Retirement Planning Co of New England, Inc. ETF holdings
Warwick, RI
Reported $69.5M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$69.5M
ETFs held
75
Change from prior quarter
+18.5%
With price moves
ETFs as a share of its 13F
25.0%
of $277.9M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $8.7M | 11,762 | −67 shares |
| TQQQ | ProShares UltraPro QQQ | $3.6M | 44,551 | −3,370 shares |
| EIPI | FT Energy Income Partners Enhanced Income ETF | $3.2M | 146,441 | +1,142 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $3.1M | 38,051 | +28,406 shares |
| USD | ProShares Ultra Semiconductors | $2.6M | 24,707 | −24,203 shares |
| VUG | Vanguard Morningstar Growth ETF | $2.3M | 26,774 | +22,212 shares |
| VNQ | Vanguard Real Estate ETF | $2.2M | 23,051 | −373 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $2.0M | 6,752 | −181 shares |
| TOAK | Twin Oak Short Horizon Absolute Return ETF | $2.0M | 70,361 | −14,785 shares |
| ROM | ProShares Ultra Technology | $2.0M | 12,570 | −1,593 shares |
65 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) 0001817693. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Retirement Planning Co of New England, Inc. own?
Retirement Planning Co of New England, Inc. reported 75 ETF positions worth $69.5M in its Form 13F for June 30, 2026. The largest was QQQ, at $8.7M.
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.