Retirement Planning Co of New England, Inc.

Est. AUM

$245.8M

13F long equity, this entity only

Positions

248

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$9.2M	52641	3.73%	SOLE
2	APPLE INC	COM	$8.9M	35158	3.63%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$6.8M	11829	2.78%	SOLE
4	ZEVRA THERAPEUTICS INC	COM NEW	$6.1M	651148	2.47%	SOLE
5	ALPHABET INC	CAP STK CL A	$5.4M	18727	2.19%	SOLE
6	BROADCOM INC	COM	$4.7M	15237	1.92%	SOLE
7	ALPHABET INC	CAP STK CL C	$4.5M	15689	1.83%	SOLE
8	ABBVIE INC	COM	$4.4M	20341	1.80%	SOLE
9	AMAZON COM INC	COM	$4.3M	20778	1.76%	SOLE
10	META PLATFORMS INC	CL A	$4.3M	7433	1.73%	SOLE
11	BOEING CO	COM	$4.1M	20540	1.66%	SOLE
12	MICROSOFT CORP	COM	$3.7M	9882	1.49%	SOLE
13	BLACKSTONE INC	COM	$3.4M	29921	1.40%	SOLE
14	EATON CORP PLC	SHS	$3.3M	9339	1.36%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$3.3M	145299	1.33%	SOLE
16	RTX CORPORATION	COM	$2.9M	15073	1.18%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$2.8M	9645	1.13%	SOLE
18	KINDER MORGAN INC DEL	COM	$2.6M	77176	1.05%	SOLE
19	VISA INC	COM CL A	$2.6M	8466	1.04%	SOLE
20	EXXON MOBIL CORP	COM	$2.5M	14949	1.03%	SOLE
21	MANAGER DIRECTED PORTFOLIOS	TWIN OAK SHORT	$2.4M	85146	0.99%	SOLE
22	GOLDMAN SACHS GROUP INC	COM	$2.4M	2832	0.97%	SOLE
23	PROSHARES TR	PSHS ULT SEMICDT	$2.3M	48910	0.95%	SOLE
24	ELI LILLY & CO	COM	$2.2M	2419	0.91%	SOLE
25	BANK AMERICA CORP	COM	$2.1M	42996	0.85%	SOLE
26	PHILIP MORRIS INTL INC	COM	$2.1M	12594	0.85%	SOLE
27	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.1M	23424	0.85%	SOLE
28	PROSHARES TR	ULTRAPRO QQQ	$2.0M	47921	0.81%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$2.0M	4562	0.81%	SOLE
30	CVS HEALTH CORP	COM	$1.9M	26916	0.79%	SOLE
31	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.8M	14673	0.75%	SOLE
32	FREEPORT MCMORAN INC	CL B	$1.8M	30895	0.74%	SOLE
33	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6933	0.74%	SOLE
34	CHEVRON CORPORATION	COM	$1.8M	8489	0.71%	SOLE
35	QUALCOMM INC	COM	$1.7M	13067	0.68%	SOLE
36	NETFLIX INC.	COM	$1.7M	17210	0.67%	SOLE
37	GILEAD SCIENCES INC	COM	$1.6M	11320	0.64%	SOLE
38	CATERPILLAR INC	COM	$1.6M	2205	0.64%	SOLE
39	MORGAN STANLEY	COM NEW	$1.5M	9057	0.61%	SOLE
40	MCDONALDS CORP	COM	$1.5M	4763	0.60%	SOLE
41	WELLS FARGO & CO	COM	$1.5M	18516	0.60%	SOLE
42	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.5M	15664	0.60%	SOLE
43	JOHNSON & JOHNSON	COM	$1.5M	5948	0.59%	SOLE
44	ISHARES TR	SELECT DIVID ETF	$1.4M	9536	0.59%	SOLE
45	VANGUARD WORLD FD	INF TECH ETF	$1.4M	2014	0.57%	SOLE
46	JPMORGAN CHASE & CO	COM	$1.4M	4773	0.57%	SOLE
47	HOME DEPOT INC	COM	$1.4M	4259	0.57%	SOLE
48	NATIONAL GRID PLC	SPONSORED ADR NE	$1.4M	16513	0.57%	SOLE
49	ALBEMARLE CORP	COM	$1.4M	7768	0.57%	SOLE
50	NEWMONT CORP	COM	$1.4M	12672	0.56%	SOLE

1–50 of 248

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