StockDriftsStockDriftsTop 50 Retirement Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.22% | 267.1K | $15.1M | +9.34%(+22.82K) | $57.65(+0.26%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.2% | 17.9K | $13.2M | -2.67%(-492) | $501.03(+43.87%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 6.01% | 86.3K | $11.0M | +9.21%(+7.28K) | $103.91(+30.05%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.13% | 239.2K | $7.6M | +19.71%(+39.39K) | $28.09(+22.04%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 4.05% | 171.7K | $7.4M | +18.10%(+26.31K) | $38.49(+17.55%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.91% | 23.7K | $7.2M | +13.70%(+2.86K) | $227.47(+30.41%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 3.87% | 120.5K | $7.1M | +1.63%(+1.94K) | $41.11(+43.35%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.56% | 106.3K | $6.5M | +22.77%(+19.72K) | $56.85(+4.98%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.42% | 21.7K | $6.3M | +5.40%(+1.11K) | $247.23(+24.04%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 3.01% | 136.1K | $5.5M | +6.50%(+8.30K) | $32.12(+34.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.33% |
Retirement Planning Group LLC reports $183.54M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (8.2%), QQQ (7.2%) and RWL (6.0%). The top 20 holdings account for 68.45% of reported assets. Its disclosed equity book has returned +21.95% cumulatively over 6 quarters. 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.
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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 2057004). View Retirement Planning Group LLC’s 13F filings on SEC