§ 13F · FUND PROFILE
RETIREMENT PLANNING GROUP, LLC / NY.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $113.8T (13F)Positions · 77Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0T 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 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | 230K | $13.3T | 9.1% | +17% |
| 2 | QQQ | INVESCO QQQ TR | 19K | $11.7T | 8.0% | −2% |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | 70K | $8.1T | 5.5% | +15% |
| 4 | PAVE | GLOBAL X FDS | 119K | $5.7T | 3.9% | +3% |
| 5 | AAPL | APPLE INC | 20K | $5.6T | 3.8% | +80% |
| 6 | RECS | COLUMBIA ETF TR I | 122K | $5.0T | 3.4% | +17% |
| 7 | QYLD | GLOBAL X FDS | 272K | $4.8T | 3.3% | ±0% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 172K | $4.7T | 3.2% | +57% |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 18K | $4.5T | 3.0% | +15% |
| 10 | LVHI | LEGG MASON ETF INVT | 119K | $4.4T | 3.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
RETIREMENT PLANNING GROUP, LLC / NY is a Income / Defensive fund managing $113800.9 trillion in assets. The fund runs a portfolio of 77 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