Retirement Planning Co of New England, Inc. holds a diversified book of 260 stocks worth $277.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1817693/holdings"
Use Arkolith to show Retirement Planning Co of New England, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% 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 Retirement Planning Co of New England, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $566.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $154.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.1B |
| JPMORGAN CHASE & CO | 78 / 80 | $557.7B |
| ROYAL BANK OF CANADA | 78 / 80 | $157.8B |
| UBS Group AG | 78 / 80 | $152.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $13.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 77 / 80 | $86.2B |
Ranked by how many of Retirement Planning Co of New England, Inc.'s top 80 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 | Nvidia Corporation COM | $9.4M | 47.1K | 3.4% | ▼−11% Reduced · −6K sh | |
| 2 | Apple Inc COM | $9.2M | 32.0K | 3.3% | ▼−9.1% Reduced · −3K sh | |
| 3 | Zevra Therapeutics Inc COM NEW | $9.1M | 634.4K | 3.3% | ▼−2.6% Reduced · −17K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $8.7M | 11.8K | 3.1% | ▼−0.6% Reduced · −67 sh | |
| 5 | Alphabet Inc CAP STK CL A | $6.3M | 17.7K | 2.3% | ▼−5.3% Reduced · −1K sh | |
| 6 | Alphabet Inc CAP STK CL C | $5.2M | 14.7K | 1.9% | ▼−6.4% Reduced · −1K sh | |
| 7 | Broadcom Inc COM | $5.1M | 13.5K | 1.8% | ▼−11% Reduced · −2K sh | |
| 8 | Abbvie Inc COM | $5.1M | 20.2K | 1.8% | ▼−0.5% Reduced · −106 sh | |
| 9 | Boeing Co COM | $5.0M | 23.2K | 1.8% | ▲+13% Added · +3K sh | |
| 10 | Amazon Com Inc COM | $4.8M | 20.0K | 1.7% | ▼−4.0% Reduced · −823 sh | |
| 11 | Meta Platforms Inc CL A | $4.4M | 7.8K | 1.6% | ▲+4.3% Added · +324 sh | |
| 12 | Eaton Corp PLC SHS | $3.9M | 9.1K | 1.4% | ▼−2.2% Reduced · −203 sh | |
| 13 | Microsoft Corp COM | $3.7M | 9.9K | 1.3% | ▲+0.2% Added · +21 sh | |
| 14 | Proshares TR ULTRAPRO QQQ | $3.6M | 44.6K | 1.3% | ▼−7.0% Reduced · −3K sh | |
| 15 | Blackstone Inc COM | $3.5M | 29.7K | 1.3% | ▼−0.8% Reduced · −232 sh | |
| 16 | First TR Exchng Traded FD VI FT ENER INCO ETF | $3.2M | 146.4K | 1.2% | ▲+0.8% Added · +1K sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $3.1M | 38.1K | 1.1% | ▲+295% Added · +28K sh | |
| 18 | Eli Lilly & Co COM | $2.9M | 2.4K | 1.0% | ▼−0.7% Reduced · −16 sh | |
| 19 | RTX Corporation COM | $2.9M | 15.0K | 1.0% | ▼−0.2% Reduced · −27 sh | |
| 20 | Intel Corp COM | $2.9M | 20.4K | 1.0% | ▼−16% Reduced · −4K sh | |
| 21 | Visa Inc COM CL A | $2.8M | 8.3K | 1.0% | ▼−2.4% Reduced · −204 sh | |
| 22 | Goldman Sachs Group Inc COM | $2.8M | 2.8K | 1.0% | ▼−1.3% Reduced · −36 sh | |
| 23 | Micron Technology Inc COM | $2.8M | 2.4K | 1.0% | ▼−34% Reduced · −1K sh | |
| 24 | Unitedhealth Group Inc COM | $2.7M | 6.6K | 1.0% | ▲+148% Added · +4K sh | |
| 25 | CVS Health Corp COM | $2.6M | 25.3K | 0.9% | ▼−5.9% Reduced · −2K sh | |
| 26 | Proshares TR PSHS ULT SEMICDT | $2.6M | 24.7K | 0.9% | ▼−49% Reduced · −24K sh | |
| 27 | Kinder Morgan Inc Del COM | $2.5M | 76.8K | 0.9% | ▼−0.5% Reduced · −412 sh | |
| 28 | Bank Of Amer Corp COM | $2.4M | 42.8K | 0.9% | ▼−0.4% Reduced · −181 sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $2.3M | 26.8K | 0.8% | ▲+487% Added · +22K sh | |
| 30 | Philip Morris Intl Inc COM | $2.3M | 12.6K | 0.8% | ▲+0.4% Added · +54 sh | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $2.2M | 23.1K | 0.8% | ▼−1.6% Reduced · −373 sh | |
| 32 | Caterpillar Inc COM | $2.2M | 2.1K | 0.8% | ▼−5.4% Reduced · −119 sh | |
| 33 | Qualcomm Inc COM | $2.2M | 11.7K | 0.8% | ▼−10% Reduced · −1K sh | |
| 34 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.8K | 0.7% | ▼−2.6% Reduced · −181 sh | |
| 35 | Manager Directed Portfolios TWIN OAK SHORT | $2.0M | 70.4K | 0.7% | ▼−17% Reduced · −15K sh | |
| 36 | Proshares TR PSHS ULTRA TECH | $2.0M | 12.6K | 0.7% | ▼−11% Reduced · −2K sh | |
| 37 | Freeport McMoran Inc CL B | $1.9M | 29.8K | 0.7% | ▼−3.5% Reduced · −1K sh | |
| 38 | Morgan Stanley COM NEW | $1.9M | 8.9K | 0.7% | ▼−1.2% Reduced · −107 sh | |
| 39 | Vanguard World FD INF TECH ETF | $1.8M | 15.5K | 0.7% | ▲+668% Added · +13K sh | |
| 40 | Exxon Mobil Corp COM | $1.8M | 13.2K | 0.6% | ▼−12% Reduced · −2K sh | |
| 41 | First TR Exchange Traded FD NASD TECH DIV | $1.7M | 15.0K | 0.6% | ▼−4.5% Reduced · −705 sh | |
| 42 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.7M | 17.9K | 0.6% | ▲+22% Added · +3K sh | |
| 43 | Home Depot Inc COM | $1.5M | 4.3K | 0.5% | ▲+1.3% Added · +57 sh | |
| 44 | Wells Fargo & Co COM | $1.5M | 18.4K | 0.5% | ▼−0.7% Reduced · −123 sh | |
| 45 | Ishares TR SELECT DIVID ETF | $1.5M | 9.5K | 0.5% | ▲~0% Added · +2 sh | |
| 46 | JPMorgan Chase & Co COM | $1.5M | 4.5K | 0.5% | ▼−5.9% Reduced · −280 sh | |
| 47 | Fiserv Inc COM | $1.5M | 29.7K | 0.5% | ▲+102% Added · +15K sh | |
| 48 | Vanguard Whitehall FDS HIGH DIV YLD | $1.4M | 9.1K | 0.5% | ▼−0.8% Reduced · −75 sh | |
| 49 | Gilead Sciences Inc COM | $1.4M | 11.2K | 0.5% | ▼−0.8% Reduced · −93 sh | |
| 50 | Johnson & Johnson COM | $1.4M | 5.5K | 0.5% | ▼−6.8% Reduced · −404 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.