Retirement Planning Co of New England, Inc.
Sector Allocation
- Other23.6%$62.0M
- Technology23.4%$61.5M
- Financials12.8%$33.8M
- Healthcare12.3%$32.3M
- Industrials7.7%$20.3M
- Consumer Discretionary4.5%$11.9M
- Consumer Staples3.7%$9.6M
- Real Estate3.4%$8.9M
- Energy3.4%$8.9M
- Materials3.1%$8.0M
AUM History
13fpro.ai/research/fund/retirement-planning-co-of-new-england-inc-1817693
Conviction and streaks
Stable · top 10 = 25.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$10.2MAAPL
$10.2MQQQ
$8.2MZVRA
$6.7MGOOGL
$5.9MMETA
$5.5MABBV
$5.1MMSFT
$5.0MAMZN
$4.8MGOOG
$4.8MAVGO
$4.5MBA
$4.0METN
$3.9M- PROSHARES$3.6M
BX
$3.3M- FIRST$3.1M
- VANGUARD$2.9M
V
$2.9MRTX
$2.7MLLY
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/retirement-planning-co-of-new-england-inc-1817693
Retirement Planning Co of New England, Inc. 13F holdings — Q3 2026
$263.0M portfolio (-5.3% QoQ) · 256 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio
$10.2M
3.9% of stocks
-5%This quarter-0.6%Since filed5+ qtrsHeld$10.2M
3.9% of stocks
-4%This quarter+0.6%Since filed5+ qtrsHeld$8.2M
3.1% of stocks
-5%This quarter-2.2%Since filed5+ qtrsHeld$6.7M
2.5% of stocks
-3%This quarter-7.2%Since filed5+ qtrsHeldAIQuality72.9#136Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$5.9M
2.3% of stocks
-3%This quarter-8.9%Since filed5+ qtrsHeld$5.5M
2.1% of stocks
-3%This quarter-14.4%Since filed5+ qtrsHeld$5.1M
1.9% of stocks
-4%This quarter+1.2%Since filed5+ qtrsHeld$5.0M
1.9% of stocks
-2%This quarter-1.3%Since filed5+ qtrsHeld$4.8M
1.8% of stocks
-3%This quarter-2.2%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$4.8M
1.8% of stocks
-5%This quarter-8.9%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Retirement Planning Co of New England, Inc. (Q3 2026)
256 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $4.5M | 1.7% | 13K | -5% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BOEING CO | Industrials | $4.0M | 1.5% | 22K | -6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Eaton Corp plc | Industrials | $3.9M | 1.5% | 8,981 | -2% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | PROSHARES TR - ULTRAPRO QQQetf/fund | — | $3.6M | 1.4% | 46K | +4% | — | — | 13F |
| 15 | Blackstone Inc. | Financials | $3.3M | 1.3% | 30K | -0.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETFetf/fund | — | $3.1M | 1.2% | 144K | -2% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $2.9M | 1.1% | 37K | -2% | — | — | 13F |
| 18 | VISA INC. | Financials | $2.9M | 1.1% | 8,098 | -2% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RTX Corp | Industrials | $2.7M | 1.0% | 15K | -2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $2.7M | 1.0% | 2,320 | -3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $2.5M | 0.9% | 2,764 | -1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | INTEL CORP | Technology | $2.5M | 0.9% | 21K | +0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Philip Morris International Inc. | Consumer Staples | $2.4M | 0.9% | 13K | -0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $2.3M | 0.9% | 26K | -3% | — | — | 13F |
| 25 | — | PROSHARES TR - PSHS ULT SEMICDTetf/fund | — | $2.3M | 0.9% | 24K | -2% | — | — | 13F |
| 26 | $MU | MICRON TECHNOLOGY INC | Technology | $2.3M | 0.9% | 2,159 | -10% | |||
| 27 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.3M | 0.9% | 42K | -3% | |||
| 28 | $KMI | KINDER MORGAN, INC. | Energy | $2.2M | 0.8% | 74K | -3% | |||
| 29 | $CVS | CVS HEALTH Corp | Healthcare | $2.1M | 0.8% | 25K | -1% | |||
| 30 | $QCOM | QUALCOMM INC/DE | Technology | $2.1M | 0.8% | 11K | -5% | |||
| 31 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.0M | 0.8% | 23K | -2% | |||
| 32 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.9M | 0.7% | 15K | +0.2% | |||
| 33 | $AGQ | ProShares Trust II | Financials | $1.9M | 0.7% | 12K | -4% | |||
| 34 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.9M | 0.7% | 5,113 | -22% | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.9M | 0.7% | 6,570 | -3% | |||
| 36 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.8M | 0.7% | 26K | -11% | |||
| 37 | $FISV | FISERV INC | Financials | $1.8M | 0.7% | 40K | +34% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $1.7M | 0.7% | 8,404 | -0.8% | |||
| 39 | $MS | MORGAN STANLEY | Financials | $1.7M | 0.6% | 8,833 | -1% | |||
| 40 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.6% | 2,045 | -2% | |||
| 41 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.6M | 0.6% | 14K | -7% | |||
| 42 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.6M | 0.6% | 10K | -7% | |||
| 43 | $PSX | Phillips 66 | Energy | $1.5M | 0.6% | 5,956 | -4% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $1.5M | 0.6% | 4,437 | -1% | |||
| 45 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.6% | 10K | -5% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.6% | 5,523 | -0.4% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.6% | 4,789 | +10% | |||
| 48 | — | MANAGER DIRECTED PORTFOLIOS - TWIN OAK SHORT | — | $1.5M | 0.6% | 50K | -29% | |||
| 49 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.4M | 0.6% | 16K | +3% | |||
| 50 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.4M | 0.6% | 18K | -2% | |||
| 51 | — | ISHARES TR - SELECT DIVID ETF | — | $1.4M | 0.5% | 9,376 | -2% | |||
| 52 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.4M | 0.5% | 8,850 | -2% | |||
| 53 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.4M | 0.5% | 13K | -29% | |||
| 54 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.5% | 1,880 | +2% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.5% | 4,339 | +0.5% | |||
| 56 | $NEM | NEWMONT Corp /DE/ | Materials | $1.2M | 0.5% | 11K | -8% | |||
| 57 | $C | CITIGROUP INC | Financials | $1.2M | 0.5% | 9,453 | -4% | |||
| 58 | $NGG | NATIONAL GRID PLC | Energy | $1.2M | 0.5% | 16K | -1% | |||
| 59 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.2M | 0.5% | 6,885 | -3% | |||
| 60 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.2M | 0.5% | 11K | -2% | |||
| 61 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.4% | 12K | -2% | |||
| 62 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.1M | 0.4% | 5,699 | -2% | |||
| 63 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.4% | 4,919 | -0.1% | |||
| 64 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.4% | 14K | -2% | |||
| 65 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.4% | 11K | +0.3% | |||
| 66 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.4% | 16K | -4% | |||
| 67 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.0M | 0.4% | 6,146 | -2% | |||
| 68 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.0M | 0.4% | 16K | — | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.4% | 34K | -4% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $985K | 0.4% | 4,734 | +14% | |||
| 71 | $WIX | Wix.com Ltd. | Technology | $983K | 0.4% | 14K | -20% | |||
| 72 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $982K | 0.4% | 3,107 | -0.8% | |||
| 73 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | — | $957K | 0.4% | 7,967 | -4% | |||
| 74 | $GE | GENERAL ELECTRIC CO | Industrials | $944K | 0.4% | 3,022 | -2% | |||
| 75 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $943K | 0.4% | 21K | -3% | |||
| 76 | $ZTS | Zoetis Inc. | Healthcare | $937K | 0.4% | 13K | +27% | |||
| 77 | — | ISHARES TR - US TRSPRTION | — | $922K | 0.3% | 12K | +0.2% | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $867K | 0.3% | 3,943 | -0.8% | |||
| 79 | $O | REALTY INCOME CORP | Real Estate | $865K | 0.3% | 16K | +0.9% | |||
| 80 | $ALB | ALBEMARLE CORP | Materials | $851K | 0.3% | 8,041 | +5% | |||
| 81 | — | ISHARES TR - U.S. MED DVC ETF | — | $846K | 0.3% | 17K | +0.3% | |||
| 82 | $AFL | AFLAC INC | Financials | $837K | 0.3% | 7,492 | -3% | |||
| 83 | $CCI | CROWN CASTLE INC. | Real Estate | $835K | 0.3% | 13K | +18% | |||
| 84 | $TGT | TARGET CORP | Consumer Staples | $833K | 0.3% | 5,317 | -16% | |||
| 85 | $GXO | GXO Logistics, Inc. | Industrials | $826K | 0.3% | 19K | +9% | |||
| 86 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $813K | 0.3% | 18K | -3% | |||
| 87 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | — | $812K | 0.3% | 3,488 | -0.9% | |||
| 88 | — | DIREXION SHARES ETF TRUST - DAILY SMALL CAP | — | $803K | 0.3% | 14K | +0.0% | |||
| 89 | $PFE | PFIZER INC | Healthcare | $799K | 0.3% | 28K | -0.1% | |||
| 90 | $SYM | Symbotic Inc. | Industrials | $791K | 0.3% | 19K | +4% | |||
| 91 | $TROW | PRICE T ROWE GROUP INC | Financials | $789K | 0.3% | 7,582 | +6% | |||
| 92 | $SHW | SHERWIN WILLIAMS CO | Materials | $785K | 0.3% | 2,428 | — | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $766K | 0.3% | 3,545 | +1% | |||
| 94 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $764K | 0.3% | 4,665 | +2% | |||
| 95 | $DOW | DOW INC. | Materials | $757K | 0.3% | 27K | +9% | |||
| 96 | $PEP | PEPSICO INC | Consumer Staples | $756K | 0.3% | 5,966 | -0.6% | |||
| 97 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $750K | 0.3% | 36K | -18% | |||
| 98 | $MMM | 3M CO | Healthcare | $750K | 0.3% | 4,567 | -8% | |||
| 99 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $737K | 0.3% | 19K | -2% | |||
| 100 | $LMT | LOCKHEED MARTIN CORP | Industrials | $729K | 0.3% | 1,432 | -2% | |||
| 101 | — | ISHARES TR - US HOME CONS ETF | — | $726K | 0.3% | 8,346 | +0.1% | |||
| 102 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $722K | 0.3% | 4,968 | -3% | |||
| 103 | $GEV | GE Vernova Inc. | Industrials | $708K | 0.3% | 745 | — | |||
| 104 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $699K | 0.3% | 6,179 | +24% | |||
| 105 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $692K | 0.3% | 13K | +2% | |||
| 106 | $LYB | LyondellBasell Industries N.V. | Materials | $686K | 0.3% | 12K | +9% | |||
| 107 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $675K | 0.3% | 4,117 | -0.8% | |||
| 108 | $GNRC | GENERAC HOLDINGS INC. | Technology | $663K | 0.3% | 3,205 | +7% | |||
| 109 | $TXN | TEXAS INSTRUMENTS INC | Technology | $661K | 0.3% | 2,360 | +0.0% | |||
| 110 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $651K | 0.3% | 4,400 | New | |||
| 111 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $643K | 0.2% | 10K | -5% | |||
| 112 | $KMB | KIMBERLY CLARK CORP | Materials | $641K | 0.2% | 6,583 | -2% | |||
| 113 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $641K | 0.2% | 1,286 | -0.9% | |||
| 114 | $DE | DEERE & CO | Industrials | $633K | 0.2% | 943 | -3% | |||
| 115 | — | BITMINE IMMERSION TECHS INC - COM NEW | — | $629K | 0.2% | 24K | +26% | |||
| 116 | — | DIREXION SHARES ETF TRUST - DLY META BULL 2X | — | $626K | 0.2% | 20K | +8% | |||
| 117 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $615K | 0.2% | 2,966 | +2% | |||
| 118 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $611K | 0.2% | 905 | -7% | |||
| 119 | $CLX | CLOROX CO /DE/ | Consumer Staples | $602K | 0.2% | 7,434 | +20% | |||
| 120 | $DUK | Duke Energy CORP | Utilities | $597K | 0.2% | 5,233 | +0.3% | |||
| 121 | — | ISHARES TR - U.S. INSRNCE ETF | — | $589K | 0.2% | 4,343 | +0.4% | |||
| 122 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $582K | 0.2% | 1,654 | +0.1% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $571K | 0.2% | 8,425 | +0.1% | |||
| 124 | $PSA | Public Storage | Real Estate | $570K | 0.2% | 2,017 | -4% | |||
| 125 | $WDC | WESTERN DIGITAL CORP | Technology | $563K | 0.2% | 1,238 | -6% | |||
| 126 | $SUPN | SUPERNUS PHARMACEUTICALS, INC. | Healthcare | $555K | 0.2% | 13K | -5% | |||
| 127 | $NVO | NOVO NORDISK A S | Healthcare | $552K | 0.2% | 15K | +3% | |||
| 128 | $MA | Mastercard Inc | Financials | $532K | 0.2% | 964 | +0.2% | |||
| 129 | $BDX | BECTON DICKINSON & CO | Healthcare | $531K | 0.2% | 2,966 | -20% | |||
| 130 | $COLD | AMERICOLD REALTY TRUST | Real Estate | $529K | 0.2% | 38K | -5% | |||
| 131 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $514K | 0.2% | 5,467 | -3% | |||
| 132 | $DEO | DIAGEO PLC | Consumer Staples | $509K | 0.2% | 5,946 | -2% | |||
| 133 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $505K | 0.2% | 830 | -6% | |||
| 134 | $ALLY | Ally Financial Inc. | Financials | $500K | 0.2% | 13K | -2% | |||
| 135 | $STT | STATE STREET CORP | Financials | $483K | 0.2% | 12K | +3% | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $474K | 0.2% | 12K | +5% | |||
| 137 | — | ISHARES TR - SP SMCP600VL ETF | — | $469K | 0.2% | 3,660 | -6% | |||
| 138 | $KO | COCA COLA CO | Consumer Staples | $467K | 0.2% | 5,430 | -4% | |||
| 139 | $AMGN | AMGEN INC | Healthcare | $463K | 0.2% | 1,097 | +0.7% | |||
| 140 | $GD | GENERAL DYNAMICS CORP | Industrials | $456K | 0.2% | 1,376 | -2% | |||
| 141 | $CG | Carlyle Group Inc. | Financials | $448K | 0.2% | 11K | +3% | |||
| 142 | — | ISHARES TR - MSCI EMG MKT ETF | — | $445K | 0.2% | 6,662 | -0.3% | |||
| 143 | $HUM | HUMANA INC | Healthcare | $436K | 0.2% | 1,143 | -6% | |||
| 144 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $436K | 0.2% | 7,131 | +0.6% | |||
| 145 | $WEX | WEX Inc. | Industrials | $435K | 0.2% | 2,581 | -29% | |||
| 146 | $BHP | BHP Group Ltd | Materials | $430K | 0.2% | 5,073 | +3% | |||
| 147 | $PODD | INSULET CORP | Healthcare | $429K | 0.2% | 3,285 | +23% | |||
| 148 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $422K | 0.2% | 4,883 | -3% | |||
| 149 | $IOT | Samsara Inc. | Technology | $416K | 0.2% | 11K | -30% | |||
| 150 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $412K | 0.2% | 3,630 | -3% |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 93 added to, 148 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$651K
first bought this quarter
$IBITiShares Bitcoin Trust ETF$247K
first bought this quarter
- PROSHARES TR - PSHS ULTRA QQQ$246K
first bought this quarter
- GRANITESHARES ETF TR - 2X LNG BABA DAL$244K
first bought this quarter
$CRMSalesforce, Inc.$223K
first bought this quarter
$UBERUber Technologies, Inc$213K
first bought this quarter
+2 more in the Excel export
Added to (93)
$FISVFISERV INC+34%
now $1.8M · held 5+ qtrs, 4 adds in a row
$ZTSZoetis Inc.+27%
now $937K · held 5+ qtrs, 4 adds in a row
$STZCONSTELLATION BRANDS, INC.+24%
now $699K · held 5+ qtrs, 3 adds in a row
- BITMINE IMMERSION TECHS INC - COM NEW+26%
now $629K
$CCICROWN CASTLE INC.+18%
now $835K · held 5+ qtrs, 4 adds in a row
$IVZInvesco Ltd.+10%
now $1.5M · held 5+ qtrs
+87 more in the Excel export
Trimmed (148)
- MANAGER DIRECTED PORTFOLIOS - TWIN OAK SHORT-29%
now $1.5M
$BABAAlibaba Group Holding Ltd-29%
now $1.4M · held 5+ qtrs
now $10.2M · held 5+ qtrs, 2 trims in a row
$UNHUNITEDHEALTH GROUP INC-22%
now $1.9M · held 5+ qtrs
now $8.2M · held 5+ qtrs
now $10.2M · held 5+ qtrs, 2 trims in a row
+142 more in the Excel export
Sold out (12)
$XOM.R34088EXXON MOBIL CORPwas $1.8M
held 10+ qtrs
$WELLWELLTOWER INC.was $1.1M
held 10+ qtrs
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $993K
held 10+ qtrs
$GLWCORNING INC /NYwas $333K
held 1 qtr
$OKEONEOK INC /NEW/was $253K
held 2 qtrs
- VANGUARD INDEX FDS - EXTEND MKT ETFwas $235K
+6 more in the Excel export
Holdings by quarter
Every 13F Retirement Planning Co of New England, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Retirement Planning of New England?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Retirement Planning of New England's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 15% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Retirement Planning Co of New England, Inc. disclosed 256 positions worth $263.0M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 3.9% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 8 new positions and exited 12 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (23.6% of disclosed assets). All figures are sourced directly from Retirement Planning Co of New England, Inc.’s Form 13F-HR filing with the SEC under CIK 1817693.
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