Retirement Planning Group, LLC
All 13F Filings
- Location
- Leawood, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,936,336
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 543 | 3,936,336 | 13F-HR | Retirement Planning Group, LLC |
| Q1 2026 | 5/4/2026 | 481 | 3,227,428 | 13F-HR | Retirement Planning Group, LLC |
| Q4 2025 | 2/3/2026 | 421 | 3,044,369 | 13F-HR | Retirement Planning Group, LLC |
| Q3 2025 | 10/27/2025 | 407 | 2,879,969 | 13F-HR | Retirement Planning Group, LLC |
| Q2 2025 | 7/30/2025 | 304 | 2,350,773 | 13F-HR | Retirement Planning Group, LLC |
| Q2 2014 | 7/30/2014 | 68 | 330,316 | 13F-HR | Retirement Planning Group |
| Q1 2014 | 7/30/2014 | 67 | 309,814 | 13F-HR | Retirement Planning Group |
| Q4 2013 | 1/30/2014 | 73 | 281,258 | 13F-HR | Retirement Planning Group |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
34
(0.0% of total reported value)
· QoQ Δ:
+34
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.35 M | 34.3% | 229.9 K | 0 | 229.9 K |
| ETFs | 2.585 M | 65.7% | 479.3 K | 0 | 479.3 K |
| Debt | 1.065 K | 0.0% | 0 | 237 | -237 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
3,936,336
Holdings
543
QoQ value change ($000)
708,908
(22.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.