ETF Holders

Retirement Planning Group, LLC ETF holdings

Leawood, KS

Reported $3.6B in 329 ETFs in its Form 13F for June 30, 2026.

ETF value
$3.6B
ETFs held
329
Change from prior quarter
+23.4%
With price moves
ETFs as a share of its 13F
91.1%
of $3.9B

Top 10 of 329 ETF holdings

TickerFundValueSharesChange
VOOVanguard S&P 500 ETF$348.6M507,533+18,819 shares
QGRWWisdomtree U.S. Quality Growth Fund$299.8M4,540,625+209,753 shares
FSMDFidelity Small-Mid Multifactor ETF$294.2M5,565,941+400,546 shares
DIVIFranklin International Core Dividend Tilt Index ETF$260.6M6,100,216+440,499 shares
FRDMFreedom 100 Emerging Markets ETF$192.8M2,644,118+94,489 shares
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$190.2M7,173,455+709,528 shares
UBNDVictoryShares Core Plus Bond ETF$177.4M8,164,569+806,012 shares
FDVVFidelity High Dividend ETF$170.2M2,823,822+291,280 shares
DIVOAmplify CWP Enhanced Dividend Income ETF$157.1M3,438,086+257,382 shares
FBNDFidelity Total Bond ETF$143.4M3,153,325+309,452 shares
319 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001508195. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Retirement Planning Group, LLC own?

Retirement Planning Group, LLC reported 329 ETF positions worth $3.6B in its Form 13F for June 30, 2026. The largest was VOO, at $348.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.