Retirement Planning Group, LLC
Annual return '25
+22.1%
SPY '25
+17.7%
Alpha
+4.4ptsvs SPY
Invested
$5.6B
Holdings
480
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 500.2k shares)
9.0%
02
$QGRW
WISDOMTREE TR
Q4 2025: Exited (was 4.09M shares)
7.2%
03
$FSMD
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 3.80M shares)
7.2%
04
$DIVI
FRANKLIN TEMPLETON ETF TR
Q4 2025: Exited (was 4.78M shares)
7.0%
05
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 5.30M shares)
5.2%
06
$UBND
VICTORY PORTFOLIOS II
Q4 2025: Exited (was 5.97M shares)
5.0%
07
$DIVO
AMPLIFY ETF TR
Q4 2025: Exited (was 2.77M shares)
4.4%
08
$FDVV
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 2.20M shares)
4.3%
09
$FRDM
EA SERIES TRUST
Q4 2025: Exited (was 2.40M shares)
4.3%
10
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 2.29M shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.