13F Filings History of RETIREMENT PLANNING GROUP, LLC / NY

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$146,595,124
Signature - Title
David Kopyc - Chief Compliance Officer
Location
Malta, NY
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT PLANNING GROUP, LLC / NY. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT PLANNING GROUP, LLC / NY reported 87 stock holdings with total value $146,595,124 as of Q4 2025. Top holdings included JEPI, QQQ, RWL, PAVE, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $146,595,124 +$14,874,171 -$1,926,112 +$12,948,059 JEPI, QQQ, RWL, PAVE, AAPL 13F-HR 02 Feb 2026, 10:43
Q3 2025 87 $133,695,673 +$14,853,697 -$1,943,410 +$12,910,287 QQQ, JEPI, RWL, PAVE, QYLD 13F-HR 27 Oct 2025, 18:55
Q2 2025 77 $113,800,869 +$10,558,349 -$1,018,532 +$9,539,817 QQQ, JEPI, RWL, PAVE, QYLD 13F-HR 25 Jul 2025, 14:15
Q1 2025 70 $98,274,963 +$10,141,384 -$2,287,874 +$7,853,510 QQQ, JEPI, RWL, PAVE, JCE 13F-HR 22 Apr 2025, 08:36
Q4 2024 65 $90,851,866 $0 $0 $0 QQQ, JEPI, JCE, RWL, PAVE 13F-HR 19 Feb 2025, 09:58