Retirement Planning Group, LLC

Q1 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
481
Total value ($000)
$3,227,428
Net value change ($000)
+183,059 (6.0%)
New positions
88
Sold out positions
28
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FSMD 53,566 30.2%
DIVI 32,258 16.7%
UBND 17,161 12.0%
FRDM 15,461 12.5%
PYLD 15,452 10.0%
FBND 15,088 13.2%
DIVO 13,895 10.8%
BNDI 11,628 13.9%
NFLT 11,256 12.5%
FDVV 8,674 6.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -33,288 -10.2%
QGRW -15,849 -6.4%
VGSH -13,269 -18.8%
MSFT -8,226 -28.8%
AAPL -8,073 -16.5%
VUG -4,444 -12.3%
VIS -3,937 -83.9%
SCHB -3,712 -12.0%
FTRB -3,666 -14.6%
GSLC -3,636 -15.6%
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