Retirement Planning Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$3.0B
Holdings
421
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (421 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CVXCHEVRON CORP NEW | 5,937 | $904K | 0.03% | |
| 202 | ORCLORACLE CORP | 4,595 | $895K | 0.03% | |
| 203 | OKEONEOK INC NEW | 12,155 | $893K | 0.03% | |
| 204 | RSPTINVESCO EXCHANGE TRADED FD T | 18,941 | $862K | 0.03% | |
| 205 | PMARINNOVATOR ETFS TRUST | 18,877 | $848K | 0.03% | |
| 206 | IGVISHARES TR | 7,870 | $831K | 0.03% | |
| 207 | BACBANK AMERICA CORP | 15,115 | $831K | 0.03% | |
| 208 | APHAMPHENOL CORP NEW | 6,141 | $829K | 0.03% | |
| 209 | CRMSALESFORCE INC | 3,123 | $827K | 0.03% | |
| 210 | UAUGINNOVATOR ETFS TRUST | 20,669 | $825K | 0.03% | |
| 211 | SCHMSCHWAB STRATEGIC TR | 27,118 | $815K | 0.03% | |
| 212 | BNSBANK NOVA SCOTIA HALIFAX | 10,988 | $809K | 0.03% | |
| 213 | JVALJ P MORGAN EXCHANGE TRADED F | 16,464 | $808K | 0.03% | |
| 214 | IWRISHARES TR | 8,378 | $806K | 0.03% | |
| 215 | NOCNORTHROP GRUMMAN CORP | 1,393 | $794K | 0.03% | |
| 216 | AQLTISHARES TR | 5,475 | $772K | 0.03% | |
| 217 | BBJPJ P MORGAN EXCHANGE TRADED F | 11,691 | $770K | 0.03% | |
| 218 | FHBFIRST HAWAIIAN INC | 29,112 | $736K | 0.02% | |
| 219 | DWDMORGAN STANLEY | 4,121 | $731K | 0.02% | |
| 220 | HFSIHARTFORD FDS EXCHANGE TRADED | 20,411 | $724K | 0.02% | |
| 221 | UNHUNITEDHEALTH GROUP INC | 2,175 | $717K | 0.02% | |
| 222 | IYZISHARES TR | 21,143 | $716K | 0.02% | |
| 223 | CRCRANE COMPANY | 3,876 | $714K | 0.02% | |
| 224 | AXPAMERICAN EXPRESS CO | 1,912 | $707K | 0.02% | |
| 225 | VTEBVANGUARD MUN BD FDS | 14,027 | $705K | 0.02% | |
| 226 | LPLALPL FINL HLDGS INC | 1,957 | $698K | 0.02% | |
| 227 | PPLPPL CORP | 19,911 | $697K | 0.02% | |
| 228 | SCZISHARES TR | 8,944 | $693K | 0.02% | |
| 229 | VGKVANGUARD INTL EQUITY INDEX F | 8,151 | $681K | 0.02% | |
| 230 | FXDFIRST TR EXCHANGE TRADED FD | 9,960 | $680K | 0.02% | |
| 231 | PAUGINNOVATOR ETFS TRUST | 15,663 | $677K | 0.02% | |
| 232 | MRKMERCK & CO INC | 6,323 | $665K | 0.02% | |
| 233 | AGGISHARES TR | 6,640 | $663K | 0.02% | |
| 234 | RUSHARUSH ENTERPRISES INC | 12,032 | $648K | 0.02% | |
| 235 | GILDGILEAD SCIENCES INC | 5,226 | $641K | 0.02% | |
| 236 | QCOMQUALCOMM INC | 3,737 | $639K | 0.02% | |
| 237 | AAXJISHARES TR | 6,779 | $631K | 0.02% | |
| 238 | BOTZGLOBAL X FDS | 17,319 | $627K | 0.02% | |
| 239 | IBITISHARES BITCOIN TRUST ETF | 12,538 | $622K | 0.02% | |
| 240 | DRSKETF SER SOLUTIONS | 21,776 | $619K | 0.02% | |
| 241 | TMSLT ROWE PRICE ETF INC | 17,003 | $610K | 0.02% | |
| 242 | HIMUBLACKROCK ETF TRUST II | 12,525 | $609K | 0.02% | |
| 243 | VTECVANGUARD CALIF TAX FREE FDS | 6,077 | $609K | 0.02% | |
| 244 | NEENEXTERA ENERGY INC | 7,550 | $606K | 0.02% | |
| 245 | DISDISNEY WALT CO | 5,301 | $603K | 0.02% | |
| 246 | IYFISHARES TR | 4,657 | $600K | 0.02% | |
| 247 | VONEVANGUARD SCOTTSDALE FDS | 1,910 | $590K | 0.02% | |
| 248 | MAMASTERCARD INCORPORATED | 1,034 | $590K | 0.02% | |
| 249 | IWDISHARES TR | 2,779 | $584K | 0.02% | |
| 250 | GDGENERAL DYNAMICS CORP | 1,715 | $577K | 0.02% | |
| 251 | WTTRSELECT WATER SOLUTIONS INC | 54,443 | $572K | 0.02% | |
| 252 | SYYSYSCO CORP | 7,737 | $570K | 0.02% | |
| 253 | IDUBETF SER SOLUTIONS | 23,273 | $566K | 0.02% | |
| 254 | VEUVANGUARD INTL EQUITY INDEX F | 7,662 | $563K | 0.02% | |
| 255 | BMAYINNOVATOR ETFS TRUST | 12,415 | $556K | 0.02% | |
| 256 | ROBTFIRST TR EXCHANGE TRADED FD | 10,698 | $554K | 0.02% | |
| 257 | MUMICRON TECHNOLOGY INC | 1,936 | $552K | 0.02% | |
| 258 | DUBSETF SER SOLUTIONS | 14,606 | $550K | 0.02% | |
| 259 | RDVYFIRST TR EXCHANGE TRADED FD | 7,875 | $547K | 0.02% | |
| 260 | VUSBVANGUARD BD INDEX FDS | 10,871 | $541K | 0.02% | |
| 261 | CRWVCOREWEAVE INC | 7,465 | $534K | 0.02% | |
| 262 | IYHISHARES TR | 8,192 | $533K | 0.02% | |
| 263 | HONHONEYWELL INTL INC | 2,722 | $530K | 0.02% | |
| 264 | SDVYFIRST TR EXCHANGE-TRADED FD | 13,670 | $523K | 0.02% | |
| 265 | GSGOLDMAN SACHS GROUP INC | 590 | $518K | 0.02% | |
| 266 | SCHASCHWAB STRATEGIC TR | 18,178 | $517K | 0.02% | |
| 267 | IYEISHARES TR | 10,851 | $515K | 0.02% | |
| 268 | TAT&T INC | 20,682 | $513K | 0.02% | |
| 269 | TFCTRUIST FINL CORP | 10,358 | $509K | 0.02% | |
| 270 | FEFIRSTENERGY CORP | 11,163 | $499K | 0.02% | |
| 271 | FNDBSCHWAB STRATEGIC TR | 18,787 | $499K | 0.02% | |
| 272 | SYKSTRYKER CORPORATION | 1,421 | $499K | 0.02% | |
| 273 | SPDWSPDR INDEX SHS FDS | 11,072 | $491K | 0.02% | |
| 274 | MISLFIRST TR EXCHANGE-TRADED FD | 11,371 | $486K | 0.02% | |
| 275 | SCHESCHWAB STRATEGIC TR | 14,256 | $466K | 0.02% | |
| 276 | ODFLOLD DOMINION FREIGHT LINE IN | 2,963 | $464K | 0.02% | |
| 277 | BSEPINNOVATOR ETFS TRUST | 9,418 | $463K | 0.02% | |
| 278 | BNOVINNOVATOR ETFS TRUST | 10,338 | $459K | 0.02% | |
| 279 | AQLTISHARES TR | 5,121 | $458K | 0.02% | |
| 280 | VTVANGUARD INTL EQUITY INDEX F | 3,249 | $458K | 0.02% | |
| 281 | BLVVANGUARD BD INDEX FDS | 6,574 | $457K | 0.02% | |
| 282 | SPTMSPDR SERIES TRUST | 5,445 | $449K | 0.01% | |
| 283 | MCKMCKESSON CORP | 544 | $446K | 0.01% | |
| 284 | PMAYINNOVATOR ETFS TRUST | 11,267 | $446K | 0.01% | |
| 285 | OSCVETF SER SOLUTIONS | 12,060 | $446K | 0.01% | |
| 286 | LRGFISHARES TR | 6,413 | $445K | 0.01% | |
| 287 | ADMEETF SER SOLUTIONS | 8,655 | $444K | 0.01% | |
| 288 | FTNTFORTINET INC | 5,456 | $433K | 0.01% | |
| 289 | PNOVINNOVATOR ETFS TRUST | 10,164 | $424K | 0.01% | |
| 290 | EWJISHARES INC | 5,140 | $414K | 0.01% | |
| 291 | UAPRINNOVATOR ETFS TRUST | 12,617 | $413K | 0.01% | |
| 292 | VAWVANGUARD WORLD FD | 1,967 | $408K | 0.01% | |
| 293 | NSCNORFOLK SOUTHN CORP | 1,413 | $407K | 0.01% | |
| 294 | BABOEING CO | 1,837 | $398K | 0.01% | |
| 295 | UHSUNIVERSAL HLTH SVCS INC | 1,823 | $397K | 0.01% | |
| 296 | EWUISHARES TR | 9,032 | $397K | 0.01% | |
| 297 | TRVTRAVELERS COMPANIES INC | 1,371 | $397K | 0.01% | |
| 298 | FIDUFIDELITY COVINGTON TRUST | 4,810 | $396K | 0.01% | |
| 299 | POCTINNOVATOR ETFS TRUST | 9,010 | $395K | 0.01% | |
| 300 | MDTMEDTRONIC PLC | 4,121 | $395K | 0.01% |