New England Professional Planning Group
New England Professional Planning Group reported 49 stocks worth $263M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVV (36.9%), JIRE (23.2%) and IJH (18.1%). Compared with Q2 2026, the fund opened new positions in XOM and MRK, added to RJF, PFE and VTI, trimmed IVV, JIRE and IJH and sold out of XOM, GEV and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $97M | 36.9% | 127K | −220 (−0%) | 8 of 8 | |
| 2 |  JIRE J P Morgan Exchange Traded F | $61M | 23.2% | 743K | −19K (−3%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $47.8M | 18.1% | 664K | −5,225 (−1%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $23.8M | 9.1% | 175K | −2,332 (−1%) | 8 of 8 | |
| 5 |  RJF Raymond James Finl Inc | $7.5M | 2.8% | 47K | +151 (+0%) | 8 of 8 | |
| 6 |  IXUS Ishares Core Msci Totl | $2.2M | 0.8% | 23K | No change | 8 of 8 | |
| 7 |  PFE Pfizer Inc | $1.7M | 0.6% | 59K | +39K (+206%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $1.6M | 0.6% | 4,860 | No change | 8 of 8 | |
| 9 |  XOM Exxon Mobil Corp | $1.2M | 0.5% | 7,519 | New position | 1 of 8 | |
| 10 |  VT Vanguard Total World | $1.2M | 0.5% | 7,574 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New England Professional Planning Group 13F FAQ
What does New England Professional Planning Group own?
New England Professional Planning Group reported 49 stocks worth $263M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IVV (36.9%), JIRE (23.2%) and IJH (18.1%). The table above lists every position in the filing (the top 10 without an account).
What did New England Professional Planning Group buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 7 added to, 5 trimmed and 3 sold out. New positions include XOM and MRK. It sold all of XOM, GEV and IBM.
When will New England Professional Planning Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is New England Professional Planning Group's portfolio worth?
The Q3 2026 filing reports $263M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.