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 201–250 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| OKE | ONEOK INC NEW | 12K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 19K | $500K+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| IGV | ISHARES TR | 8K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 15K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 6K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| UAUG | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 11K | $500K+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| FHB | FIRST HAWAIIAN INC | 29K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 20K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| IYZ | ISHARES TR | 21K | $500K+ | SH |
| CR | CRANE COMPANY | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 14K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 2K | $500K+ | SH |
| PPL | PPL CORP | 20K | $500K+ | SH |
| SCZ | ISHARES TR | 9K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| FXD | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| RUSHA | RUSH ENTERPRISES INC | 12K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| AAXJ | ISHARES TR | 7K | $500K+ | SH |
| BOTZ | GLOBAL X FDS | 17K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| DRSK | ETF SER SOLUTIONS | 22K | $500K+ | SH |
| TMSL | T ROWE PRICE ETF INC | 17K | $500K+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 13K | $500K+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 6K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| IYF | ISHARES TR | 5K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |