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Latest Retirement Planning Group Stock Portfolio

$3.23Billion | No. of Holdings #481

Retirement Planning Group Performance

2026 Q1-1.35%
YTD-1.35%
2025+13.67%

About Retirement Planning Group and 13F Hedge Fund Stock Holdings

Retirement Planning Group, LLC is a hedge fund based in Leawood, KS. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Retirement Planning Group, LLC reported an equity portfolio of $3.2 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Retirement Planning Group, LLC are VB, DWMF, FBCG. The fund has invested 9.1% of it's portfolio in VANGUARD INDEX FDS and 7.2% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off GLOBAL X FDS (AGNG), ETF SER SOLUTIONS (BIGY) and COREWEAVE INC stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), ETF SER SOLUTIONS (ACIO) and ALPS ETF TR (ACES). Retirement Planning Group, LLC opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), T ROWE PRICE ETF INC (TAGG) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to PACER FDS TR (AFTY), PRAIRIE OPER CO and ISHARES TR (IBCE).
Retirement Planning Group Equity Portfolio Value
Last Reported on: 04 May, 2026
$3.23Billion
  as of May 04, 2026

Retirement Planning Group Annual Return Estimates Vs S&P 500

Our best estimate is that Retirement Planning Group, LLC made a return of -1.35% in the last quarter. In trailing 12 months, it's portfolio return was 12.77%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
goldman sachs etf tr4,011,460
t rowe price etf inc3,492,400
neos etf trust3,366,600
fidelity covington trust3,201,880
spdr series trust2,810,030
expand energy corporation2,675,580
spdr series trust2,537,590
j p morgan exchange traded f2,531,900
New stocks bought by Retirement Planning Group

Additions

Ticker% Inc.
pacer fds tr1,646
prairie oper co772
ishares tr597
hartford fds exchange traded498
vanguard world fd368
touchstone etf trust367
ishares tr262
invesco exchange traded fd t245
Additions to existing portfolio by Retirement Planning Group

Reductions

Ticker% Reduced
vanguard world fd-84.65
etf ser solutions-81.89
alps etf tr-81.57
first tr exchange-traded fd-79.65
pgim etf tr-74.53
crowdstrike hldgs inc-69.64
j p morgan exchange traded f-67.84
janus detroit str tr-62.47
Retirement Planning Group reduced stake in above stock

Sold off

Ticker$ Sold
mueller wtr prods inc-345,604
invesco exchange traded fd t-217,078
teva pharmaceutical inds ltd-205,986
vanguard bd index fds-457,031
intel corp-240,627
innovator etfs trust-200,405
invesco exchange traded fd t-204,373
ishares tr-255,251
Retirement Planning Group got rid off the above stocks

Sector Distribution

Retirement Planning Group, LLC has about 85.7% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Consumer Defensive
Sector%
Others85.7
Healthcare5
Technology3
Consumer Defensive2.5

Market Cap. Distribution

Retirement Planning Group, LLC has about 9.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.7
MEGA-CAP7.1
SMALL-CAP5
LARGE-CAP2

Stocks belong to which Index?

About 13.9% of the stocks held by Retirement Planning Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others86
S&P 5008.9
RUSSELL 20005
Top 5 Winners (%)%
ALTO
alto ingredients inc
68.1 %
GLW
corning inc
53.6 %
WTTR
select water solutions inc
45.3 %
COP
conocophillips
40.7 %
XOM
exxon mobil corp
37.9 %
Top 5 Winners ($)$
BOB
ea series trust
8.4 M
COST
costco wholesale corporation
6.8 M
BUYZ
franklin templeton etf tr
4.9 M
FBCG
fidelity covington trust
2.7 M
XOM
exxon mobil corp
1.9 M
Top 5 Losers (%)%
CGTX
cognition therapeutics inc
-43.7 %
CRM
salesforce inc
-28.1 %
KOCG
neos etf trust
-23.2 %
MSFT
microsoft corp
-22.6 %
ishares bitcoin trust etf
-22.4 %
Top 5 Losers ($)$
DWMF
wisdomtree tr
-22.4 M
VB
vanguard index fds
-14.9 M
MSFT
microsoft corp
-6.5 M
VB
vanguard index fds
-3.7 M
FBCG
fidelity covington trust
-3.5 M

Retirement Planning Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Retirement Planning Group

Retirement Planning Group, LLC has 481 stocks in it's portfolio. About 57.7% of the portfolio is in top 10 stocks. DWMF proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Retirement Planning Group, LLC last quarter.

$3.23BTotal Value
500Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of Retirement Planning Group, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.11%68,083
$3.62M
0.11%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.04%15,790
$1.34M
0.04%
decreased 3.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.04%11,599
$1.23M
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.02%6,895
$663.9K
0.02%
increased 1.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.02%6,838
$536.2K
0.02%
decreased 23.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.01%2,703
$286.9K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.01%4,090
$232.5K
0.01%
increased 0.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.01%4,328
$230.3K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0.01%2,436
$228.8K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Retirement Planning Group's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Retirement Planning Group's holding in Alps Etf Tr over time
0.02%12,412
$653.3K
0.02%
decreased 81.57 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.02%6,737
$634.5K
0.02%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.01%8,875
$372.4K
0.01%
decreased 58.16 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.01%3,086
$308.8K
0.01%
decreased 81.89 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.01%10,642
$290.8K
0.01%
decreased 51.13 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.01%5,556
$219.1K
0.01%
decreased 53.93 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Retirement Planning Group's holding in Etf Ser Solutions over time
0.01%4,214
$208.3K
0.01%
decreased 51.31 percentreduced