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Portfolio (Quarterly) Guide ↗

RETIREMENT PLANNING GROUP, LLC / NY

· CIK 0002057004
13F Portfolio $184M AUM 108 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 24 New 49 Added 26 Reduced 3 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 267,107.0 $15.1M 8.22% +37K +16.0% $56.48 +2.3%
2 RWL INVESCO EXCH TRADED FD TR II 86,318.0 $11.0M 6.01% +16K +22.8% $127.76 +5.0%
3 SCHD SCHWAB STRATEGIC TR 239,184.0 $7.6M 4.13% +68K +39.4% $31.71 +10.1%
4 RECS COLUMBIA ETF TR I 171,662.0 $7.4M 4.05% +49K +40.4% $43.28 +4.8%
5 QQQM INVESCO EXCH TRADED FD TR II 23,707.0 $7.2M 3.91% +6K +34.5% $302.97 -2.6%
6 PAVE GLOBAL X FDS 120,474.0 $7.1M 3.87% +1K +1.2% $59.02 -6.3%
7 JEPQ J P MORGAN EXCHANGE TRADED F 106,324.0 $6.5M 3.56% +39K +57.7% $61.46 -2.1%
8 AAPL APPLE INC Technology 21,675.0 $6.3M 3.42% +1K +5.9% $289.36 +10.5%
9 LVHI LEGG MASON ETF INVT 136,096.0 $5.5M 3.01% +17K +13.9% $40.59 +5.6%
10 QYLD GLOBAL X FDS 275,764.0 $5.1M 2.77% +4K +1.4% $18.43 -0.9%
11 GE GE AEROSPACE Industrials 11,447.0 $4.3M 2.33% +61.0 +0.5% $373.75 -8.3%
12 NVDA NVIDIA CORPORATION Technology 19,006.0 $3.8M 2.07% +3K +16.6% $200.09 +8.7%
13 GEV GE VERNOVA INC Utilities 3,006.0 $3.5M 1.93% +88.0 +3.0% $1175.52 -22.4%
14 HEFA ISHARES TR 59,555.0 $2.8M 1.52% +4K +7.0% $46.93 +0.8%
15 XOM EXXON MOBIL CORP Energy 12,019.0 $1.6M 0.90% +127.0 +1.1% $136.72 +14.6%
16 IVV ISHARES TR 2,135.0 $1.6M 0.87% +310.0 +17.0% $748.74 +3.2%
17 VBR VANGUARD INDEX FDS 6,374.0 $1.5M 0.84% +2K +57.8% $242.97 +1.6%
18 SMH VANECK ETF TRUST 2,220.0 $1.5M 0.79% +1K +194.8% $655.87 -15.7%
19 MSFT MICROSOFT CORP Technology 3,293.0 $1.2M 0.67% +434.0 +15.2% $373.06 +37.7%
20 HD HOME DEPOT INC Consumer Cyclical 3,416.0 $1.2M 0.66% +108.0 +3.3% $352.64 -6.4%
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.9%
Technology 25.6%
Industrials 8.1%
Healthcare 6.2%
Utilities 5.9%
Consumer Cyclical 4.4%
Energy 4.0%
Communication Services 3.2%
Consumer Defensive 2.4%
Real Estate 0.9%