Retirement Planning Co of New England, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 256 distinct positions.
The largest holding in the portfolio is NVIDIA Corporation, for which the firm holds 10,218,196 shares. Other notable positions include Apple Inc. with 10,191,824 shares, Microsoft Corporation with 5,001,344 shares, and Alphabet Inc. Class A shares with 5,912,258 shares.
The filing also lists significant investments in major financial institutions and industrial conglomerates. These include Bank of America Corporation (2,260,748 shares), JPMorgan Chase & Co. (1,467,972 shares), and Berkshire Hathaway Inc. Class B (640,530 shares). Industrial and energy companies such as General Motors (241,261 shares), Chevron Corporation (1,716,109 shares), and Kinder Morgan Inc. (2,245,544 shares) are also represented in the portfolio.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). Top ETF holdings include Invesco QQQ Trust (8,247,474 shares), First Trust Exchange-Traded Fund VI FT Energy Income ETF (1,441,32 shares), and SPDR Series Trust S&P 500 ETF (1,446,213 shares). The filing was signed by Sotirios Mike Pappas, Chief Compliance Officer, on October 15, 2026.
