Retirement Planning Group, LLC / Ny - Q42025 Holdings

Retirement Planning Group, LLC / Ny holds 87 stocks with a total portfolio value of $ 146.6M as of Q42025. In Q42025, Retirement Planning Group, LLC / Ny added 87 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 9.06% of the total portfolio.