Twin Cities Retirement Group LLC

All 13F Filings

Location
Plymouth, MN
Most recent 13F
Q2 2026
Holdings value ($000)
116,813
Description
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Website
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Founded
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Chairman
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CEO
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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 7/7/2026 22 116,813 13F-HR Twin Cities Retirement Group LLC
Q1 2026 4/14/2026 24 109,359 13F-HR Twin Cities Retirement Group LLC
Q4 2025 2/9/2026 24 103,617 13F-HR Twin Cities Retirement Group LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 830 0.7% 119 0 119
ETFs 112.7 K 96.5% 9.131 K 0 9.131 K
Debt 3.248 K 2.8% 0 1.799 K -1.799 K
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
116,813
Holdings
22
QoQ value change ($000)
7,454 (6.8%)
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.