1y return+21.5%S&P 500 +20.9%
3y return+67.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $152 against $157 in the S&P 500.2
Retirement Planning Co of New England, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $9.4M | 3.4% | −10.5% |
| AAPLApple Inc | $9.2M | 3.3% | −9.1% |
| ZVRAZevra Therapeutics Inc | $9.1M | 3.3% | −2.6% |
| QQQInvesco Qqq Tr | $8.7M | 3.1% | |
| GOOGLAlphabet Inc | $6.3M | 2.3% | −5.3% |
| GOOGAlphabet Inc | $5.2M | 1.9% | −6.4% |
| AVGOBroadcom Inc | $5.1M | 1.8% | −11.4% |
| ABBVAbbvie Inc | $5.1M | 1.8% | |
| BABoeing Co | $5.0M | 1.8% | +12.9% |
| AMZNAmazon Com Inc | $4.8M | 1.7% | −4.0% |
| METAMeta Platforms Inc | $4.4M | 1.6% | +4.4% |
| Eaton Corp PLCCUSIP G29183103 | $3.9M | 1.4% | −2.2% |
| MSFTMicrosoft Corp | $3.7M | 1.3% | |
| TQQQProshares Tr | $3.6M | 1.3% | −7.0% |
| BXBlackstone Inc | $3.5M | 1.3% | |
| EIPIFirst Tr Exchng Traded Fd Vi | $3.2M | 1.2% | |
| VOVanguard Index Fds | $3.1M | 1.1% | −1.4% |
| LLYEli Lilly & Co | $2.9M | 1.0% | |
| RTXRtx Corporation | $2.9M | 1.0% | |
| INTCIntel Corp | $2.9M | 1.0% | −15.5% |
| VVisa Inc | $2.8M | 1.0% | −2.4% |
| GSGoldman Sachs Group Inc | $2.8M | 1.0% | −1.3% |
| MUMicron Technology Inc | $2.8M | 1.0% | −34.0% |
| UNHUnitedhealth Group Inc | $2.7M | 1.0% | +147.6% |
| CVSCvs Health Corp | $2.6M | 0.9% | −5.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| USDProshares Tr | December 31, 2021 | +689.9% | $2.6M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $9.4M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $5.1M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $2.2M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $2.9M |
| GSGoldman Sachs Group Inc | December 31, 2021 | +164.4% | $2.8M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $6.3M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2021 | +146.6% | $3.9M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $5.2M |
| ROMProshares Tr | December 31, 2021 | +143.7% | $2.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- Dupont De Nemours IncCUSIP 26614N102 was $326K
- ADBEAdobe Inc was $218K
- MKTXMarketaxess Hldgs Inc was $206K
- IBITIshares Bitcoin Trust Etf was $205K
- FEFirstenergy Corp was $205K
- XLFSelect Sector Spdr Tr was $202K
- RGTIRigetti Computing Inc was $191K
- ICLNIshares Tr was $189K
- Themes Etf TrCUSIP 88340C685 was $120K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +13.4% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Retirement Planning Co of New England, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1817693&type=13F-HR&dateb=&owner=include&count=40CIK 1817693
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1817693/000117266126002949/Filed July 30, 2026 · accession 0001172661-26-002949