Institutional Fund
Retirement Planning Group, LLC
Leawood, KSCIK 15081955 filings on record
Portfolio Value
$3.23B
Q1 2026
Holdings
481
Reported positions
New Buys
89
Opened this quarter
QoQ Change
+6.0%
from $3.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.0%
- Wisdomtree Tr7.2%
- Fidelity Covington Trust7.2%
- Franklin Templeton ETF Tr7.0%
- Pimco ETF Tr5.2%
- Victory Portfolios II5.0%
- Other59.4%
Portfolio Holdings
481 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 488.7K | $292.03M | 9.0% | −30.0K | Reduced |
| 2 | Wisdomtree Tr | 4.33M | $231.40M | 7.2% | +116.7K | Added |
| 3 | Fidelity Covington Trust | 5.17M | $231.00M | 7.2% | +1.14M | Added |
| 4 | Franklin Templeton ETF Tr | 5.66M | $225.31M | 7.0% | +695.6K | Added |
| 5 | Pimco ETF Tr | 6.46M | $169.35M | 5.2% | +695.5K | Added |
| 6 | Victory Portfolios II | 7.36M | $160.27M | 5.0% | +853.7K | Added |
| 7 | Amplify ETF Tr | 3.18M | $142.65M | 4.4% | +287.2K | Added |
| 8 | Fidelity Covington Trust | 2.53M | $139.90M | 4.3% | +217.8K | Added |
| 9 | Ea Series Trust | 2.55M | $139.34M | 4.3% | +133.5K | Added |
| 10 | Fidelity Merrimack Str Tr | 2.84M | $129.74M | 4.0% | +353.7K | Added |
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