Retirement Planning Group, LLC

Est. AUM

$3.23B

13F long equity, this entity only

Positions

481

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$292.0M	488714	9.05%	SOLE
2	WISDOMTREE TR	US QUALITY GROW	$231.4M	4330872	7.17%	SOLE
3	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$231.0M	5165395	7.16%	SOLE
4	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$225.3M	5659717	6.98%	SOLE
5	PIMCO ETF TR	MULTISECTOR BD	$169.4M	6463927	5.25%	SOLE
6	VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$160.3M	7358557	4.97%	SOLE
7	AMPLIFY ETF TR	CWP ENHANCED DIV	$142.7M	3180704	4.42%	SOLE
8	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$139.9M	2532542	4.33%	SOLE
9	EA SERIES TRUST	FREEDOM 100 EM	$139.3M	2549629	4.32%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$129.7M	2843873	4.02%	SOLE
11	ETFIS SER TR I	VIRTUS NEWFLEET	$101.6M	4467291	3.15%	SOLE
12	NEOS ETF TRUST	NEOS ENHCD INME	$95.0M	2012440	2.94%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$57.3M	979118	1.78%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$50.5M	50707	1.57%	SOLE
15	APPLE INC	COM	$41.0M	161459	1.27%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$36.8M	56650	1.14%	SOLE
17	VANGUARD INDEX FDS	GROWTH ETF	$31.7M	72519	0.98%	SOLE
18	SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.3M	1086268	0.84%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$23.7M	120954	0.74%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$21.8M	37789	0.68%	SOLE
21	FEDERATED HERMES ETF TRUST	HERMES TOTAL RET	$21.5M	853548	0.66%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$21.0M	97861	0.65%	SOLE
23	MICROSOFT CORP	COM	$20.4M	55010	0.63%	SOLE
24	WISDOMTREE TR	US TOTAL DIVIDND	$20.3M	235615	0.63%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$20.3M	201228	0.63%	SOLE
26	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$19.7M	157795	0.61%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$18.1M	320005	0.56%	SOLE
28	ISHARES TR	MSCI INTL QUALTY	$15.7M	339405	0.49%	SOLE
29	NEOS ETF TRUST	NEOS ENH INC 1-3	$14.3M	288073	0.44%	SOLE
30	WALMART INC	COM	$13.9M	112007	0.43%	SOLE
31	AMAZON COM INC	COM	$13.4M	64105	0.41%	SOLE
32	VANGUARD WORLD FD	INF TECH ETF	$11.2M	16070	0.35%	SOLE
33	NVIDIA CORPORATION	COM	$10.8M	62044	0.34%	SOLE
34	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.7M	367237	0.33%	SOLE
35	WISDOMTREE TR	US QTLY DIV GRT	$10.2M	115736	0.31%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$9.9M	30883	0.31%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$9.8M	90616	0.30%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$9.7M	118459	0.30%	SOLE
39	TOUCHSTONE ETF TRUST	SECURITIZED INCO	$9.5M	366584	0.29%	SOLE
40	SPDR GOLD TR	GOLD SHS	$8.9M	20788	0.28%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.1M	125729	0.25%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$7.8M	11942	0.24%	SOLE
43	ISHARES TR	S&P 500 GRWT ETF	$7.6M	67254	0.24%	SOLE
44	PACER FDS TR	US CASH COWS 100	$7.5M	119239	0.23%	SOLE
45	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.1M	287950	0.22%	SOLE
46	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.8M	92806	0.21%	SOLE
47	EXXON MOBIL CORP	COM	$6.8M	40014	0.21%	SOLE
48	VANGUARD INDEX FDS	EXTEND MKT ETF	$6.4M	31254	0.20%	SOLE
49	VANGUARD BD INDEX FDS	INTERMED TERM	$6.3M	81607	0.20%	SOLE
50	GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$6.2M	122173	0.19%	SOLE

1–50 of 481

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.