Retirement Planning Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Retirement Planning Group, LLC reported 304 stock positions worth $2.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.3% of the portfolio, followed by Wisdomtree US Quality Growth (QGRW, 8.4%) and Franklin International Core (DIVI, 6.8%). Compared with Q1 2025, it opened 24 new positions, sold out of 16, added to 115 and reduced 130. The biggest buy was Wisdomtree US Quality Growth (QGRW, shares +12%) and the biggest sale Invesco S&P 500 Garp ETF (SPGP, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001508195
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0001085146-25-004322 ↗ filed Jul 30, 2025
Holdings Value
Holdings 304 stocks · $2.4B
| VOO Vanguard S&P 500 ETF | 11.29% | 467,224 | $265.4M | Add +6.0% |
| QGRW Wisdomtree US Quality Growth | 8.38% | 3,749,620 | $197.0M | Add +12.2% |
| DIVI Franklin International Core | 6.79% | 4,475,833 | $159.5M | Add +5.1% |
| FSMD Fidelity Small-Mid Multifact | 6.27% | 3,551,494 | $147.3M | Add +2.1% |
| PYLD PIMCO Multisector Bond Actv | 5.39% | 4,777,442 | $126.8M | Add +6.4% |
| UBND Victoryshares Core Plus Bond | 4.91% | 5,283,185 | $115.4M | Add +6.5% |
| DIVO Amplify CWP Enhan Divid ETF | 4.89% | 2,704,229 | $115.1M | Add +1.6% |
| FDVV Fidelity High Dividend ETF | 4.42% | 1,997,711 | $103.9M | Add +9.3% |
| FRDM Freedom 100 Emeging MRKT ETF | 4.10% | 2,386,771 | $96.4M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 4.06% | 2,087,492 | $95.5M | Add +6.2% |
| NFLT Virtus Newfleet Multi-Sector | 3.27% | 3,363,464 | $76.8M | Add +5.3% |
| BNDI Neos Enhanced Inc. Agg BD ETF | 2.95% | 1,466,424 | $69.4M | Add +7.0% |
| COST Costco Wholesale Corp. | 2.02% | 47,923 | $47.4M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 1.56% | 1,537,151 | $36.6M | Reduce -13.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.56% | 83,429 | $36.6M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 161,534 | $33.1M | Reduce -11.3% |
| GSLC Goldman Activebeta US LC ETF | 1.32% | 256,297 | $31.1M | Reduce -20.5% |
| IQLT iShares MSCI International Q | 1.09% | 593,917 | $25.7M | Reduce -16.9% |
| AAPL Apple Inc. | 1.09% | 125,090 | $25.7M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.03% | 137,517 | $24.3M | Reduce -0.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.99% | 215,392 | $23.2M | Reduce -26.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 38,529 | $21.3M | Reduce -2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.77% | 345,962 | $18.1M | Reduce -2.0% |
| MSFT Microsoft Corp. | 0.59% | 27,656 | $13.8M | Add +1.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.56% | 239,480 | $13.2M | Reduce -32.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.51% | 242,407 | $12.1M | Reduce -9.4% |
| BND Vanguard Total Bond Market | 0.45% | 143,520 | $10.6M | Reduce -6.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.42% | 118,669 | $9.9M | Add +1.1% |
| BIV Vanguard Intermediate-Term B | 0.39% | 120,005 | $9.3M | Add +4.1% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 162,013 | $9.2M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 30,094 | $9.1M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 74,867 | $8.2M | Add +2.6% |
| NVDA Nvidia Corp. | 0.34% | 50,809 | $8.0M | Add +12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 11,729 | $7.2M | Add +26.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.31% | 249,265 | $7.2M | Reduce -18.0% |
| SCHF Schwab Intl Equity ETF | 0.29% | 303,290 | $6.7M | Add +5.5% |
| SCHG Schwab US Large-Cap Growth | 0.28% | 226,855 | $6.6M | Add +44.1% |
| IVV iShares Core S&P 500 ETF | 0.28% | 10,573 | $6.6M | Reduce -0.8% |
| USVM Victoryshares US Small Mid C | 0.25% | 70,747 | $5.9M | Add +317.2% |
| AMZN Amazon.com Inc. | 0.25% | 26,741 | $5.9M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 19,557 | $5.5M | Reduce -4.5% |
| XLY SS Consumer Disc Select Sect | 0.22% | 24,006 | $5.2M | Reduce -5.8% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 86,860 | $5.1M | Reduce -17.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.20% | 75,331 | $4.8M | Reduce -11.0% |
| PXF Invesco Rafi Developed Marke | 0.20% | 82,341 | $4.7M | Reduce -0.8% |
| BMAR Innovator U.S. Equity Buffer | 0.19% | 91,457 | $4.5M | Reduce -20.5% |
| VGT Vanguard Info Tech ETF | 0.18% | 6,399 | $4.2M | Add +23.6% |
| GLD SPDR Gold Shares | 0.18% | 13,652 | $4.2M | Reduce -8.5% |
| ILCG iShares Morningstar Growth E | 0.17% | 41,653 | $4.0M | Add +11.3% |
| TUSI Touchstone Ultra Short Incom | 0.17% | 154,054 | $3.9M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 7,897 | $3.8M | Add +3.5% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 77,491 | $3.8M | Reduce -3.0% |
| VNQ Vanguard Real Estate ETF | 0.15% | 40,244 | $3.6M | Reduce -2.5% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 98,311 | $3.5M | Reduce -0.9% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 25,615 | $3.5M | Reduce -12.1% |
| GSIE Goldman Sachs Activebeta Int | 0.15% | 87,096 | $3.5M | Reduce -1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 60,402 | $3.4M | Add +13.9% |
| WMT Walmart Inc. | 0.14% | 33,535 | $3.3M | Add +4.6% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 23,635 | $3.2M | Reduce -11.8% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 27,904 | $3.0M | Reduce -6.9% |
| SPGI S&P Global Inc. | 0.13% | 5,746 | $3.0M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 41,595 | $3.0M | Reduce -4.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.13% | 55,526 | $3.0M | Reduce -13.4% |
| SMMD iShares Russell 2500 ETF | 0.13% | 43,462 | $2.9M | Add +219.9% |
| XLK SS Technology Select Sector | 0.12% | 11,547 | $2.9M | Reduce -34.5% |
| BOND PIMCO Active Bond Exchange-T | 0.12% | 31,689 | $2.9M | Reduce -10.2% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 43,375 | $2.9M | Reduce -1.5% |
| JMUB JPMorgan Municipal ETF | 0.12% | 56,679 | $2.8M | Add +296.4% |
| GMUB GS Municipal Income ETF | 0.12% | 55,803 | $2.8M | Add +345.5% |
| VCRB Vanguard Core Bond ETF | 0.11% | 34,684 | $2.7M | Reduce -10.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 11,248 | $2.7M | Add +1.1% |
| XLP SS Consumer Staples Sel Sect | 0.11% | 31,948 | $2.6M | Reduce -12.9% |
| OMFL Invesco Russell 1000 DYN M/F | 0.11% | 44,151 | $2.6M | Add +6.3% |
| VDC Vanguard Consumer Staple ETF | 0.11% | 11,594 | $2.5M | Add +4.6% |
| NFLX Netflix Inc. | 0.11% | 1,890 | $2.5M | Add +2.7% |
| FIXD First Trust Smith Opportunis | 0.10% | 55,799 | $2.4M | Add +17.6% |
| GOOG Alphabet Inc. Class C | 0.10% | 13,636 | $2.4M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 0.10% | 26,759 | $2.4M | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 0.10% | 13,331 | $2.3M | Add +2.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 25,125 | $2.3M | Reduce -3.3% |
| JQUA JPMorgan US Quality Factor | 0.10% | 37,966 | $2.3M | Reduce -0.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.10% | 96,765 | $2.2M | Reduce -4.1% |
| VXUS Vanguard Total Intl Stock | 0.10% | 32,411 | $2.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.09% | 7,663 | $2.2M | Add +8.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 26,865 | $2.0M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.09% | 18,844 | $2.0M | Reduce -2.9% |
| XAR SS SPDR S&P Aerospace Def | 0.09% | 9,573 | $2.0M | Reduce -8.3% |
| OPER Clearshares Ultra-Short Matu | 0.09% | 20,013 | $2.0M | Add +7.8% |
| VTIP Vanguard Short-Term Tips | 0.08% | 39,643 | $2.0M | No change |
| SCHV Schwab US Large-Cap Value | 0.08% | 69,481 | $1.9M | Reduce -1.1% |
| FLMI Franklin Dynamic Municipal B | 0.08% | 79,144 | $1.9M | Add +316.9% |
| HMOP Hartford Municipal Opp ETF | 0.08% | 49,381 | $1.9M | Add +310.1% |
| HD Home Depot Inc. | 0.08% | 5,089 | $1.9M | Add +9.5% |
| PM Philip Morris International | 0.08% | 10,211 | $1.9M | Add +502.4% |
| XBMNX BlackRock 2037 Muni TRGT TRM | 0.08% | 73,404 | $1.8M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 18,860 | $1.8M | Reduce -1.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 3,454 | $1.8M | Add +1.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 4,418 | $1.8M | No change |
| VONG Vanguard Russell 1000 Growth | 0.07% | 16,008 | $1.7M | Add +64.3% |
| GOF Guggenheim Strategic Opport | 0.07% | 115,420 | $1.7M | Add +31.0% |
Portfolio Sells Q1 2025 → Q2 2025
| SPGP Invesco S&P 500 Garp ETF | Reduce -26.7% | 0.99% | −0.39 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -32.8% | 0.56% | −0.35 |
| GSLC Goldman Activebeta US LC ETF | Reduce -20.5% | 1.32% | −0.34 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.3% | 1.41% | −0.25 |
| IQLT iShares MSCI International Q | Reduce -16.9% | 1.09% | −0.24 |
| SCHB Schwab US Broad Market ETF | Reduce -13.6% | 1.56% | −0.24 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -9.4% | 0.51% | −0.11 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -18.0% | 0.31% | −0.10 |
| UCON First Trust Smith Unconstrai | Reduce -53.5% | 0.06% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.0% | 1.03% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -6.3% | 0.45% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.0% | 0.77% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -17.6% | 0.22% | −0.07 |
| BMAR Innovator U.S. Equity Buffer | Reduce -20.5% | 0.19% | −0.06 |
| XLK SS Technology Select Sector | Reduce -34.5% | 0.12% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -33.1% | 0.06% | −0.04 |
| XLE SS Energy Select Sector | Reduce -28.0% | 0.05% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -12.9% | 0.11% | −0.03 |
| PULS Pgim Ultra Short Bond ETF | Reduce -23.3% | 0.07% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -10.2% | 0.12% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -16.5% | 0.06% | −0.03 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.03 |
| IYZ iShares US Telecommunication | Reduce -52.8% | 0.02% | −0.03 |
| VCRB Vanguard Core Bond ETF | Reduce -10.6% | 0.11% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -13.4% | 0.13% | −0.03 |
| GLD SPDR Gold Shares | Reduce -8.5% | 0.18% | −0.02 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.5% | 0.15% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.09% | −0.02 |
| TUSI Touchstone Ultra Short Incom | Reduce -2.5% | 0.17% | −0.02 |
| BOTZ Global X Robotics & Artifici | Reduce -36.1% | 0.04% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -12.1% | 0.15% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -38.4% | 0.02% | −0.02 |
| VCRM Vanguard Core Tax-Ex Bond | Reduce -45.6% | 0.02% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.9% | 0.13% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -11.0% | 0.20% | −0.02 |
| VTEC Vanguard Ca Tax-Ex Bond | Reduce -29.7% | 0.03% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.5% | 0.23% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -13.9% | 0.05% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.01 |
| COR Cencora Inc. | Sold out | 0.00% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -21.4% | 0.04% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -23.5% | 0.05% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -5.8% | 0.22% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.1% | 0.10% | −0.01 |
| OKE Oneok Inc. | Reduce -1.5% | 0.04% | −0.01 |
| IYF iShares US Financials ETF | Reduce -45.2% | 0.01% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -10.7% | 0.10% | −0.01 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.3% | 0.06% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| QGRW Wisdomtree US Quality Growth | Add +12.2% | 8.38% | +1.50 |
| VOO Vanguard S&P 500 ETF | Add +6.0% | 11.29% | +0.67 |
| DIVI Franklin International Core | Add +5.1% | 6.79% | +0.28 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +1.2% | 4.10% | +0.23 |
| USVM Victoryshares US Small Mid C | Add +317.2% | 0.25% | +0.19 |
| FDVV Fidelity High Dividend ETF | Add +9.3% | 4.42% | +0.17 |
| NVDA Nvidia Corp. | Add +12.5% | 0.34% | +0.11 |
| MSFT Microsoft Corp. | Add +1.1% | 0.59% | +0.10 |
| SCHG Schwab US Large-Cap Growth | Add +44.1% | 0.28% | +0.10 |
| GMUB GS Municipal Income ETF | Add +345.5% | 0.12% | +0.09 |
| JMUB JPMorgan Municipal ETF | Add +296.4% | 0.12% | +0.09 |
| SMMD iShares Russell 2500 ETF | Add +219.9% | 0.13% | +0.09 |
| PM Philip Morris International | Add +502.4% | 0.08% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +26.0% | 0.31% | +0.06 |
| FLMI Franklin Dynamic Municipal B | Add +316.9% | 0.08% | +0.06 |
| HMOP Hartford Municipal Opp ETF | Add +310.1% | 0.08% | +0.06 |
| CRWV Coreweave Inc. Class A | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +23.6% | 0.18% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +2.6% | 0.35% | +0.03 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +64.3% | 0.07% | +0.03 |
| VOX Vanguard Communication Servi | New | 0.03% | +0.03 |
| FXL First Trust Technology Alpha | Add +141.4% | 0.05% | +0.03 |
| ILCG iShares Morningstar Growth E | Add +11.3% | 0.17% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +146.1% | 0.05% | +0.03 |
| NFLX Netflix Inc. | Add +2.7% | 0.11% | +0.03 |
| UAPR Innovator U.S. Equity Ultra | New | 0.03% | +0.03 |
| FLUT Flutter Entertainment PLC-Di | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | Add +162.8% | 0.04% | +0.02 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +70.8% | 0.05% | +0.02 |
| AVXC Avantis Emg MKT Ex China ETF | Add +49.7% | 0.06% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.25% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.1% | 0.07% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +5.5% | 0.29% | +0.02 |
| FXD First Trust Consumer Discret | Add +164.9% | 0.03% | +0.02 |
| AVGO Broadcom Inc. | Add +3.5% | 0.05% | +0.02 |
| FIDU Fidelity MSCI Indust Indx | New | 0.02% | +0.02 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.02% | +0.02 |
| DFAI Dimensional International Co. | New | 0.01% | +0.01 |
| VCR Vanguard Consumer Discre ETF | New | 0.01% | +0.01 |
| EWJ iShares MSCI Japan ETF | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +36.3% | 0.07% | +0.01 |
| TSLA Tesla Inc. | Add +41.3% | 0.04% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +8.6% | 0.09% | +0.01 |
| EWU iShares MSCI United Kingdom | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.8% | 0.06% | +0.01 |
| BA The Boeing Co. | New | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +8.5% | 0.03% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | New | 0.01% | +0.01 |
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 |