New England Professional Planning Group Inc. ETF holdings
Westerly, RI
Reported $248.7M in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$248.7M
ETFs held
23
Change from prior quarter
+12.6%
With price moves
ETFs as a share of its 13F
92.8%
of $267.9M
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $95.0M | 126,855 | −926 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $62.8M | 761,909 | −15,813 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $51.6M | 669,121 | −1,148 shares |
| IJR | iShares Core S&P Small-Cap ETF | $26.3M | 177,489 | +156 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $2.2M | 22,723 | +632 shares |
| VT | Vanguard Total World Stock ETF | $1.2M | 7,574 | No change |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.0M | 2,804 | No change |
| IWM | iShares Russell 2000 ETF | $1.0M | 3,366 | +1 shares |
| SLV | iShares Silver Trust | $950K | 17,774 | No change |
| IWR | iShares Russell Mid-Cap ETF | $889K | 8,058 | +6 shares |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001540867. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does New England Professional Planning Group Inc. own?
New England Professional Planning Group Inc. reported 23 ETF positions worth $248.7M in its Form 13F for June 30, 2026. The largest was IVV, at $95.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.