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New England Professional Planning Group Inc.

Q1 2026 13F Holdings

  • Location
    westerly, RI
  • Num holdings

    49

  • Value ($000)

    $239,265

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001540867
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$83.47M
35 %

127,781

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$58.9M
25 %

777,722

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$45.26M
19 %

670,269

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$22.04M
9 %

177,333

R
RJF

RAYMOND JAMES FINL INC

COM
754730109
$6.78M
3 %

46,834

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$1.91M
1 %

22,091

X
XOM

EXXON MOBIL CORP

COM
30231G102
$1.44M
1 %

8,494

A
AAPL

APPLE INC

COM
037833100
$1.23M
1 %

4,859

S
SLV

ISHARES SILVER TR

ISHARES
46428Q109
$1.21M
1 %

17,774

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$1.05M
0 %

7,574

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