Retirement Planning Co of New England, Inc.

CIK 0001817693 · WARWICK, RI · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Retirement Planning Co of New England, Inc. reported 260 positions worth $277.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: NVDA (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$277.9M
2026 Q2
Positions
260
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.4%
Est. Net Flow (Q)
2026 Q2
10 / 260 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$9.4M3.39%47,091
2AAPLAPPLE INCSH$9.2M3.33%31,965
3ZVRAZEVRA THERAPEUTICS INCSH$9.1M3.27%634,410
4QQQINVESCO QQQ TRSH$8.7M3.12%11,762
5GOOGLALPHABET INCSH$6.3M2.28%17,727
6GOOGALPHABET INCSH$5.2M1.87%14,689
7AVGOBROADCOM INCSH$5.1M1.83%13,500
8ABBVABBVIE INCSH$5.1M1.83%20,235
9BABOEING COSH$5.0M1.81%23,187
10AMZNAMAZON COM INCSH$4.8M1.71%19,955

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Retirement Planning Co of New England, Inc. hold as of Q2 2026?

Retirement Planning Co of New England, Inc. reported 260 positions worth $277.9M in its Q2 2026 13F filing. Largest positions: NVDA (3.4%), AAPL (3.3%), ZVRA (3.3%), QQQ (3.1%) and GOOGL (2.3%).

What did Retirement Planning Co of New England, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Retirement Planning Co of New England, 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.