account_balance
Investment manager · 13F filer · SEC CIK 1817693
Retirement Planning Co of New England, Inc.
Reported value$263Mas of Sep 30, 2026
Positions256 8 new, 12 sold out
Top 10 weight25.3%NVDA alone is 4%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
3.9%Trimmed −5%
AAPLApple Inc.
3.9%Trimmed −4%
QQQInvesco QQQ Tr
3.1%Trimmed −5%
ZVRAZevra Therapeutics, Inc.
2.6%Trimmed −3%
GOOGLAlphabet Inc.
2.2%Trimmed −3%
METAMeta Platforms, Inc.
2.1%Trimmed −3%
ABBVAbbVie Inc.
1.9%Trimmed −4%
MSFTMicrosoft Corp
1.9%
AMZNAmazon.com Inc
1.8%Trimmed −3%
GOOGAlphabet Inc.
1.8%Trimmed −5%
AVGOBroadcom Inc.
1.7%Trimmed −5%
BABoeing Co
1.5%−6%
NVDANVIDIA Corp
3.9%Trimmed −5%
AAPLApple Inc.
3.9%Trimmed −4%
QQQInvesco QQQ Tr
3.1%−5%
ZVRAZevra Therapeutics, Inc.
2.6%−3%
GOOGLAlphabet Inc.
2.2%−3%
METAMeta Platforms, Inc.
2.1%
ABBVAbbVie Inc.
1.9%
MSFTMicrosoft Corp
1.9%
AMZNAmazon.com Inc
1.8%
GOOG1.8%AVGOBA1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 3.9% Trimmed −5%AAPL Apple Inc. 3.9% Trimmed −4%
QQQ Invesco QQQ Tr 3.1% Trimmed −5%
ZVRA Zevra Therapeutics, Inc. 2.6% Trimmed −3%GOOGL Alphabet Inc. 2.2% Trimmed −3%META Meta Platforms, Inc. 2.1% Trimmed −3%ABBV AbbVie Inc. 1.9% Trimmed −4%MSFT Microsoft Corp 1.9% HeldAMZN Amazon.com Inc 1.8% Trimmed −3%GOOG Alphabet Inc. 1.8% Trimmed −5%AVGO Broadcom Inc. 1.7% Trimmed −5%BA Boeing Co 1.5% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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