account_balance
Investment manager · 13F filer · SEC CIK 2057004
Retirement Planning Group, LLC
Reported value$195Mas of Sep 30, 2026
Positions107 7 new, 8 sold out
Top 10 weight49.8%JEPI alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JEPIJ P Morgan Exchange Traded F
8.5%Added +10%
QQQInvesco QQQ Tr
6.7%Trimmed −2%
RWLInvesco Exch Traded Fd Tr II
6.4%Added +12%
RECSColumbia ETF Tr I
4.7%Added +19%
SCHDSchwab Strategic Tr
4.5%Added +14%
JEPQJ P Morgan Exchange Traded F
4.4%Added +31%
QQQMInvesco Exch Traded Fd Tr II
4.3%Added +16%
AAPLApple Inc.
3.6%
PAVEGlobal X FDS
3.5%Added +7%
LVHILegg Mason ETF Invt
3.1%Added +8%
QYLDGlobal X FDS
2.6%
XLESelect Sector SPDR Tr
2.4%
JEPIJ P Morgan Exchange Traded F
8.5%Added +10%
QQQInvesco QQQ Tr
6.7%Trimmed −2%
RWLInvesco Exch Traded Fd Tr II
6.4%+12%
RECSColumbia ETF Tr I
4.7%+19%
SCHDSchwab Strategic Tr
4.5%+14%
JEPQJ P Morgan Exchange Traded F
4.4%
QQQMInvesco Exch Traded Fd Tr II
4.3%
AAPLApple Inc.
3.6%
PAVEGlobal X FDS
3.5%
LVHI3.1%
QYLD
XLE2.4%
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
JEPI J P Morgan Exchange Traded F 8.5% Added +10%
QQQ Invesco QQQ Tr 6.7% Trimmed −2%
RWL Invesco Exch Traded Fd Tr II 6.4% Added +12%
RECS Columbia ETF Tr I 4.7% Added +19%
SCHD Schwab Strategic Tr 4.5% Added +14%
JEPQ J P Morgan Exchange Traded F 4.4% Added +31%
QQQM Invesco Exch Traded Fd Tr II 4.3% Added +16%
AAPL Apple Inc. 3.6% HeldPAVE Global X FDS 3.5% Added +7%
LVHI Legg Mason ETF Invt 3.1% Added +8%
QYLD Global X FDS 2.6% Held
XLE Select Sector SPDR Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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