§ 13F · FUND PROFILE
New England Professional Planning Group Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $219.5T (13F)Positions · 46Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$238.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 126K | $86.2T | 36.1% | NEW |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | 766K | $57.3T | 24.0% | NEW |
| 3 | IJH | ISHARES TR | 657K | $43.3T | 18.2% | NEW |
| 4 | IJR | ISHARES TR | 175K | $21.0T | 8.8% | NEW |
| 5 | RJF | RAYMOND JAMES FINL INC | 47K | $7.5T | 3.1% | NEW |
| 6 | IXUS | ISHARES TR | 26K | $2.2T | 0.9% | NEW |
| 7 | AAPL | APPLE INC | 5K | $1.3T | 0.6% | NEW |
| 8 | XOM | EXXON MOBIL CORP | 10K | $1.2T | 0.5% | NEW |
| 9 | SLV | ISHARES SILVER TR | 18K | $1.1T | 0.5% | NEW |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 8K | $1.1T | 0.4% | NEW |
§ 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 $219502.5 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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