Holders — by stockHoldings — by fund
New England Professional Planning Group Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001540867
$267.9M
disclosed book value
50
positions
35.5%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 126,855 | $95.0M | 35.5% |
| 2 | JIREJ P MORGAN EXCHANGE TRADED F | 761,909 | $62.8M | 23.5% |
| 3 | IJHISHARES TR | 669,121 | $51.6M | 19.3% |
| 4 | IJRISHARES TR | 177,489 | $26.3M | 9.8% |
| 5 | RJFRAYMOND JAMES FINL INC | 46,999 | $7.1M | 2.7% |
| 6 | IXUSISHARES TR | 22,723 | $2.2M | 0.8% |
| 7 | AAPLAPPLE INC | 4,860 | $1.4M | 0.5% |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 7,574 | $1.2M | 0.4% |
| 9 | UNPUNION PAC CORP | 4,047 | $1.1M | 0.4% |
| 10 | VTIVANGUARD INDEX FDS | 2,804 | $1.0M | 0.4% |
| 11 | XOMEXXON MOBIL CORP | 7,519 | $1.0M | 0.4% |
| 12 | IWMISHARES TR | 3,366 | $1.0M | 0.4% |
| 13 | SLVISHARES SILVER TR | 17,774 | $950,376 | 0.4% |
| 14 | IWRISHARES TR | 8,058 | $888,948 | 0.3% |
| 15 | QUALISHARES TR | 4,045 | $887,581 | 0.3% |
| 16 | IWFISHARES TR | 5,720 | $710,252 | 0.3% |
| 17 | CSCOCISCO SYS INC | 5,945 | $698,300 | 0.3% |
| 18 | ACWXISHARES TR | 8,801 | $669,864 | 0.3% |
| 19 | NVDANVIDIA CORPORATION | 3,299 | $660,097 | 0.2% |
| 20 | AVGOBROADCOM INC | 1,556 | $587,779 | 0.2% |
| 21 | ADIANALOG DEVICES INC | 1,432 | $568,747 | 0.2% |
| 22 | SPHBINVESCO EXCH TRADED FD TR II | 3,615 | $562,491 | 0.2% |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,092 | $546,426 | 0.2% |
| 24 | TXNTEXAS INSTRS INC | 1,654 | $493,008 | 0.2% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 631 | $471,212 | 0.2% |
| 26 | PFEPFIZER INC | 19,167 | $461,532 | 0.2% |
| 27 | QQQINVESCO QQQ TR | 611 | $449,942 | 0.2% |
| 28 | BACBANK OF AMER CORP | 7,816 | $445,356 | 0.2% |
| 29 | JPMJPMORGAN CHASE & CO | 1,341 | $438,949 | 0.2% |
| 30 | RTXRTX CORPORATION | 2,106 | $399,571 | 0.1% |
| 31 | CMICUMMINS INC | 500 | $356,605 | 0.1% |
| 32 | IWPISHARES TR | 2,410 | $352,848 | 0.1% |
| 33 | SMHVANECK ETF TRUST | 484 | $317,451 | 0.1% |
| 34 | DEDEERE & CO | 500 | $317,165 | 0.1% |
| 35 | ABBVABBVIE INC | 1,250 | $314,550 | 0.1% |
| 36 | CBCHUBB LIMITED | 877 | $298,829 | 0.1% |
| 37 | VYMVANGUARD WHITEHALL FDS | 1,869 | $295,358 | 0.1% |
| 38 | IWOISHARES TR | 743 | $292,712 | 0.1% |
| 39 | BNBROOKFIELD CORP | 6,750 | $287,483 | 0.1% |
| 40 | IWBISHARES TR | 678 | $277,642 | 0.1% |
| 41 | GEVGE VERNOVA INC | 210 | $246,720 | 0.1% |
| 42 | GEGE AEROSPACE | 655 | $244,794 | 0.1% |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 850 | $239,028 | 0.1% |
| 44 | IAUISHARES GOLD TR | 3,025 | $228,418 | 0.1% |
| 45 | QCOMQUALCOMM INC | 1,165 | $215,280 | 0.1% |
| 46 | TTEKTETRA TECH INC NEW | 7,415 | $214,219 | 0.1% |
| 47 | VGTVANGUARD WORLD FD | 1,736 | $207,487 | 0.1% |
| 48 | OROR ROYALTIES INC. | 6,482 | $205,026 | 0.1% |
| 49 | MRSHMARSH & MCLENNAN COS INC | 1,211 | $201,837 | 0.1% |
| 50 | LFVNLIFEVANTAGE CORP | 11,658 | $72,746 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.