SEC Form 13F

Retirement Planning Co of New England, Inc. 13F Holdings

Inspect Retirement Planning Co of New England, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-31T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-31
Reported value
$277,899,602
Positions
260

Read this manager's filing book

Step 1 of 3

Disclosed positions

Retirement Planning Co of New England, Inc.: source evidence dated 2026-07-31T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$9,422,461
Reported amount
47,091
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-002949
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
Show the table · 50 rows, 7 columns

Scroll sideways to compare all columns. Select a heading to sort.

NVIDIA CORPORATIONNVDACOM$9,422,46147,091SHNone
APPLE INCAAPLCOM$9,249,52431,965SHNone
ZEVRA THERAPEUTICS INCZVRACOM NEW$9,097,439634,410SHNone
INVESCO QQQ TRQQQUNIT SER 1$8,661,31611,762SHNone
ALPHABET INCGOOGLCAP STK CL A$6,335,06217,727SHNone
ALPHABET INCGOOGCAP STK CL C$5,189,89214,689SHNone
BROADCOM INCAVGOCOM$5,099,43813,500SHNone
ABBVIE INCABBVCOM$5,091,92320,235SHNone
BOEING COBACOM$5,019,20523,187SHNone
AMAZON COM INCAMZNCOM$4,756,07519,955SHNone
META PLATFORMS INCMETACL A$4,369,4517,757SHNone
EATON CORP PLCETNSHS$3,893,0579,136SHNone
MICROSOFT CORPMSFTCOM$3,694,1649,903SHNone
PROSHARES TRTQQQULTRAPRO QQQ$3,608,64344,551SHNone
BLACKSTONE INCBXCOM$3,493,47529,689SHNone
FIRST TR EXCHNG TRADED FD VIEIPIFT ENER INCO ETF$3,198,262146,441SHNone
VANGUARD INDEX FDSVOMID CAP ETF$3,065,78138,051SHNone
ELI LILLY & COLLYCOM$2,882,5592,403SHNone
RTX CORPORATIONRTXCOM$2,854,69715,046SHNone
INTEL CORPINTCCOM$2,852,95520,432SHNone
VISA INCVCOM CL A$2,834,4998,262SHNone
GOLDMAN SACHS GROUP INCGSCOM$2,827,4652,796SHNone
MICRON TECHNOLOGY INCMUCOM$2,754,0222,386SHNone
UNITEDHEALTH GROUP INCUNHCOM$2,722,9976,551SHNone
CVS HEALTH CORPCVSCOM$2,619,63925,323SHNone
PROSHARES TRUSDPSHS ULT SEMICDT$2,575,95624,707SHNone
KINDER MORGAN INC DELKMICOM$2,454,14576,764SHNone
BANK OF AMER CORPBACCOM$2,439,61142,815SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$2,306,34826,774SHNone
PHILIP MORRIS INTL INCPMCOM$2,288,09012,648SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$2,222,76323,051SHNone
CATERPILLAR INCCATCOM$2,221,4592,086SHNone
QUALCOMM INCQCOMCOM$2,170,82111,748SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$2,046,7956,752SHNone
MANAGER DIRECTED PORTFOLIOSTOAKTWIN OAK SHORT$2,028,85970,361SHNone
PROSHARES TRROMPSHS ULTRA TECH$1,950,87612,570SHNone
FREEPORT MCMORAN INCFCXCL B$1,874,72029,810SHNone
MORGAN STANLEYMSCOM NEW$1,870,9658,950SHNone
VANGUARD WORLD FDVGTINF TECH ETF$1,847,84715,461SHNone
EXXON MOBIL CORPXOMCOM$1,799,18613,160SHNone
FIRST TR EXCHANGE TRADED FDTDIVNASD TECH DIV$1,718,51514,959SHNone
ALIBABA GROUP HLDG LTDBABASPONSORED ADS$1,714,29917,861SHNone
HOME DEPOT INCHDCOM$1,522,1324,316SHNone
WELLS FARGO & COWFCCOM$1,520,01218,393SHNone
ISHARES TRDVYSELECT DIVID ETF$1,490,8649,538SHNone
JPMORGAN CHASE & COJPMCOM$1,470,7744,493SHNone
FISERV INCFISVCOM$1,456,88329,702SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$1,431,2259,057SHNone
GILEAD SCIENCES INCGILDCOM$1,418,37711,227SHNone
JOHNSON & JOHNSONJNJCOM$1,408,1275,544SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.