Retirement Planning Group, LLC — 13F holdings
Retirement Planning Group, LLC reported 532 holdings worth $4.01B in its 13F filing for Q3 2026, filed October 19, 2026.
Largest positions
- VOO VANGUARD INDEX FDS — $362M (9.0%)
- QGRW WISDOMTREE TR — $317M (7.9%)
- FSMD FIDELITY COVINGTON TRUST — $283M (7.1%)
- DIVI FRANKLIN TEMPLETON ETF TR — $271M (6.8%)
- PYLD PIMCO ETF TR — $194M (4.8%)
- FRDM EA SERIES TRUST — $188M (4.7%)
- UBND VICTORY PORTFOLIOS II — $184M (4.6%)
- FDVV FIDELITY COVINGTON TRUST — $177M (4.4%)
- DIVO AMPLIFY ETF TR — $167M (4.2%)
- FBND FIDELITY MERRIMACK STR TR — $144M (3.6%)