Retirement Planning Group
Retirement Planning Group reported 531 stocks worth $4B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (9.0%), QGRW (7.9%) and FSMD (7.1%). Compared with Q2 2026, the fund opened new positions in XOM, added to VOO, QGRW and FSMD, trimmed SPY, VUG and VGSH and sold out of XOM, NYF and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $362M | 9.0% | 517K | +9,390 (+2%) | 8 of 8 | |
| 2 |  QGRW Wisdomtree TR | $317M | 7.9% | 4.6M | +73K (+2%) | 7 of 8 | |
| 3 |  FSMD Fidelity Small-Mid Multifactor ETF | $283M | 7.1% | 5.8M | +199K (+4%) | 8 of 8 | |
| 4 |  DIVI Franklin Templeton ETF TR | $271M | 6.8% | 6.4M | +263K (+4%) | 8 of 8 | |
| 5 |  PYLD Pimco ETF TR | $194M | 4.8% | 7.6M | +463K (+6%) | 8 of 8 | |
| 6 |  FRDM Freedom 100 Emerging Markets ETF | $188M | 4.7% | 2.7M | +42K (+2%) | 8 of 8 | |
| 7 |  UBND Victory Portfolios II | $184M | 4.6% | 8.9M | +725K (+9%) | 8 of 8 | |
| 8 |  FDVV Fidelity Covington Trust | $177M | 4.4% | 2.9M | +87K (+3%) | 8 of 8 | |
| 9 |  DIVO Amplify ETF TR | $167M | 4.2% | 3.6M | +146K (+4%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $144M | 3.6% | 3.3M | +164K (+5%) | 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.4M | 39K |
DIMENSIONAL ETF TRUST | $4.5M | 101K |
 NYF Ishares TR | $3.7M | 68K |
 OKE Oneok Inc New | $954K | 11K |
 HIMU Ishares High | $593K | 12K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 NFLX Netflix Inc | Call | $7K | 100 | 0 |
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 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Retirement Planning Group 13F FAQ
What does Retirement Planning Group own?
Retirement Planning Group reported 531 stocks worth $4B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (9.0%), QGRW (7.9%) and FSMD (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Retirement Planning Group buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 201 added to, 224 trimmed and 31 sold out. New positions include XOM. It sold all of XOM, NYF and OKE.
When will Retirement 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 Retirement Planning Group's portfolio worth?
The Q3 2026 filing reports $4B 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.