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 251–300 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTTR | SELECT WATER SOLUTIONS INC | 54K | $500K+ | SH |
| SYY | SYSCO CORP | 8K | $500K+ | SH |
| IDUB | ETF SER SOLUTIONS | 23K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| BMAY | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| DUBS | ETF SER SOLUTIONS | 15K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| CRWV | COREWEAVE INC | 7K | $500K+ | SH |
| IYH | ISHARES TR | 8K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 590 | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| IYE | ISHARES TR | 11K | $500K+ | SH |
| T | AT&T INC | 21K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 10K | $500K+ | SH |
| FE | FIRSTENERGY CORP | 11K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| FNDB | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 3K | $100K–$500K | SH |
| BSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| BNOV | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 7K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| OSCV | ETF SER SOLUTIONS | 12K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 544 | $100K–$500K | SH |
| PMAY | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| LRGF | ISHARES TR | 6K | $100K–$500K | SH |
| ADME | ETF SER SOLUTIONS | 9K | $100K–$500K | SH |
| FTNT | FORTINET INC | 5K | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| EWJ | ISHARES INC | 5K | $100K–$500K | SH |
| UAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| UHS | UNIVERSAL HLTH SVCS INC | 2K | $100K–$500K | SH |
| EWU | ISHARES TR | 9K | $100K–$500K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |