Retirement Planning Group, LLC / NY
Retirement Planning Group, LLC / NY reported 108 stocks worth $184M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are JEPI (8.2%), QQQ (7.2%) and RWL (6.0%). Compared with Q1 2026, the fund opened new positions in CRUX, INTC and ADX, added to JEPI, RWL and SCHD, trimmed QQQ, JCE and RFDA and sold out of HYFI, VEA and GEHC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JEPI J P Morgan Exchange Traded F | $15.1M | 8.2% | 267K | +23K (+9%) | 7 of 7 | |
| 2 |  QQQ Invesco Qqq TR | $13.2M | 7.2% | 18K | −492 (−3%) | 7 of 7 | |
| 3 |  RWL Invesco Exch Traded FD TR II | $11M | 6.0% | 86K | +7,282 (+9%) | 7 of 7 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $7.6M | 4.1% | 239K | +39K (+20%) | 6 of 7 | |
| 5 |  RECS Columbia ETF TR I | $7.4M | 4.0% | 172K | +26K (+18%) | 7 of 7 | |
| 6 |  QQQM Invesco Nasdaq | $7.2M | 3.9% | 24K | +2,856 (+14%) | 7 of 7 | |
| 7 |  PAVE Global X Fds | $7.1M | 3.9% | 120K | +1,937 (+2%) | 7 of 7 | |
| 8 |  JEPQ J P Morgan Exchange Traded F | $6.5M | 3.6% | 106K | +20K (+23%) | 7 of 7 | |
| 9 |  AAPL Apple Inc | $6.3M | 3.4% | 22K | +1,110 (+5%) | 7 of 7 | |
| 10 |  LVHI Legg Mason ETF Invt | $5.5M | 3.0% | 136K | +8,305 (+6%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Retirement Planning Group, LLC / NY 13F FAQ
What does Retirement Planning Group, LLC / NY own?
Retirement Planning Group, LLC / NY reported 108 stocks worth $184M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are JEPI (8.2%), QQQ (7.2%) and RWL (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Retirement Planning Group, LLC / NY buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 47 added to, 28 trimmed and 3 sold out. New positions include CRUX, INTC and ADX. It sold all of HYFI, VEA and GEHC.
When will Retirement Planning Group, LLC / NY file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Retirement Planning Group, LLC / NY's portfolio worth?
The Q2 2026 filing reports $184M 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.