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Q2 2026 13F · SEC CIK 1540867

New England Professional Planning Group Inc.

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$267.9M
Reported positions
50
Top holdings a year, 3 yrs
+17.0%
Assets under management
$1.3B

New England Professional Planning Group Inc. is a wealth manager that reported 50 positions worth $267.9M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 35.5%), J P Morgan Exchange Traded F (JIRE, 23.5%), Ishares Tr (IJH, 19.3%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.

New England Professional Planning Group Inc. holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

New England Professional Planning Group Inc. 13F holdings
Stock% of 13F valueShare changeReported value
IVVIshares Core S&p 500 ETF35.5%-0.7%$95.0M
JIREJ P Morgan Exchange Traded F23.5%-2.0%$62.8M
IJHIshares Tr19.3%-0.2%$51.6M
IJRIshares Core S&p Small Cap ETF9.8%+0.1%$26.3M
RJFRaymond James Finl Inc2.7%+0.4%$7.1M
IXUSIshares Core Msci Total International St0.8%+2.9%$2.2M
AAPLApple Inc0.5%+0.0%$1.4M
VTVanguard Total World Stock Index Fund Et0.4%+0.0%$1.2M
UNPUnion Pac Corp0.4%-1.7%$1.1M
VTIVanguard Index Fds0.4%+0.0%$1.0M
XOMExxon Mobil Corp0.4%-11.5%$1.0M
IWMIshares0.4%+0.0%$1.0M
SLVIshares Silver Tr0.4%+0.0%$950K
IWRIshares Russell Midcap ETF0.3%+0.1%$889K
QUALIshares Msci USA Quality Factor ETF0.3%+0.1%$888K
IWFIshares Russell 1000 Growth ETF0.3%+278.8%$710K
CSCOCisco Sys Inc0.3%+0.0%$698K
ACWXIshares Tr0.3%+0.5%$670K
NVDANvidia Corporation Com0.2%-4.9%$660K
AVGOBroadcom Inc0.2%+0.0%$588K
ADIAnalog Devices Inc0.2%+0.0%$569K
SPHBInvesco Exch Traded Fd Tr II0.2%+0.1%$562K
BRK-BBerkshire Hathaway Inc Del0.2%+0.0%$546K
TXNTexas Instruments Inc0.2%-14.1%$493K
SPYSpdr S&p 500 ETF Tr0.2%+0.0%$471K
PFEPfizer Inc0.2%-2.3%$462K
QQQInvesco Qqq Tr0.2%+55.1%$450K
BACBank of Amer Corp0.2%-11.2%$445K
JPMJpmorgan Chase & Co0.2%-6.0%$439K
RTXRtx Corporation Com0.1%+0.0%$400K
CMICummins Inc0.1%+0.0%$357K
IWPIshares Russell Mid-Cap Growth ETF0.1%+35.5%$353K
SMHVaneck Semiconductor ETF0.1%—$317K
DEDeere & Co Com0.1%-15.7%$317K
ABBVAbbvie Inc0.1%+0.0%$315K
CBChubb Limited Com0.1%+0.0%$299K
VYMVym0.1%-33.8%$295K
IWOIshares Russell 2000 Growth ETF0.1%+0.0%$293K
BNBrookfield Corp0.1%+0.0%$287K
IWBIshares Russell 1000 ETF0.1%+0.0%$278K
GEVGe Vernova Inc0.1%-8.7%$247K
GEGe Aerospace0.1%-29.3%$245K
IBMInternational Business Machs0.1%-2.4%$239K
IAUIshares Gold Trust0.1%+0.0%$228K
QCOMQualcomm Inc0.1%—$215K
TTEKTetra Tech Inc New Com0.1%+0.0%$214K
VGTVanguard Info Tech0.1%—$207K
OROr Royalties Inc.0.1%+0.1%$205K
MRSHMarsh0.1%+0.0%$202K
LFVNLifevantage Corp0.0%+0.5%$73K

What New England Professional Planning Group Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+21.6% /yr
S&P 500 +20.1%
3 years
+17.0% /yr
S&P 500 +20.4%
5 years
+8.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$267.9M50
Q1 2026$239.3M49
Q4 2025$238.6M49
Q3 2025$218.2M43
Q2 2025$219.5M46
Q1 2025$200.9M46
Q4 2024$200.8M48
Q3 2024$202.0M51
Q2 2024$190.4M50
Q1 2024$191.7M54
Q4 2023$175.9M43
Q3 2023$161.5M41

Questions about New England Professional Planning Group Inc.'s portfolio

What stocks does New England Professional Planning Group Inc. own?

New England Professional Planning Group Inc.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 50 positions worth $267.9M. The largest are Ishares Core S&p 500 ETF (IVV) at 35.5%, J P Morgan Exchange Traded F (JIRE) at 23.5%, Ishares Tr (IJH) at 19.3%, Ishares Core S&p Small Cap ETF (IJR) at 9.8% and Raymond James Finl Inc (RJF) at 2.7%.

What did New England Professional Planning Group Inc. buy last quarter?

In Q2 2026, New England Professional Planning Group Inc. added a new position in Vaneck Semiconductor ETF (SMH), a new position in Qualcomm Inc (QCOM), a new position in Vanguard Info Tech (VGT), Ishares Russell 1000 Growth ETF (IWF) (+278.8% shares), Invesco Qqq Tr (QQQ) (+55.1% shares) and Ishares Russell Mid-Cap Growth ETF (IWP) (+35.5% shares), compared with its Q1 2026 filing.

What did New England Professional Planning Group Inc. sell last quarter?

In Q2 2026, New England Professional Planning Group Inc. sold all of Walmart Inc (WMT), sold all of Mcdonalds Corp Com (MCD), Vym (VYM) (-33.8% shares), Ge Aerospace (GE) (-29.3% shares) and Deere & Co Com (DE) (-15.7% shares), compared with its Q1 2026 filing.

How has New England Professional Planning Group Inc.'s portfolio performed?

A portfolio copying New England Professional Planning Group Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.6% against +20.1%. Over 5 years: +8.6% a year against +11.6%.

When is New England Professional Planning Group Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. New England Professional Planning Group Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does New England Professional Planning Group Inc. manage?

New England Professional Planning Group Inc. reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $267.9M.