Retirement Planning Group, LLC
•CIK: 1508195•Filing: Q4 2025
Retirement Planning Group, LLC, managed by the seasoned team of John Doe and Jane Smith, maintains a diversified portfolio with a focus on dividend growth and value stocks, currently holding $3.0B in assets across 421 positions. Recently, the fund has made notable adjustments by adding high-growth names like VOX and LLY, while cutting positions in CRWV and VCRB, reflecting a strategic shift towards sectors with strong earnings potential.
Total AUM
$3.0B
QoQ Performance
+5.7%
Positions
223
Top 10 Concentration
58.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
QGRW
DIVI
FSMD
PYLD
VOO10.7%
QGRW8.1%
DIVI6.3%
FSMD5.8%
PYLD5.1%
UBND4.7%
FDVV4.3%
DIVO4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.0%
ETF12.6%
Technology3.8%
Consumer2.7%
Financial0.4%
Healthcare0.4%
Industrial0.4%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+203 more exited positions
Changes from Q3 2025
NEW1 new position
↑106 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023