Retirement Planning Group, LLC / NY
Retirement Planning Group, LLC / NY reported 108 holdings worth US$184M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Retirement Planning Group, LLC / NY reported 108 holdings worth US$184M as of Jun 30, 2026. Largest: Apple Inc, Ge Aerospace and Nvidia Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 108
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,675 | US$6.27M | 3.4% |
| Ge Aerospace | 11,447 | US$4.28M | 2.3% |
| Nvidia Corporation | 19,006 | US$3.8M | 2.1% |
| Ge Vernova Inc. | 3,006 | US$3.53M | 1.9% |
| Exxon Mobil Corporation | 12,019 | US$1.64M | 0.90% |
| Microsoft Corp. | 3,293 | US$1.23M | 0.67% |
| Home Depot, Inc. (the) | 3,416 | US$1.2M | 0.66% |
| Marvell Technology, Inc. | 3,491 | US$1.04M | 0.57% |
| Abbvie Inc. | 4,079 | US$1.03M | 0.56% |
| Lam Research Corporation | 2,225 | US$965K | 0.53% |
| Eli Lilly And Company | 799 | US$958K | 0.52% |
| Amazon.com, Inc. | 3,540 | US$844K | 0.46% |
| Jp Morgan Chase & Co. | 2,385 | US$781K | 0.43% |
| Micron Technology, Inc. | 607 | US$701K | 0.38% |
| Walmart Inc. | 6,108 | US$692K | 0.38% |
| Verizon Communications Inc. | 14,967 | US$634K | 0.35% |
| Bank Of America Corporation | 10,590 | US$603K | 0.33% |
| Deere & Company | 902 | US$574K | 0.31% |
| Unitedhealth Group Incorporated | 1,359 | US$565K | 0.31% |
| Welltower Inc. | 2,476 | US$562K | 0.31% |
| Intel Corporation | 4,005 | US$559K | 0.30% |
| At&t Inc. | 26,988 | US$559K | 0.30% |
| Marathon Petroleum Corporation | 2,041 | US$522K | 0.28% |
| Merck & Company, Inc. | 3,918 | US$507K | 0.28% |
| Cisco Systems, Inc. | 3,841 | US$451K | 0.25% |
| Visa Inc. | 1,237 | US$424K | 0.23% |
| Chevron Corporation | 2,339 | US$388K | 0.21% |
| International Business Machines Corporation | 1,331 | US$374K | 0.20% |
| Advanced Micro Devices Inc | 625 | US$363K | 0.20% |
| Elevance Health, Inc. | 892 | US$345K | 0.19% |
| Trustco Bank Corp Ny | 5,516 | US$305K | 0.17% |
| Philip Morris International Inc | 1,660 | US$303K | 0.16% |
| Tesla, Inc. | 713 | US$300K | 0.16% |
| Space Exploration Technologies Corp | 1,754 | US$300K | 0.16% |
| Abbott Laboratories | 3,263 | US$296K | 0.16% |
| Meta Platforms, Inc. | 514 | US$290K | 0.16% |
| Alphabet Inc (google) Class C | 808 | US$289K | 0.16% |
| Altria Group, Inc. | 3,858 | US$282K | 0.15% |
| Nucor Corporation | 1,176 | US$263K | 0.14% |
| Applied Materials, Inc. | 363 | US$262K | 0.14% |
| Johnson & Johnson | 996 | US$253K | 0.14% |
| Netflix, Inc. | 3,407 | US$243K | 0.13% |
| Palantir Technologies Inc. | 2,078 | US$242K | 0.13% |
| Starbucks Corporation | 2,313 | US$236K | 0.13% |
| Oklo Inc. | 4,347 | US$227K | 0.12% |
| Mcdonald's Corporation | 815 | US$220K | 0.12% |
| Procter & Gamble Company (the) | 1,495 | US$219K | 0.12% |
| Mastercard Incorporated | 427 | US$219K | 0.12% |
| Caterpillar, Inc. | 199 | US$212K | 0.12% |
| Plug Power, Inc. | 18,912 | US$51,252 | 0.03% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related