Retirement Planning Group, LLC

Q2 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
543
Total value ($000)
$3,936,336
Net value change ($000)
+708,908 (22.0%)
New positions
76
Sold out positions
15
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QGRW 68,418 29.6%
FSMD 63,164 27.3%
VOO 56,548 19.4%
FRDM 53,419 38.3%
VUG 38,762 122.4%
SPY 38,707 105.1%
DIVI 35,288 15.7%
FDVV 30,350 21.7%
MGV 24,512 NEW
QQQM 22,384 NEW
Top Reduces (Value $000, Stocks/ETFs)
VGSH -12,144 -21.2%
FTRB -5,818 -27.1%
SGOV -5,268 -26.0%
VOX -4,188 -79.3%
VCR -4,021 -88.1%
VHT -3,908 -69.1%
COST -2,969 -5.9%
VGT -1,891 -16.9%
GLD -1,719 -19.2%
DTD -1,521 -7.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 33 (0.0% of total reported value)
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