RETIREMENT PLANNING GROUP, LLC / NY
RETIREMENT PLANNING GROUP, LLC / NY reported 108 positions worth $183.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: JEPI (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JEPI | SH | $15.1M | 8.22% | 267,107 | — | — | |
| ▸ 2 | QQQ | SH | $13.2M | 7.20% | 17,930 | — | — | |
| ▸ 3 | RWL | SH | $11.0M | 6.01% | 86,318 | — | — | |
| ▸ 4 | SCHD | SH | $7.6M | 4.13% | 239,184 | — | — | |
| ▸ 5 | RECS | SH | $7.4M | 4.05% | 171,662 | — | — | |
| ▸ 6 | QQQM | SH | $7.2M | 3.91% | 23,707 | — | — | |
| ▸ 7 | PAVE | SH | $7.1M | 3.87% | 120,474 | — | — | |
| ▸ 8 | JEPQ | SH | $6.5M | 3.56% | 106,324 | — | — | |
| ▸ 9 | AAPL | SH | $6.3M | 3.42% | 21,675 | — | — | |
| ▸ 10 | LVHI | SH | $5.5M | 3.01% | 136,096 | — | — |
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Frequently Asked Questions
What stocks does RETIREMENT PLANNING GROUP, LLC / NY hold as of Q2 2026?
RETIREMENT PLANNING GROUP, LLC / NY reported 108 positions worth $183.5M in its Q2 2026 13F filing. Largest positions: JEPI (8.2%), QQQ (7.2%), RWL (6.0%), SCHD (4.1%) and RECS (4.0%).
What did RETIREMENT PLANNING GROUP, LLC / NY buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RETIREMENT PLANNING GROUP, LLC / NY 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.