§ 13F · FUND PROFILE
Retirement Planning Co of New England, Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $224.5T (13F)Positions · 233Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T 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 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 53K | $9.9T | 4.0% | −3% |
| 2 | AAPL | APPLE INC | 34K | $9.2T | 3.7% | −3% |
| 3 | QQQ | INVESCO QQQ TR | 12K | $7.2T | 2.9% | −3% |
| 4 | ZVRA | ZEVRA THERAPEUTICS INC | 663K | $5.9T | 2.4% | +10% |
| 5 | GOOGL | ALPHABET INC | 18K | $5.7T | 2.3% | −5% |
| 6 | AVGO | BROADCOM INC | 15K | $5.2T | 2.1% | −2% |
| 7 | BA | BOEING CO | 23K | $4.9T | 2.0% | +28% |
| 8 | AMZN | AMAZON COM INC | 21K | $4.8T | 1.9% | ±0% |
| 9 | GOOG | ALPHABET INC | 15K | $4.8T | 1.9% | −7% |
| 10 | MSFT | MICROSOFT CORP | 10K | $4.7T | 1.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Planning Co of New England, Inc. is a Income / Defensive fund managing $224531.7 trillion in assets. The fund runs a broad portfolio of 233 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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