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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HYFI	AB ACTIVE ETFS INC	—	7,595	$287K	0.20%	SOLD
2	GEHC	GE HEALTHCARE TECHNOLOGIES I	Healthcare	3,085	$253K	0.17%	SOLD
3	—	FIDELITY GREENWOOD STREET TR	—	8,523	$244K	0.17%	SOLD

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%