StockDriftsStockDriftsTop 50 Retirement Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.03% | 516.9K | $362.3M | +1.85%(+9.39K) | $528.29(+33.37%) | 2026-09-30 | |
| QGRW | WISDOMTREE TR | 7.9% | 4.61M | $316.9M | +1.61%(+72.97K) | $48.75(+39.23%) | 2026-09-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 7.06% | 5.76M | $283.5M | +3.58%(+199.03K) | $41.54(+18.78%) | 2026-09-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6.77% | 6.36M | $271.5M | +4.32%(+263.48K) | $32.64(+29.33%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 4.83% | 7.64M | $193.9M | +6.45%(+462.78K) | $26.17(-2.94%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 4.68% | 2.69M | $187.9M | +1.58%(+41.81K) | $35.75(+80.56%) | 2026-09-30 | |
| UBND | VICTORY PORTFOLIOS II | 4.58% | 8.89M | $183.6M | +8.88%(+725.35K) | $21.75(-4.63%) | 2026-09-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.41% | 2.91M | $176.8M | +3.08%(+86.99K) | $51.14(+20.01%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 4.15% | 3.58M | $166.6M | +4.25%(+146.26K) | $38.64(+23.64%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.58% | 3.32M | $143.7M | +5.21%(+164.39K) | $45.91(-4.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.19% | +48.89% | +5.64% | +31.54% |
| Top 20 Holdings Unweighted | +13.66% | +46.82% | +5.73% | +32.11% |
Retirement Planning Group LLC reports $4.01B in US-listed equity holdings across 531 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.0%), QGRW (7.9%) and FSMD (7.1%). The top 20 holdings account for 71.92% of reported assets. Its disclosed equity book has returned +48.89% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Retirement Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1508195). View Retirement Planning Group LLC’s 13F filings on SEC