Holdings
Retirement Planning Group, LLC
As of Jun 30, 2026, Retirement Planning Group, LLC reported 187 positions worth US$339M. Largest: Costco Wholesale Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Costco Wholesale Corporation | 50,837 | US$47.6M | +130 | Jun 30, 2026 |
| Apple Inc | 161K | US$46.6M | −452 | Jun 30, 2026 |
| Microsoft Corp. | 53,831 | US$20.1M | −1,179 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,468 | US$15.4M | +363 | Jun 30, 2026 |
| Nvidia Corporation | 72,509 | US$14.5M | +10,465 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 36,257 | US$13M | +710 | Jun 30, 2026 |
| Walmart Inc. | 111K | US$12.5M | −1,312 | Jun 30, 2026 |
| Exxon Mobil Corporation | 39,140 | US$5.35M | −874 | Jun 30, 2026 |
| Johnson & Johnson | 20,922 | US$5.31M | +255 | Jun 30, 2026 |
| Philip Morris International Inc | 27,785 | US$5.03M | −1,747 | Jun 30, 2026 |