StockDriftsStockDriftsTop 50 Retirement Planning Co of New England, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.39% | 47.1K | $9.4M | -10.54%(-5.55K) | $33.47(+575.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.33% | 32.0K | $9.2M | -9.08%(-3.19K) | $166.32(+83.61%) | 2026-06-30 | |
| ZVRA | ZEVRA THERAPEUTICS INC | 3.27% | 634.4K | $9.1M | -2.57%(-16.74K) | $7.45(+54.22%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.12% | 11.8K | $8.7M | -0.57%(-67) | $377.37(+94.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.28% | 17.7K | $6.3M | -5.34%(-1.00K) | $145.84(+136.36%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.87% | 14.7K | $5.2M | -6.37%(-1.00K) | $143.44(+138.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.83% | 13.5K | $5.1M | -11.40%(-1.74K) | $82.15(+379.32%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.83% | 20.2K | $5.1M | -0.52%(-106) | $133.83(+86.37%) | 2026-06-30 | |
| BA | BOEING CO | 1.81% | 23.2K | $5.0M | +12.89%(+2.65K) | $195.06(+16.75%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.71% | 20.0K | $4.8M | -3.96%(-823) | $157.57(+66.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.88% | +94.76% | — | — | +62.55% |
| Top 20 Holdings Unweighted | +21.85% | +80.92% | — | — | +50.16% |
Retirement Planning Co of New England, Inc. reports $277.90M in US-listed equity holdings across 260 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.4%), AAPL (3.3%) and ZVRA (3.3%). The top 20 holdings account for 36.65% of reported assets. Its disclosed equity book has returned +94.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Retirement Planning Co of New England, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Retirement Planning Co of New England, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817693). View Retirement Planning Co of New England, Inc.’s 13F filings on SEC