§ 13F · FUND PROFILE
New England Professional Planning Group Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 46Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 128K | $83M | 34.9% | +2% |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | 778K | $59M | 24.6% | +2% |
| 3 | IJH | ISHARES TR | 670K | $45M | 18.9% | +2% |
| 4 | IJR | ISHARES TR | 177K | $22M | 9.2% | +2% |
| 5 | RJF | RAYMOND JAMES FINL INC | 47K | $7M | 2.8% | ±0% |
| 6 | IXUS | ISHARES TR | 22K | $2M | 0.8% | −14% |
| 7 | XOM | EXXON MOBIL CORP | 8K | $1M | 0.6% | −13% |
| 8 | AAPL | APPLE INC | 5K | $1M | 0.5% | +1% |
| 9 | SLV | ISHARES SILVER TR | 18K | $1M | 0.5% | +1% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 8K | $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 $220 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed