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Alexis Barling

Retirement Planning Group, Llc

Assets Managed
$3.227B
Holdings
481
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
6.02%(2Q avg: 5.87%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Planning Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 481 positions.

Assets under management

The assets under management (AUM) of Retirement Planning Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.227B in assets, with a quarterly growth rate of 6.02% and a 2-quarter average growth rate of 5.87%. The portfolio is managed by Alexis Barling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.78%
9.05%
$292.031M
488,714 shares@ $597.55 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 2.77%
7.17%
$231.399M
4.331M shares@ $53.44 avg price
FSMD
Fidelity Small-mid Multifact
Recent Activity
Increased 28.48%
7.16%
$230.996M
5.165M shares@ $44.72 avg price
DIVI
Franklin International Core
Recent Activity
Increased 14.02%
6.99%
$225.313M
5.66M shares@ $39.81 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 12.06%
5.25%
$169.355M
6.464M shares@ $26.21 avg price
UBND
Victoryshares Core Plus Inte
Recent Activity
Increased 13.13%
4.97%
$160.269M
7.359M shares@ $21.79 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 9.93%
4.43%
$142.655M
3.181M shares@ $44.86 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 9.41%
4.34%
$139.898M
2.533M shares@ $55.24 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 5.53%
4.32%
$139.337M
2.55M shares@ $54.65 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 14.21%
4.02%
$129.737M
2.844M shares@ $45.62 avg price

1-10 of 481