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David Kopyc

Retirement Planning Group, Llc Ny

Assets Managed
$155.185M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
5.86%(2Q avg: 7.76%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Planning Group, Llc Ny's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Retirement Planning Group, Llc Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.185M in assets, with a quarterly growth rate of 5.86% and a 2-quarter average growth rate of 7.76%. The portfolio is managed by David Kopyc, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 6.11%
8.93%
$13.846M
244,288 shares@ $56.69 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.47%
6.86%
$10.633M
18,422 shares@ $577.18 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 12.39%
5.86%
$9.082M
79,036 shares@ $114.91 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 16.42%
3.95%
$6.13M
199,796 shares@ $30.69 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Decreased -0.37%
3.89%
$6.023M
118,537 shares@ $50.82 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 18.9%
3.66%
$5.666M
145,349 shares@ $38.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.48%
3.37%
$5.219M
20,565 shares@ $253.8 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 6.96%
3.34%
$5.181M
127,791 shares@ $40.54 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 18.25%
3.2%
$4.955M
20,851 shares@ $237.62 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -2.51%
3.13%
$4.853M
79,220 shares@ $61.26 avg price

1-10 of 94