New England Professional Planning Group Inc.
New England Professional Planning Group Inc. reported 50 positions worth $267.9M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (35.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $95.0M | 35.46% | 126,855 | — | — | |
| ▸ 2 | JIRE | SH | $62.8M | 23.46% | 761,909 | — | — | |
| ▸ 3 | IJH | SH | $51.6M | 19.26% | 669,121 | — | — | |
| ▸ 4 | IJR | SH | $26.3M | 9.82% | 177,489 | — | — | |
| ▸ 5 | RJF | SH | $7.1M | 2.67% | 46,999 | — | — | |
| ▸ 6 | IXUS | SH | $2.2M | 0.81% | 22,723 | — | — | |
| ▸ 7 | AAPL | SH | $1.4M | 0.52% | 4,860 | — | — | |
| ▸ 8 | VT | SH | $1.2M | 0.44% | 7,574 | — | — | |
| ▸ 9 | UNP | SH | $1.1M | 0.41% | 4,047 | — | — | |
| ▸ 10 | VTI | SH | $1.0M | 0.39% | 2,804 | — | — |
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Frequently Asked Questions
What stocks does New England Professional Planning Group Inc. hold as of Q2 2026?
New England Professional Planning Group Inc. reported 50 positions worth $267.9M in its Q2 2026 13F filing. Largest positions: IVV (35.5%), JIRE (23.5%), IJH (19.3%), IJR (9.8%) and RJF (2.7%).
What did New England Professional Planning Group Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did New England Professional Planning Group Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.