Retirement Planning Group, LLC - Portfolio overview

Retirement Planning Group, LLC has 518 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 9.00%
2. QGRW - WISDOMTREE TR, 7.14%
3. FSMD - FIDELITY COVINGTON TRUST, 7.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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