Retirement Planning Co of New England, Inc.: 13F holdings

CIK 18176932026Q2

Positions260
Reported value$277.9m
Filed2026-07-30

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION47,091$9.4m3.4%
AAPL APPLE INC31,965$9.2m3.3%
ZEVRA THERAPEUTICS INC634,410$9.1m3.3%
QQQ INVESCO QQQ TR11,762$8.7m3.1%
GOOGL ALPHABET INC17,727$6.3m2.3%
GOOG ALPHABET INC14,689$5.2m1.9%
AVGO BROADCOM INC13,500$5.1m1.8%
ABBV ABBVIE INC20,235$5.1m1.8%
BA BOEING CO23,187$5.0m1.8%
AMZN AMAZON COM INC19,955$4.8m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1817693")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples