Twin Cities Retirement Group LLC

All 13F Filings

Location
Plymouth, MN
Most recent 13F
Q2 2026
Holdings value ($000)
116,813
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 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.