Latest Retirement Planning Group Stock Portfolio

Retirement Planning Group Performance:

2025 Q4: 0.96%YTD: 12.48%2024: 0.99%

Performance for 2025 Q4 is 0.96%, and YTD is 12.48%, and 2024 is 0.99%.

About Retirement Planning Group and 13F Hedge Fund Stock Holdings

Retirement Planning Group, LLC is a hedge fund based in Leawood, KS. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Retirement Planning Group, LLC reported an equity portfolio of $3 Billions as of 31 Dec, 2025.

The top stock holdings of Retirement Planning Group, LLC are VB, DWMF, BUYZ. The fund has invested 10.7% of it's portfolio in VANGUARD INDEX FDS and 8.1% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off MARZETTI COMPANY (LANC), FLUTTER ENTMT PLC and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in VANGUARD MALVERN FDS (VTIP), SOLARIS ENERGY INFRAS INC (SOI) and ISHARES TR (ACWF). Retirement Planning Group, LLC opened new stock positions in PROFESIONALLY MANAGED PORTFO, HARTFORD FDS EXCHANGE TRADED (HCOM) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD WORLD FD (VAW) and FIDELITY COVINGTON TRUST (FBCG).

Retirement Planning Group Annual Return Estimates Vs S&P 500

Our best estimate is that Retirement Planning Group, LLC made a return of 0.96% in the last quarter. In trailing 12 months, it's portfolio return was 12.48%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	1,732,350
hartford fds exchange traded	724,182
gilead sciences inc	641,488
mckesson corp	446,238
pacer fds tr	368,440
applied matls inc	315,584
ishares tr	309,296
corning inc	291,662

New stocks bought by Retirement Planning Group

Additions

Ticker	% Inc.
netflix inc	894
vanguard world fd	597
vanguard world fd	581
fidelity covington trust	354
vanguard world fd	332
select sector spdr tr	118
blackrock inc	97.85
select sector spdr tr	94.2

Additions to existing portfolio by Retirement Planning Group

Reductions

Ticker	% Reduced
vanguard malvern fds	-43.68
solaris energy infras inc	-42.32
ishares tr	-35.77
innovator etfs trust	-34.99
yum brands inc	-33.14
vanguard bd index fds	-31.83
blackrock etf trust ii	-31.21
etf ser solutions	-26.2

Retirement Planning Group reduced stake in above stock

Sold off

Ticker	$ Sold
advantage solutions inc	-17,609
cava group inc	-507,441
celsius hldgs inc	-393,674
marzetti company	-920,798
occidental pete corp	-201,251
crane nxt co	-259,963
crispr therapeutics ag	-241,093
mondelez intl inc	-205,776

Retirement Planning Group got rid off the above stocks

Sector Distribution

Retirement Planning Group, LLC has about 85.5% of it's holdings in Others sector.

Sector	%
Others	85.5
Healthcare	4.8
Technology	3.9
Consumer Defensive	2.4

Market Cap. Distribution

Retirement Planning Group, LLC has about 9.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.5
MEGA-CAP	7.2
MICRO-CAP	4.2
LARGE-CAP	2.5

Stocks belong to which Index?

About 14.2% of the stocks held by Retirement Planning Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.7
S&P 500	9.5
RUSSELL 2000	4.7

Top 5 Winners (%)		%
ALTO	alto ingredients inc	166.7 %
MU	micron technology inc	65.2 %
SLV	ishares silver tr	50.5 %
LLY	eli lilly & co	35.9 %
AMD	advanced micro devices inc	31.4 %

Top 5 Winners ($)		$
BOB	ea series trust	16.8 M
BUYZ	franklin templeton etf tr	7.7 M
VB	vanguard index fds	7.5 M
DWMF	wisdomtree tr	5.4 M
AAPL	apple inc	3.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
	coreweave inc	-47.6 %
XLB	select sector spdr tr	-44.1 %
XLB	select sector spdr tr	-44.0 %
XLB	select sector spdr tr	-43.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-14.4 M
XLB	select sector spdr tr	-4.2 M
COST	costco whsl corp new	-3.2 M
XLB	select sector spdr tr	-2.5 M
MSFT	microsoft corp	-2.0 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 421 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Retirement Planning Group, LLC last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.61	180,423	49,049,900	reduced	-0.26

AAXJ	ishares tr	0.12	68,083	3,643,120	reduced	-0.09

AAXJ	ishares tr	0.04	16,311	1,342,990	reduced	-1.94

AAXJ	ishares tr	0.02	8,944	693,431	reduced	-8.06

AAXJ	ishares tr	0.02	6,779	631,270	added	2.53

AAXJ	ishares tr	0.01	2,703	263,566	reduced	-2.8

AAXJ	ishares tr	0.01	4,107	255,251	added	4.64

AAXJ	ishares tr	0.01	4,070	233,852	added	0.99

ABBV	abbvie inc	0.09	11,432	2,612,110	added	13.73

ABT	abbott labs	0.06	14,125	1,769,730	reduced	-0.58

ACES	alps etf tr	0.10	67,340	3,166,340	added	13.69

ACIO	etf ser solutions	0.06	17,042	1,704,700	added	14.78

ACIO	etf ser solutions	0.03	21,213	927,005	reduced	-19.54

ACIO	etf ser solutions	0.02	21,776	619,973	reduced	-16.14

ACIO	etf ser solutions	0.01	12,060	446,578	reduced	-20.58

ACIO	etf ser solutions	0.01	8,655	444,110	reduced	-17.7

ACWF	ishares tr	0.58	387,131	17,595,100	reduced	-5.46

ACWF	ishares tr	0.08	34,175	2,372,400	added	5.83

ACWF	ishares tr	0.01	6,413	445,269	reduced	-35.77

ACWF	ishares tr	0.01	3,025	210,964	new