Retirement Planning Group, LLC
Top Portfolio Positions
189 positions ·
$383,907,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
50,707 | $50,525,976 | 13.16% |
| AAPL |
Apple Inc.
Technology
|
161,459 | $40,976,679 | 10.67% |
| SPY |
Spdr S&P 500 Etf Trust
|
56,650 | $36,841,761 | 9.60% |
| QQQ |
Invesco Qqq Trust, Series 1
|
37,789 | $21,811,055 | 5.68% |
| MSFT |
Microsoft Corp
Technology
|
55,010 | $20,363,051 | 5.30% |
| WMT |
Walmart Inc.
Consumer Defensive
|
112,007 | $13,920,229 | 3.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,105 | $13,351,148 | 3.48% |
| NVDA |
Nvidia Corp
Technology
|
62,044 | $10,820,473 | 2.82% |
| GLD |
Spdr Gold Trust
|
20,788 | $8,944,868 | 2.33% |
| XOM |
Exxon Mobil Corp
Energy
|
40,014 | $6,788,775 | 1.77% |
Holdings in DBP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,120 | 3,000 | Shares | Sole | 2026-05-04 | |
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