RETIREMENT PLANNING GROUP, LLC / NY - Portfolio overview

RETIREMENT PLANNING GROUP, LLC / NY has 97 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 8.88%
2. QQQ - INVESCO QQQ TR, 6.82%
3. RWL - INVESCO EXCH TRADED FD TR II, 5.83%

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

Explore securities or join Upside Invest to compare portfolios.