New England Professional Planning Group Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's Chief Operating Officer, Joanna Valentini, as the authorized signatory for the report.
The portfolio consists of 49 individual positions. The largest holding in the portfolio is Pfizer Inc., for which the firm reported ownership of 5,857,200 shares. This is followed by ISHARES TR CORE S&P MCP ETF, which holds 663,896 shares, and ISHARES TR CORE S&P SCP ETF, with 175,157 shares. Other notable individual stock positions include Rayonier Advanced Materials (6,495 shares), Berkshire Hathaway Inc. Class B (1,092 shares), and Analog Devices Inc. (1,432 shares).
The filing indicates that all positions are held in a Sole voting capacity with no shared investment power. The report covers the reporting period ending September 30, 2026, and was filed on October 29, 2026.
