CIK 1508195
Retirement Planning Group, LLC
Institutional 13F holdings & portfolio
Holdings
421
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | 13K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 24K | $1M+ | SH |
| IWV | ISHARES TR | 4K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 18K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 8K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 11K | $1M+ | SH |
| URTH | ISHARES INC | 7K | $1M+ | SH |
| IMCV | ISHARES TR | 16K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| BTCI | NEOS ETF TRUST | 30K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 14K | $1M+ | SH |
| RGLD | ROYAL GOLD INC | 6K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 20K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 23K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 64K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 27K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 8K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 5K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| IJH | ISHARES TR | 16K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 10K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 10K | $1M+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 13K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 7K | $1M+ | SH |
| IYW | ISHARES TR | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 15K | $500K+ | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 21K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 13K | $500K+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 449 | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| ACIO | ETF SER SOLUTIONS | 21K | $500K+ | SH |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | 41K | $500K+ | SH |