New England Professional Planning Group Inc. holds a concentrated book of 50 stocks worth $267.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 35% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1540867/holdings"
Use Arkolith to show New England Professional Planning Group Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning New England Professional Planning Group Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as New England Professional Planning Group Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 62 / 50 | $452.5B |
| BANK OF AMERICA CORP /DE/ | 62 / 50 | $331.2B |
| WELLS FARGO & COMPANY/MN | 62 / 50 | $139.5B |
| ROYAL BANK OF CANADA | 62 / 50 | $133.7B |
| UBS Group AG | 62 / 50 | $122.0B |
| LPL Financial LLC | 62 / 50 | $73.1B |
| Cetera Investment Advisers | 62 / 50 | $19.5B |
| OSAIC HOLDINGS, INC. | 62 / 50 | $14.8B |
Ranked by how many of New England Professional Planning Group Inc.'s top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $95.0M | 126.9K | 35.5% | ▼−0.7% Reduced · −926 sh | |
| 2 | J P Morgan Exchange Traded F INTRNL RES EQT | $62.8M | 761.9K | 23.5% | ▼−2.0% Reduced · −16K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $51.6M | 669.1K | 19.3% | ▼−0.2% Reduced · −1K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $26.3M | 177.5K | 9.8% | ▲+0.1% Added · +156 sh | |
| 5 | Raymond James Finl Inc COM | $7.1M | 47.0K | 2.7% | ▲+0.3% Added · +165 sh | |
| 6 | Ishares TR CORE MSCI TOTAL | $2.2M | 22.7K | 0.8% | ▲+2.9% Added · +632 sh | |
| 7 | Apple Inc COM | $1.4M | 4.9K | 0.5% | ▲~0% Added · +1 sh | |
| 8 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 7.6K | 0.4% | —Held | |
| 9 | Union Pac Corp COM | $1.1M | 4.0K | 0.4% | ▼−1.7% Reduced · −69 sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $1.0M | 2.8K | 0.4% | —Held | |
| 11 | Exxon Mobil Corp COM | $1.0M | 7.5K | 0.4% | ▼−11% Reduced · −975 sh | |
| 12 | Ishares TR RUSSELL 2000 ETF | $1.0M | 3.4K | 0.4% | ▲~0% Added · +1 sh | |
| 13 | Ishares Silver TR ISHARES | $950K | 17.8K | 0.4% | —Held | |
| 14 | Ishares TR RUS MID CAP ETF | $889K | 8.1K | 0.3% | ▲+0.1% Added · +6 sh | |
| 15 | Ishares TR MSCI USA QLT FCT | $888K | 4.0K | 0.3% | ▲+0.1% Added · +5 sh | |
| 16 | Ishares TR RUS 1000 GRW ETF | $710K | 5.7K | 0.3% | ▲+279% Added · +4K sh | |
| 17 | Cisco Sys Inc COM | $698K | 5.9K | 0.3% | —Held | |
| 18 | Ishares TR MSCI ACWI EX US | $670K | 8.8K | 0.3% | ▲+0.5% Added · +44 sh | |
| 19 | Nvidia Corporation COM | $660K | 3.3K | 0.2% | ▼−4.9% Reduced · −170 sh | |
| 20 | Broadcom Inc COM | $588K | 1.6K | 0.2% | —Held | |
| 21 | Analog Devices Inc COM | $569K | 1.4K | 0.2% | —Held | |
| 22 | Invesco Exch Traded FD TR II S&P 500 HB ETF | $562K | 3.6K | 0.2% | ▲+0.1% Added · +4 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $546K | 1.1K | 0.2% | —Held | |
| 24 | Texas Instrs Inc COM | $493K | 1.7K | 0.2% | ▼−14% Reduced · −272 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $471K | 631 | 0.2% | —Held | |
| 26 | Pfizer Inc COM | $462K | 19.2K | 0.2% | ▼−2.3% Reduced · −444 sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $450K | 611 | 0.2% | ▲+55% Added · +217 sh | |
| 28 | Bank Of Amer Corp COM | $445K | 7.8K | 0.2% | ▼−11% Reduced · −985 sh | |
| 29 | JPMorgan Chase & Co COM | $439K | 1.3K | 0.2% | ▼−6.0% Reduced · −86 sh | |
| 30 | RTX Corporation COM | $400K | 2.1K | 0.1% | —Held | |
| 31 | Cummins Inc COM | $357K | 500 | 0.1% | —Held | |
| 32 | Ishares TR RUS MD CP GR ETF | $353K | 2.4K | 0.1% | ▲+36% Added · +632 sh | |
| 33 | Vaneck ETF Trust SEMICONDUCTR ETF | $317K | 484 | 0.1% | ▲New New position | |
| 34 | Deere & Co COM | $317K | 500 | 0.1% | ▼−16% Reduced · −93 sh | |
| 35 | Abbvie Inc COM | $315K | 1.3K | 0.1% | —Held | |
| 36 | Chubb Limited COM | $299K | 877 | 0.1% | —Held | |
| 37 | Vanguard Whitehall FDS HIGH DIV YLD | $295K | 1.9K | 0.1% | ▼−34% Reduced · −955 sh | |
| 38 | Ishares TR RUS 2000 GRW ETF | $293K | 743 | 0.1% | —Held | |
| 39 | Brookfield Corp CL A LTD VT SH | $287K | 6.8K | 0.1% | —Held | |
| 40 | Ishares TR RUS 1000 ETF | $278K | 678 | 0.1% | —Held | |
| 41 | Ge Vernova Inc COM | $247K | 210 | 0.1% | ▼−8.7% Reduced · −20 sh | |
| 42 | Ge Aerospace COM NEW | $245K | 655 | 0.1% | ▼−29% Reduced · −272 sh | |
| 43 | International Business Machs COM | $239K | 850 | 0.1% | ▼−2.4% Reduced · −21 sh | |
| 44 | Ishares Gold TR ISHARES NEW | $228K | 3.0K | 0.1% | —Held | |
| 45 | Qualcomm Inc COM | $215K | 1.2K | 0.1% | ▲New New position | |
| 46 | Tetra Tech Inc New COM | $214K | 7.4K | 0.1% | —Held | |
| 47 | Vanguard World FD INF TECH ETF | $207K | 1.7K | 0.1% | ▲New New position | |
| 48 | Or Royalties Inc. COM SHS | $205K | 6.5K | 0.1% | ▲+0.1% Added · +8 sh | |
| 49 | Marsh & McLennan Cos Inc COM | $202K | 1.2K | 0.1% | —Held | |
| 50 | Lifevantage Corp COM NEW | $73K | 11.7K | 0.0% | ▲+0.5% Added · +63 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 50 | $267.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 49 | $239.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 49 | $238.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 46 | $218.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 46 | $219.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 46 | $200.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 48 | $200.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 51 | $202.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.