Retirement Planning Group, LLC

Q4 2025 13F-HR Holdings

Location
Leawood, KS
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
421
Total value ($000)
$3,044,369
Net value change ($000)
+164,400 (5.7%)
New positions
31
Sold out positions
17
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 18,980 6.2%
FRDM 17,502 16.5%
DIVI 14,537 8.1%
QGRW 12,418 5.3%
PYLD 11,599 8.2%
UBND 11,453 8.7%
FSMD 10,028 6.0%
FBND 8,745 8.3%
FDVV 8,705 7.1%
BNDI 6,329 8.2%
Top Reduces (Value $000, Stocks/ETFs)
VTV -4,217 -16.1%
VUG -4,072 -10.1%
COST -2,974 -6.4%
BIV -2,921 -32.0%
VIG -1,577 -6.1%
VEA -1,205 -13.0%
VCRB -1,099 -44.1%
MZTI -921 -100.0%
PLTR -889 -28.0%
BND -865 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type