M shares
$28.6M · 59K shares
$25.1M · 990K shares
$24.2M · 110K shares
$23.4M · 177K shares
$21.9M · 115K shares
$21.3M · 212K shares
$21.0M · 247K shares
$18.4M · 324K shares
$17.6M · 387K shares
$13.3M · 120K shares
$13.3M · 117K shares
$12.4M · 67K shares
$12.2M · 245K shares
$11.9M · 52K shares
$10.4M · 116K shares
$10.3M · 31K shares
$9.6M · 123K shares
$8.8M · 72K shares
$8.0M · 129K shares
$7.9M · 107K shares
$7.5M · 19K shares
$7.1M · 294K shares
$7.0M · 215K shares
$6.9M · 33K shares
$6.7M · 111K shares
$6.4M · 20K shares
$6.2M · 80K shares
$6.1M · 19K shares
$5.8M · 201K shares
$5.4M · 19K shares
$5.4M · 60K shares
$5.3M · 28K shares
$5.3M · 44K shares
$5.3M · 73K shares
$5.3M · 80K shares
$5.0M · 88K shares
$5.0M · 10K shares
$4.8M · 30K shares
$4.7M · 89K shares
$4.7M · 100K shares
$4.7M · 16K shares
$4.6M · 13K shares
$4.5M · 89K shares
$4.5M · 9K shares
$4.5M · 11K shares
$4.4M · 42K shares
$4.3M · 36K shares
$4.3M · 96K shares
$4.2M · 20K shares
$4.2M · 83K shares
$4.2M · 13K shares
$4.1M · 34K shares
$4.0M · 102K shares
$3.7M · 288K shares
$3.6M · 68K shares
$3.6M · 143K shares
$3.6M · 25K shares
$3.6M · 84K shares
$3.6M · 67K shares
$3.6M · 24K shares
$3.4M · 29K shares
$3.4M · 45K shares
$3.3M · 23K shares
$3.3M · 133K shares
$3.3M · 23K shares
$3.2M · 43K shares
$3.2M · 67K shares
$3.2M · 121K shares
$3.0M · 77K shares
$3.0M · 34K shares
$3.0M · 51K shares
$2.9M · 36K shares
$2.6M · 6K shares
$2.6M · 11K shares
$2.6M · 12K shares
$2.5M · 41K shares
$2.5M · 26K shares
$2.5M · 10K shares
$2.4M · 32K shares
$2.4M · 34K shares
$2.4M · 37K shares
$2.3M · 13K shares
$2.3M · 23K shares
$2.2M · 24K shares
$2.2M · 26K shares
$2.2M · 47K shares
$2.1M · 6K shares
$2.1M · 7K shares
$2.1M · 24K shares
$2.1M · 9K shares
$2.1M · 78K shares
$2.0M · 5K shares
$2.0M · 4K shares
$2.0M · 74K shares
$2.0M · 85K shares
$2.0M · 11K shares
$2.0M · 40K shares
$2.0M · 16K shares
$1.9M · 66K shares
$1.9M · 11K shares
$1.9M · 6K shares
$1.9M · 41K shares
$1.9M · 19K shares
$1.8M · 37K shares
$1.8M · 14K shares
$1.8M · 14K shares
$1.7M · 33K shares
$1.7M · 26K shares
$1.7M · 4K shares
$1.7M · 24K shares
$1.7M · 17K shares
$1.7M · 22K shares
$1.7M · 18K shares
$1.7M · 24K shares
$1.7M · 18K shares
$1.7M · 26K shares
$1.6M · 16K shares
$1.6M · 8K shares
$1.6M · 52K shares
$1.6M · 9K shares
$1.6M · 5K shares
$1.6M · 25K shares
$1.5M · 8K shares
$1.5M · 32K shares
$1.5M · 31K shares
$1.5M · 6K shares
$1.5M · 13K shares
$1.4M · 24K shares
$1.4M · 4K shares
$1.4M · 3K shares
$1.4M · 18K shares
$1.4M · 18K shares
$1.4M · 18K shares
$1.4M · 31K shares
$1.4M · 8K shares
$1.3M · 11K shares
$1.3M · 7K shares
$1.3M · 16K shares
$1.3M · 30K shares
$1.3M · 14K shares
$1.3M · 6K shares
$1.3M · 4K shares
$1.3M · 8K shares
$1.2M · 6K shares
$1.2M · 8K shares
$1.2M · 3K shares
$1.2M · 44K shares
$1.2M · 20K shares
$1.2M · 23K shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.1M · 4K shares
$1.1M · 64K shares
$1.1M · 27K shares
$1.1M · 5K shares
$1.1M · 8K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.0M · 3K shares
$1.0M · 12K shares
$1.0M · 16K shares
$1.0M · 10K shares
$1.0M · 10K shares
$1.0M · 13K shares
$1.0M · 7K shares
$1.0M · 5K shares
$988K · 5K shares
$986K · 15K shares
$986K · 21K shares
$980K · 18K shares
$966K · 13K shares
$960K · 5K shares
$927K · 21K shares
$915K · 41K shares
$904K · 6K shares
$895K · 5K shares
$893K · 12K shares
$862K · 19K shares
$848K · 19K shares
$831K · 8K shares
$831K · 15K shares
$829K · 6K shares
$827K · 3K shares
$825K · 21K shares
$815K · 27K shares
$809K · 11K shares
$808K · 16K shares
$806K · 8K shares
$772K · 5K shares
$770K · 12K shares
$736K · 29K shares
$731K · 4K shares
$724K · 20K shares
$717K · 2K shares
$716K · 21K shares
$714K · 4K shares
$707K · 2K shares
$705K · 14K shares
$698K · 2K shares
$697K · 20K shares
$693K · 9K shares
$681K · 8K shares
$680K · 10K shares
$677K · 16K shares
$665K · 6K shares
$663K · 7K shares
$648K · 12K shares
$641K · 5K shares
$639K · 4K shares
$631K · 7K shares
$627K · 17K shares
$622K · 13K shares
$619K · 22K shares
$610K · 17K shares
$609K · 6K shares
$609K · 13K shares
$606K · 8K shares
$603K · 5K shares
$600K · 5K shares
$590K · 2K shares
$584K · 3K shares
$577K · 2K shares
$572K · 54K shares
$570K · 8K shares
$566K · 23K shares
$563K · 8K shares
$556K · 12K shares
$554K · 11K shares
$552K · 2K shares
$550K · 15K shares
$547K · 8K shares
$541K · 11K shares
$534K · 7K shares
$533K · 8K shares
$530K · 3K shares
$523K · 14K shares
$517K · 18K shares
$515K · 11K shares
$513K · 21K shares
$509K · 10K shares
$499K · 11K shares
$499K · 19K shares
$499K · 1K shares
$491K · 11K shares
$486K · 11K shares
$466K · 14K shares
$464K · 3K shares
$463K · 9K shares
$459K · 10K shares
$458K · 5K shares
$458K · 3K shares
$457K · 7K shares
$449K · 5K shares
$446K · 11K shares
$446K · 12K shares
$445K · 6K shares
$444K · 9K shares
$433K · 5K shares
$424K · 10K shares
$414K · 5K shares
$413K · 13K shares
$408K · 2K shares
$407K · 1K shares
$398K · 2K shares
$397K · 9K shares
$397K · 2K shares
$397K · 1K shares
$396K · 5K shares
$395K · 9K shares
$395K · 4K shares
$393K · 4K shares
$390K · 10K shares
$381K · 8K shares
$380K · 8K shares
$378K · 3K shares
$375K · 9K shares
$368K · 7K shares
$360K · 2K shares
$357K · 1K shares
$348K · 6K shares
$345K · 15K shares
$342K · 5K shares
$336K · 2K shares
$334K · 8K shares
$331K · 4K shares
$331K · 8K shares
$330K · 936 shares
$330K · 2K shares
$327K · 4K shares
$326K · 3K shares
$325K · 519K shares
$324K · 786 shares
$321K · 7K shares
$321K · 3K shares
$320K · 6K shares
$319K · 5K shares
$318K · 13K shares
$316K · 5K shares
$315K · 2K shares
$315K · 1K shares
$313K · 2K shares
$311K · 3K shares
$310K · 2K shares
$309K · 3K shares
$308K · 4K shares
$306K · 4K shares
$306K · 3K shares
$300K · 18K shares
$295K · 2K shares
$294K · 2K shares
$292K · 8K shares
$292K · 5K shares
$291K · 3K shares
$291K · 5K shares
$288K · 6K shares
$286K · 2K shares
$286K · 9K shares
$285K · 4K shares
$284K · 3K shares
$273K · 859 shares
$271K · 3K shares
$270K · 2K shares
$269K · 4K shares
$265K · 3K shares
$263K · 3K shares
$261K · 5K shares
$259K · 6K shares
$258K · 2K shares
$258K · 880 shares
$255K · 6K shares
$255K · 4K shares
$254K · 1K shares
$253K · 6K shares
$252K · 5K shares
$251K · 817 shares
$251K · 3K shares
$247K · 5K shares
$246K · 10K shares
$241K · 2K shares
$240K · 7K shares
$240K · 7K shares
$239K · 1K shares
$239K · 931 shares
$239K · 1K shares
$237K · 3K shares
$233K · 5K shares
$233K · 4K shares
$230K · 5K shares
$230K · 6K shares
$230K · 8K shares
$229K · 2K shares
$227K · 2K shares
$225K · 2K shares
$224K · 10K shares
$222K · 4K shares
$222K · 1K shares
$221K · 709 shares
$219K · 2K shares
$219K · 4K shares
$218K · 2K shares
$218K · 6K shares
$218K · 4K shares
$217K · 7K shares
$215K · 2K shares
$215K · 3K shares
$215K · 3K shares
$214K · 3K shares
$213K · 470 shares
$210K · 3K shares
$205K · 7K shares
$204K · 5K shares
$204K · 3K shares
$204K · 4K shares
$203K · 2K shares
$203K · 629 shares
$203K · 1K shares
$200K · 5K shares
$155K · 10K shares
$151K · 12K shares
$141K · 15K shares
$128K · 11K shares
$69K · 24K shares
$43K · 50K shares
$40K · 58K shares
$28K · 17K shares
$25K · 41K shares
$13K · 10K shares
$12K · 16K shares
$8K · 11K shares
$4K · 9K shares
$3K · 6K shares
$2K · 4K shares
$2K · 2K shares
$1K · 2K shares
$963 · 449 shares
$794 · 1K shares
$590 · 1K shares
$518 · 590 shares
$446 · 544 shares
$394 · 368 shares
$354 · 611 shares
$291 · 469 shares
$277 · 544 shares
$243 · 277 shares
$238 · 236 shares
$235 · 53 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 281 | $2.3B | 89.8% |
| Technology | 24 | $110.0M | 4.3% |
| Unknown | 18 | $30.6M | 1.2% |
| Consumer Cyclical | 10 | $24.6M | 1.0% |
| Consumer Defensive | 9 | $23.9M | 0.9% |
| Healthcare | 21 | $19.5M | 0.8% |
| Industrials | 26 | $16.2M | 0.6% |
| Communication Services | 7 | $16.1M | 0.6% |
| Energy | 11 | $10.1M | 0.4% |
| Utilities | 9 | $10.0M | 0.4% |
| Basic Materials | 4 | $1.6M | 0.1% |
| Real Estate | 1 | $225K | 0.0% |