RETIREMENT PLANNING GROUP, LLC / NY
All 13F Filings
- Location
- Malta, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 183,542
- Description
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- Website
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- 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 | 8/7/2026 | 108 | 183,542 | 13F-HR | RETIREMENT PLANNING GROUP, LLC / NY |
| Q1 2026 | 4/21/2026 | 94 | 155,185 | 13F-HR | RETIREMENT PLANNING GROUP, LLC / NY |
| Q4 2025 | 2/2/2026 | 87 | 146,595 | 13F-HR | RETIREMENT PLANNING GROUP, LLC / NY |
| Q3 2025 | 10/28/2025 | 87 | 133,696 | 13F-HR | RETIREMENT PLANNING GROUP, LLC / NY |
| Q2 2025 | 7/25/2025 | 77 | 113,801 | 13F-HR | RETIREMENT PLANNING GROUP, LLC / NY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.15 K | 27.3% | 9.179 K | 0 | 9.179 K |
| ETFs | 129.9 K | 70.8% | 15.7 K | 0 | 15.7 K |
| Debt | 3.471 K | 1.9% | 3.471 K | 0 | 3.471 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
183,542
Holdings
108
QoQ value change ($000)
28,357
(18.3%)
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.