§ 13F · FUND PROFILE
Retirement Planning Group, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $2350.8T (13F)Positions · 304Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.7T 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 FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 519K | $325.3T | 10.7% | +4% |
| 2 | QGRW | WISDOMTREE TR | 4.21M | $247.2T | 8.1% | +3% |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | 4.96M | $193.1T | 6.3% | +4% |
| 4 | FSMD | FIDELITY COVINGTON TRUST | 4.02M | $177.4T | 5.8% | +6% |
| 5 | PYLD | PIMCO ETF TR | 5.77M | $153.9T | 5.1% | +9% |
| 6 | UBND | VICTORY PORTFOLIOS II | 6.50M | $143.1T | 4.7% | +9% |
| 7 | FDVV | FIDELITY COVINGTON TRUST | 2.31M | $131.2T | 4.3% | +5% |
| 8 | DIVO | AMPLIFY ETF TR | 2.89M | $128.8T | 4.2% | +4% |
| 9 | FRDM | EA SERIES TRUST | 2.42M | $123.9T | 4.1% | +1% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 2.49M | $114.6T | 3.8% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Planning Group, LLC is a Income / Defensive fund managing $2350773.3 trillion in assets. The fund runs a broad portfolio of 304 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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