Retirement Planning Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Alexis Barling, the Chief Compliance Officer of the firm, and was submitted on October 19, 2026.
The report lists a total of 532 equity securities held by the firm. The top holdings by number of shares include Costco Wholesale Corporation, with 46,489,809 shares; Alphabet Inc. Class C shares, with 7,229,569 shares; and Apple Inc., with 56,081,243 shares. Other significant positions include Amazon.com Inc. with 15,695,140 shares and Exxon Mobil Holdings Corp. with 5,917,142 shares.
The portfolio includes a mix of large-cap U.S. equities, international stocks, and exchange-traded funds (ETFs). Notable holdings include Berkshire Hathaway Inc. Class B, General Dynamics Corporation, and various ETFs such as the iShares U.S. Equity ETF and the First Trust Nasdaq Artificial Intelligence and Robotics ETF. The filing details specific share counts and identifies the sole voting and dispositive power for each security.
