1y return+18.9%S&P 500 +20.9%
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, 2024: $125 against $127 in the S&P 500.2
Retirement Planning Group, LLC / NyS&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 |
|---|---|---|---|
| JEPIJ P Morgan Exchange Traded F | $15.1M | 8.2% | +9.3% |
| QQQInvesco Qqq Tr | $13.2M | 7.2% | −2.7% |
| RWLInvesco Exch Traded Fd Tr II | $11.0M | 6.0% | +9.2% |
| SCHDSchwab Strategic Tr | $7.6M | 4.1% | +19.7% |
| RECSColumbia Etf Tr I | $7.4M | 4.0% | +18.1% |
| QQQMInvesco Exch Traded Fd Tr II | $7.2M | 3.9% | +13.7% |
| PAVEGlobal X Fds | $7.1M | 3.9% | +1.6% |
| JEPQJ P Morgan Exchange Traded F | $6.5M | 3.6% | +22.8% |
| AAPLApple Inc | $6.3M | 3.4% | +5.4% |
| LVHILegg Mason Etf Invt | $5.5M | 3.0% | +6.5% |
| QYLDGlobal X Fds | $5.1M | 2.8% | +1.6% |
| GEGe Aerospace | $4.3M | 2.3% | +2.3% |
| JCENuveen Core Equity Alpha Fd | $4.2M | 2.3% | −1.9% |
| RFDAAlps Etf Tr | $4.1M | 2.2% | −3.2% |
| XLESelect Sector Spdr Tr | $4.1M | 2.2% | −2.4% |
| XLFSelect Sector Spdr Tr | $4.1M | 2.2% | |
| NVDANvidia Corporation | $3.8M | 2.1% | +2.3% |
| GEVGe Vernova Inc | $3.5M | 1.9% | +2.8% |
| CRUXColumbia Etf Tr I | $3.5M | 1.9% | New |
| HEFAIshares Tr | $2.8M | 1.5% | +3.9% |
| PDIPimco Dynamic Income Fd | $2.7M | 1.5% | −11.1% |
| VONEVanguard Scottsdale Fds | $2.5M | 1.4% | −2.3% |
| HYDBIshares Tr | $2.5M | 1.4% | −4.7% |
| DJDInvesco Exchange Traded Fd T | $1.8M | 1.0% | −1.6% |
| QUALIshares Tr | $1.8M | 1.0% |
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 |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $3.5M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $965K |
| GEGe Aerospace | December 31, 2024 | +124.1% | $4.3M |
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $1.5M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $958K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.8M |
| PAVEGlobal X Fds | December 31, 2024 | +45.8% | $7.1M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $13.2M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2024 | +44.0% | $7.2M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $1.0M |
Sold off last quarter
- HYFIAb Active Etfs Inc was $225K
- VEAVanguard Tax-managed Fds was $206K
- GEHCGe Healthcare Technologies I was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Retirement Planning Group, LLC / Ny Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2057004&type=13F-HR&dateb=&owner=include&count=40CIK 2057004
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2057004/000195175726001182/Filed August 7, 2026 · accession 0001951757-26-001182