§ 13F · FUND PROFILE
New England Professional Planning Group Inc..
AUM · $268M (13F)Positions · 50Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$740K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 127K | $95M | 35.5% | −1% |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | 762K | $63M | 23.5% | −2% |
| 3 | IJH | ISHARES TR | 669K | $52M | 19.3% | ±0% |
| 4 | IJR | ISHARES TR | 177K | $26M | 9.8% | ±0% |
| 5 | RJF | RAYMOND JAMES FINL INC | 47K | $7M | 2.7% | ±0% |
| 6 | IXUS | ISHARES TR | 23K | $2M | 0.8% | +3% |
| 7 | AAPL | APPLE INC | 5K | $1M | 0.5% | ±0% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 8K | $1M | 0.4% | ±0% |
| 9 | UNP | UNION PAC CORP | 4K | $1M | 0.4% | −2% |
| 10 | VTI | VANGUARD INDEX FDS | 3K | $1M | 0.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New England Professional Planning Group Inc. is a Other fund managing $268 million in assets. The fund runs a portfolio of 50 positions.
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