New England Professional Planning Group Inc.

Est. AUM

$239.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$83.5M	127781	34.89%	SOLE
2	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$58.9M	777722	24.62%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$45.3M	670269	18.92%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$22.0M	177333	9.21%	SOLE
5	RAYMOND JAMES FINL INC	COM	$6.8M	46834	2.83%	SOLE
6	ISHARES TR	CORE MSCI TOTAL	$1.9M	22091	0.80%	SOLE
7	EXXON MOBIL CORP	COM	$1.4M	8494	0.60%	SOLE
8	APPLE INC	COM	$1.2M	4859	0.52%	SOLE
9	ISHARES SILVER TR	ISHARES	$1.2M	17774	0.51%	SOLE
10	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.0M	7574	0.44%	SOLE
11	UNION PAC CORP	COM	$999K	4116	0.42%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$900K	2804	0.38%	SOLE
13	ISHARES TR	RUSSELL 2000 ETF	$834K	3365	0.35%	SOLE
14	ISHARES TR	RUS MID CAP ETF	$783K	8052	0.33%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$775K	4040	0.32%	SOLE
16	ISHARES TR	RUS 1000 GRW ETF	$644K	1510	0.27%	SOLE
17	NVIDIA CORPORATION	COM	$605K	3469	0.25%	SOLE
18	ISHARES TR	MSCI ACWI EX US	$600K	8757	0.25%	SOLE
19	PFIZER INC	COM	$551K	19611	0.23%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$523K	1092	0.22%	SOLE
21	BROADCOM INC	COM	$482K	1556	0.20%	SOLE
22	CISCO SYS INC	COM	$461K	5945	0.19%	SOLE
23	ANALOG DEVICES INC	COM	$456K	1432	0.19%	SOLE
24	BANK AMERICA CORP	COM	$429K	8801	0.18%	SOLE
25	JPMORGAN CHASE & CO	COM	$420K	1427	0.18%	SOLE
26	INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$419K	3611	0.18%	SOLE
27	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$418K	2824	0.17%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$410K	631	0.17%	SOLE
29	RTX CORPORATION	COM	$406K	2106	0.17%	SOLE
30	TEXAS INSTRS INC	COM	$374K	1926	0.16%	SOLE
31	DEERE & CO	COM	$334K	593	0.14%	SOLE
32	CHUBB LTD SWITZ	COM	$286K	877	0.12%	SOLE
33	BROOKFIELD CORP	CL A LTD VT SH	$273K	6750	0.11%	SOLE
34	ABBVIE INC	COM	$272K	1250	0.11%	SOLE
35	CUMMINS INC	COM	$269K	500	0.11%	SOLE
36	ISHARES GOLD TR	ISHARES NEW	$267K	3025	0.11%	SOLE
37	GE AEROSPACE	COM NEW	$263K	927	0.11%	SOLE
38	OR ROYALTIES INC.	COM SHS	$246K	6474	0.10%	SOLE
39	ISHARES TR	RUS 1000 ETF	$242K	678	0.10%	SOLE
40	ISHARES TR	RUS 2000 GRW ETF	$233K	743	0.10%	SOLE
41	ISHARES TR	RUS MD CP GR ETF	$228K	1778	0.10%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$227K	394	0.09%	SOLE
43	TETRA TECH INC NEW	COM	$223K	7415	0.09%	SOLE
44	WALMART INC	COM	$218K	1751	0.09%	SOLE
45	MCDONALDS CORP	COM	$216K	694	0.09%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$211K	871	0.09%	SOLE
47	MARSH & MCLENNAN COS INC	COM	$210K	1211	0.09%	SOLE
48	GE VERNOVA INC	COM	$201K	230	0.08%	SOLE
49	LIFEVANTAGE CORP	COM NEW	$50K	11595	0.02%	SOLE

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