Retirement Planning Group, LLC
CIK: 1508195SEC EDGAR →
Portfolio Value
$2.3T
Holdings
481
As of
Q1 2026
New Positions
481
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 4,330,872 | $231.4B | 9.98% |
| 2 | FIDELITY COVINGTON TRUST | 5,165,395 | $231.0B | 9.96% |
| 3 | FRANKLIN TEMPLETON ETF TR | 5,659,717 | $225.3B | 9.72% |
| 4 | PIMCO ETF TR | 6,463,927 | $169.4B | 7.31% |
| 5 | VICTORY PORTFOLIOS II | 7,358,557 | $160.3B | 6.91% |
| 6 | AMPLIFY ETF TR | 3,180,704 | $142.7B | 6.15% |
| 7 | FIDELITY COVINGTON TRUST | 2,532,542 | $139.9B | 6.03% |
| 8 | EA SERIES TRUST | 2,549,629 | $139.3B | 6.01% |
| 9 | FIDELITY MERRIMACK STR TR | 2,843,873 | $129.7B | 5.60% |
| 10 | ETFIS SER TR I | 4,467,291 | $101.6B | 4.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 315 | $2.3T | 97.5% |
| Unknown | 26 | $26.6B | 1.1% |
| Energy | 22 | $8.0B | 0.3% |
| Utilities | 11 | $7.7B | 0.3% |
| Consumer Defensive | 8 | $4.4B | 0.2% |
| Technology | 27 | $3.7B | 0.2% |
| Communication Services | 7 | $2.4B | 0.1% |
| Consumer Cyclical | 12 | $2.1B | 0.1% |
| Basic Materials | 7 | $2.0B | 0.1% |
| Healthcare | 19 | $1.8B | 0.1% |
| Industrials | 26 | $22.2M | 0.0% |
| Real Estate | 1 | $252K | 0.0% |