§ 13F · FUND PROFILE
Retirement Planning Co of New England, Inc..
AUM · $278M (13F)Positions · 260Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 47K | $9M | 3.4% | −11% |
| 2 | AAPL | APPLE INC | 32K | $9M | 3.3% | −9% |
| 3 | ZVRA | ZEVRA THERAPEUTICS INC | 634K | $9M | 3.3% | −3% |
| 4 | QQQ | INVESCO QQQ TR | 12K | $9M | 3.1% | −1% |
| 5 | GOOGL | ALPHABET INC | 18K | $6M | 2.3% | −5% |
| 6 | GOOG | ALPHABET INC | 15K | $5M | 1.9% | −6% |
| 7 | AVGO | BROADCOM INC | 14K | $5M | 1.8% | −11% |
| 8 | ABBV | ABBVIE INC | 20K | $5M | 1.8% | −1% |
| 9 | BA | BOEING CO | 23K | $5M | 1.8% | +13% |
| 10 | AMZN | AMAZON COM INC | 20K | $5M | 1.7% | −4% |
§ 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 $278 million in assets. The fund runs a broad portfolio of 260 positions.
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