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RETIREMENT PLANNING GROUP, LLC / NY 13F portfolio summary

RETIREMENT PLANNING GROUP, LLC / NY of RETIREMENT PLANNING GROUP, LLC / NY has 92 current stock holdings with a reported portfolio value of $155.2M. The portfolio 1 year return is +12.35%. Top holdings include SPY (0.00%), QQQ (0.00%), JEPI (9.66%), RWL (6.34%), SCHD (4.28%).

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RETIREMENT PLANNING GROUP, LLC / NY

RETIREMENT PLANNING GROUP, LLC / NY
Latest filing: 2026-03-31

RETIREMENT PLANNING GROUP, LLC / NY runs RETIREMENT PLANNING GROUP, LLC / NY and currently holds 92 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $155.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RETIREMENT PLANNING GROUP, LLC / NY ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RETIREMENT PLANNING GROUP, LLC / NY's portfolio at RETIREMENT PLANNING GROUP, LLC / NY has delivered returns of +12.35%. Their 3-year annualized return is +11.86%. Looking at the 5-year horizon, RETIREMENT PLANNING GROUP, LLC / NY has achieved +11.86% annualized returns at RETIREMENT PLANNING GROUP, LLC / NY.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.35%
#0/1000
3 Year
+11.86%
#0/1000
5 Year
+11.86%
#0/1000

Portfolio Value

$155.19M

Alpha Score

10.8

#0 of 1000

Holdings

92

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change