Retirement Planning Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Retirement Planning Group, LLC reported 296 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.6% of the portfolio, followed by Wisdomtree US Quality Growth (QGRW, 6.9%) and Franklin International Core (DIVI, 6.5%). Compared with Q4 2024, it opened 41 new positions, sold out of 22, added to 109 and reduced 116. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +453%) and the biggest sale Invesco S&P 500 Garp ETF (SPGP, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001508195
- Portfolio Value
- $2.1B (Q1 2025)
- SEC Filing
- 0001085146-25-002020 ↗ filed Apr 10, 2025
Holdings Value
Holdings 296 stocks · $2.1B
| VOO Vanguard S&P 500 ETF | 10.62% | 440,684 | $226.5M | Add +452.9% |
| QGRW Wisdomtree US Quality Growth | 6.88% | 3,341,641 | $146.7M | New |
| DIVI Franklin International Core | 6.51% | 4,259,032 | $138.8M | Add +145.1% |
| FSMD Fidelity Small-Mid Multifact | 6.39% | 3,478,053 | $136.2M | Add +34.7% |
| PYLD PIMCO Multisector Bond Actv | 5.55% | 4,489,336 | $118.3M | Add +19.2% |
| DIVO Amplify CWP Enhan Divid ETF | 5.09% | 2,660,216 | $108.5M | Reduce -27.3% |
| UBND Victoryshares Core Plus Bond | 5.07% | 4,960,651 | $108.1M | Add +33.5% |
| FDVV Fidelity High Dividend ETF | 4.25% | 1,827,617 | $90.6M | Add +595.3% |
| FBND Fidelity Total Bond ETF | 4.21% | 1,964,840 | $89.7M | Add +23.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 3.88% | 2,358,510 | $82.7M | Add +11.5% |
| NFLT Virtus Newfleet Multi-Sector | 3.38% | 3,192,612 | $72.1M | Add +21.4% |
| BNDI Neos Enhanced Inc. Agg BD ETF | 3.03% | 1,370,745 | $64.6M | Add +31.3% |
| COST Costco Wholesale Corp. | 2.13% | 47,915 | $45.3M | Add +43.8% |
| SCHB Schwab US Broad Market ETF | 1.80% | 1,778,153 | $38.3M | Reduce -69.2% |
| GSLC Goldman Activebeta US LC ETF | 1.66% | 322,347 | $35.5M | Reduce -69.6% |
| VIG Vanguard Dividend Apprec ETF | 1.66% | 182,196 | $35.3M | Reduce -75.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.45% | 83,597 | $31.0M | Add +56.2% |
| SPGP Invesco S&P 500 Garp ETF | 1.38% | 293,691 | $29.3M | Reduce -79.3% |
| IQLT iShares MSCI International Q | 1.33% | 714,510 | $28.4M | Reduce -71.7% |
| AAPL Apple Inc. | 1.30% | 124,639 | $27.7M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.11% | 137,563 | $23.8M | Add +109.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.91% | 356,169 | $19.5M | Reduce -20.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 39,374 | $18.5M | Add +2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.85% | 353,161 | $18.0M | Reduce -3.6% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.62% | 267,473 | $13.3M | Reduce -33.8% |
| BND Vanguard Total Bond Market | 0.53% | 153,217 | $11.3M | Reduce -31.2% |
| MSFT Microsoft Corp. | 0.48% | 27,369 | $10.3M | Add +16.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.44% | 117,339 | $9.4M | Reduce -1.8% |
| BIV Vanguard Intermediate-Term B | 0.41% | 115,245 | $8.8M | Add +213.5% |
| SPTI SS SPDR P Int Term TSY ETF | 0.41% | 304,138 | $8.7M | Reduce -3.9% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 165,503 | $8.4M | Add +99.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 29,549 | $8.1M | Add +9.7% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 72,966 | $6.8M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 105,357 | $6.2M | Reduce -6.0% |
| IVV iShares Core S&P 500 ETF | 0.28% | 10,662 | $6.0M | Reduce -9.6% |
| SCHF Schwab Intl Equity ETF | 0.27% | 287,568 | $5.7M | Add +15.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 20,483 | $5.3M | Reduce -3.7% |
| BMAR Innovator U.S. Equity Buffer | 0.25% | 115,086 | $5.2M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 9,309 | $5.2M | Reduce -14.8% |
| XLY SS Consumer Disc Select Sect | 0.24% | 25,492 | $5.0M | Add +10.7% |
| NVDA Nvidia Corp. | 0.23% | 45,164 | $4.9M | Add +213.3% |
| AMZN Amazon.com Inc. | 0.23% | 25,537 | $4.9M | Add +0.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 84,662 | $4.7M | Reduce -43.7% |
| PXF Invesco Rafi Developed Marke | 0.20% | 82,969 | $4.3M | Reduce -5.4% |
| GLD SPDR Gold Shares | 0.20% | 14,915 | $4.3M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 7,631 | $4.1M | Add +13.3% |
| TUSI Touchstone Ultra Short Incom | 0.19% | 158,056 | $4.0M | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 157,408 | $3.9M | Add +25.6% |
| VNQ Vanguard Real Estate ETF | 0.18% | 41,261 | $3.7M | Add +13.6% |
| XLK SS Technology Select Sector | 0.17% | 17,627 | $3.6M | Add +35.9% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 79,905 | $3.6M | Add +67.1% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 29,148 | $3.6M | Reduce -55.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 64,098 | $3.3M | Add +2.9% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 99,175 | $3.3M | Reduce -1.5% |
| BOND PIMCO Active Bond Exchange-T | 0.15% | 35,293 | $3.3M | Reduce -32.1% |
| GSIE Goldman Sachs Activebeta Int | 0.15% | 88,516 | $3.2M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 29,973 | $3.1M | Reduce -18.1% |
| UCON First Trust Smith Unconstrai | 0.14% | 123,432 | $3.1M | Reduce -33.1% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 53,041 | $3.0M | Reduce -0.9% |
| ILCG iShares Morningstar Growth E | 0.14% | 37,410 | $3.0M | No change |
| VCRB Vanguard Core Bond ETF | 0.14% | 38,813 | $3.0M | New |
| XLP SS Consumer Staples Sel Sect | 0.14% | 36,665 | $3.0M | Reduce -7.3% |
| SPGI S&P Global Inc. | 0.14% | 5,742 | $2.9M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 43,702 | $2.9M | Add +173.1% |
| WMT Walmart Inc. | 0.13% | 32,063 | $2.8M | Reduce -2.5% |
| VGT Vanguard Info Tech ETF | 0.13% | 5,176 | $2.8M | Reduce -2.6% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 44,020 | $2.7M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 11,131 | $2.5M | Add +143.3% |
| EFA iShares MSCI Eafe ETF | 0.11% | 29,951 | $2.4M | Reduce -22.2% |
| VDC Vanguard Consumer Staple ETF | 0.11% | 11,087 | $2.4M | Add +6.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.11% | 100,939 | $2.3M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.11% | 19,405 | $2.3M | Add +17.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 46,177 | $2.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 26,793 | $2.3M | Add +24.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.10% | 41,520 | $2.2M | Reduce -5.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 25,968 | $2.2M | Reduce -2.0% |
| JQUA JPMorgan US Quality Factor | 0.10% | 38,286 | $2.2M | Reduce -1.1% |
| PULS Pgim Ultra Short Bond ETF | 0.10% | 42,448 | $2.1M | Add +1.3% |
| FIXD First Trust Smith Opportunis | 0.10% | 47,465 | $2.1M | Add +87.1% |
| GOOG Alphabet Inc. Class C | 0.10% | 13,067 | $2.0M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.09% | 13,000 | $2.0M | Reduce -3.5% |
| VXUS Vanguard Total Intl Stock | 0.09% | 32,267 | $2.0M | Add +107.6% |
| VTIP Vanguard Short-Term Tips | 0.09% | 39,643 | $2.0M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.09% | 13,313 | $1.9M | Reduce -26.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 27,783 | $1.9M | Reduce -2.3% |
| SCHV Schwab US Large-Cap Value | 0.09% | 70,237 | $1.9M | Reduce -8.2% |
| XBMNX BlackRock 2037 Muni TRGT TRM | 0.09% | 73,404 | $1.9M | No change |
| OPER Clearshares Ultra-Short Matu | 0.09% | 18,557 | $1.9M | Add +26.1% |
| XLE SS Energy Select Sector | 0.09% | 19,788 | $1.8M | Reduce -10.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 19,203 | $1.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.08% | 7,057 | $1.7M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.08% | 1,841 | $1.7M | Add +2.5% |
| HD Home Depot Inc. | 0.08% | 4,649 | $1.7M | Reduce -0.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.08% | 36,043 | $1.7M | Reduce -7.9% |
| XAR SS SPDR S&P Aerospace Def | 0.08% | 10,440 | $1.7M | Reduce -17.6% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 20,868 | $1.6M | Reduce -43.9% |
| GTO Invesco Total Return Bond Et | 0.08% | 34,607 | $1.6M | Reduce -4.3% |
| EOT Eaton Vance National Municip | 0.07% | 89,754 | $1.5M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 4,418 | $1.5M | Reduce -1.1% |
| ACIO Aptus Collared Invest Opp | 0.07% | 38,014 | $1.5M | Add +4.5% |
Portfolio Sells Q4 2024 → Q1 2025
| SPGP Invesco S&P 500 Garp ETF | Reduce -79.3% | 1.38% | −6.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -75.6% | 1.66% | −5.71 |
| SCHB Schwab US Broad Market ETF | Reduce -69.2% | 1.80% | −4.80 |
| GSLC Goldman Activebeta US LC ETF | Reduce -69.6% | 1.66% | −4.47 |
| IQLT iShares MSCI International Q | Reduce -71.7% | 1.33% | −3.38 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -27.3% | 5.09% | −2.36 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -33.8% | 0.62% | −0.39 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -20.6% | 0.91% | −0.36 |
| BND Vanguard Total Bond Market | Reduce -31.2% | 0.53% | −0.28 |
| AAPL Apple Inc. | Reduce -0.1% | 1.30% | −0.27 |
| ITOT iShares Core S&P Total U.S. | Reduce -55.5% | 0.17% | −0.26 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -43.7% | 0.22% | −0.20 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.6% | 0.85% | −0.10 |
| UCON First Trust Smith Unconstrai | Reduce -33.1% | 0.14% | −0.09 |
| BOND PIMCO Active Bond Exchange-T | Reduce -32.1% | 0.15% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.8% | 0.24% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -9.6% | 0.28% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -43.9% | 0.08% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -18.1% | 0.15% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.32% | −0.06 |
| BLV Vanguard Long-Term Bond ETF | Reduce -55.8% | 0.04% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -33.3% | 0.06% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.8% | 0.44% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -64.3% | 0.02% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -31.3% | 0.05% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.0% | 0.29% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -3.9% | 0.41% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -2.6% | 0.13% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.7% | 0.25% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 0.09% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -26.1% | 0.09% | −0.03 |
| AGZD Wisdomtree Trust Wisdomtree | Sold out | 0.00% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -22.2% | 0.11% | −0.03 |
| BOTZ Global X Robotics & Artifici | Reduce -19.0% | 0.06% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.10% | −0.03 |
| JVAL JPMorgan US Value Factor ETF | Reduce -28.9% | 0.05% | −0.03 |
| XAR SS SPDR S&P Aerospace Def | Reduce -17.6% | 0.08% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -41.6% | 0.03% | −0.02 |
| AVXC Avantis Emg MKT Ex China ETF | Reduce -31.8% | 0.04% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -16.7% | 0.05% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.5% | 0.15% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -14.6% | 0.05% | −0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Sold out | 0.00% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.0% | 0.10% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -19.7% | 0.05% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.7% | 0.12% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +452.9% | 10.62% | +8.46 |
| QGRW Wisdomtree US Quality Growth | New | 6.88% | +6.88 |
| DIVI Franklin International Core | Add +145.1% | 6.51% | +3.88 |
| FDVV Fidelity High Dividend ETF | Add +595.3% | 4.25% | +3.59 |
| UBND Victoryshares Core Plus Bond | Add +33.5% | 5.07% | +1.07 |
| FSMD Fidelity Small-Mid Multifact | Add +34.7% | 6.39% | +1.04 |
| PYLD PIMCO Multisector Bond Actv | Add +19.2% | 5.55% | +0.64 |
| FBND Fidelity Total Bond ETF | Add +23.0% | 4.21% | +0.60 |
| COST Costco Wholesale Corp. | Add +43.8% | 2.13% | +0.59 |
| BNDI Neos Enhanced Inc. Agg BD ETF | Add +31.3% | 3.03% | +0.58 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +109.6% | 1.11% | +0.56 |
| NFLT Virtus Newfleet Multi-Sector | Add +21.4% | 3.38% | +0.41 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +11.5% | 3.88% | +0.40 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +56.2% | 1.45% | +0.35 |
| BIV Vanguard Intermediate-Term B | Add +213.5% | 0.41% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +99.3% | 0.39% | +0.19 |
| VCRB Vanguard Core Bond ETF | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +213.3% | 0.23% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.11% | +0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +173.1% | 0.13% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +67.1% | 0.17% | +0.06 |
| USVM Victoryshares US Small Mid C | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +143.3% | 0.12% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +107.6% | 0.09% | +0.05 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.05% | +0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.04% | +0.04 |
| FIXD First Trust Smith Opportunis | Add +87.1% | 0.10% | +0.04 |
| SBUX Starbucks Corp. | Add +282.0% | 0.06% | +0.04 |
| VONG Vanguard Russell 1000 Growth | New | 0.04% | +0.04 |
| SMMD iShares Russell 2500 ETF | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.3% | 0.19% | +0.04 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.04% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +15.5% | 0.27% | +0.03 |
| JMUB JPMorgan Municipal ETF | New | 0.03% | +0.03 |
| GMUB GS Municipal Income ETF | New | 0.03% | +0.03 |
| GOF Guggenheim Strategic Opport | Add +81.7% | 0.06% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +24.6% | 0.11% | +0.02 |
| AMLP Alerian MLP ETF | Add +71.5% | 0.05% | +0.02 |
| FLMI Franklin Dynamic Municipal B | New | 0.02% | +0.02 |
| HMOP Hartford Municipal Opp ETF | New | 0.02% | +0.02 |
| IYZ iShares US Telecommunication | Add +82.8% | 0.05% | +0.02 |
| FVD First Trust Value Line DVD | Add +81.2% | 0.05% | +0.02 |
| AAXJ iShares MSCI All Country Asi | New | 0.02% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | Add +82.2% | 0.05% | +0.02 |
| SCHA Schwab US Small-Cap ETF | New | 0.02% | +0.02 |
| VFH Vanguard Financials ETF | Add +138.8% | 0.03% | +0.02 |
| XLK SS Technology Select Sector | Add +35.9% | 0.17% | +0.02 |
| XOM Exxon Mobil Corp. | Add +17.0% | 0.11% | +0.02 |
| VIS Vanguard Industrials ETF | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 541 | $3.9B | VOO, QGRW, FSMD, DIVI, FRDM |
| Q1 2026 | 481 | $3.2B | VOO, QGRW, FSMD, DIVI, PYLD |
| Q4 2025 | 421 | $3.0B | VOO, QGRW, DIVI, FSMD, PYLD |
| Q3 2025 | 407 | $2.9B | VOO, QGRW, DIVI, FSMD, PYLD |
| Q2 2025 | 304 | $2.4B | VOO, QGRW, DIVI, FSMD, PYLD |
| Q1 2025 | 296 | $2.1B | VOO, QGRW, DIVI, FSMD, PYLD |
| Q4 2024 | 277 | $2.0B | SPGP, DIVO, VIG, SCHB, GSLC |
| Q3 2024 | 264 | $1.8B | VIG, DIVO, SPGP, SCHB, GSLC |
| Q2 2024 | 231 | $1.6B | SPGP, VIG, DIVO, SCHB, GSLC |
| Q1 2024 | 213 | $1.3B | SPGP, SCHB, VIG, DIVO, GSLC |