Retirement Planning Group, LLC
PensionTop Portfolio Positions
190 positions ·
$387,917,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
50,707 | $50,525,976 | 13.02% | |
| AAPL |
Apple Inc.
Technology
|
161,459 | $40,976,679 | 10.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
56,650 | $36,841,761 | 9.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
37,789 | $21,811,055 | 5.62% | |
| MSFT |
Microsoft Corp
Technology
|
55,010 | $20,363,051 | 5.25% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
112,007 | $13,920,229 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,105 | $13,351,148 | 3.44% | |
| NVDA |
Nvidia Corp
Technology
|
62,044 | $10,820,473 | 2.79% | |
| GLD |
Spdr Gold Trust
|
20,788 | $8,944,868 | 2.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,014 | $6,788,775 | 1.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IIM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,912 | 45,552 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||