New England Professional Planning Group Inc.
•CIK: 1540867•Filing: Q4 2025
**New England Professional Planning Group Inc.** manages $239M across a diversified portfolio of 49 positions. The fund exhibits a significant allocation to broad market indices, notably holding IVV at $86.2M and JIRE at $57.3M. Further concentration is visible in IJH ($43.3M) and IJR ($21.0M), suggesting a core focus on established market segments. The top holdings reveal strategic exposure across ETFs and select large-cap equities like AAPL and XOM.
Total AUM
$238.6M
QoQ Performance
+9.3%
Positions
38
Top 10 Concentration
93.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
JIRE
IJH
IJR
IVV36.1%
JIRE24.0%
IJH18.2%
IJR8.8%
RJF3.1%
IXUS0.9%
AAPL0.6%
XOM0.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.3%
ETF36.3%
Technology1.5%
Financial0.9%
Industrial0.8%
Energy0.5%
Healthcare0.5%
Consumer0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑9 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023