RETIREMENT PLANNING GROUP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 180K | $49.05M |
 | WMT | 120K | $13.33M |
 | NVDA | 67K | $12.42M |
 | MSFT | 59K | $28.59M |
 | WTTR | 54K | $572.74K |
 | AMZN | 52K | $11.93M |
 | COST | 50K | $43.20M |
 | XOM | 36K | $4.29M |
 | PM | 30K | $4.80M |
 | FHB | 29K | $736.53K |
 | DUK | 29K | $3.38M |
 | VZ | 27K | $1.12M |
 | KO | 24K | $1.68M |
 | ALTO | 24K | $69.12K |
 | SO | 24K | $2.06M |
 | NFLX | 24K | $2.21M |
 | EVRG | 24K | $1.71M |
 | PEP | 23K | $3.32M |
 | PG | 23K | $3.26M |
 | CSCO | 22K | $1.70M |
Apple Inc.
AAPL
Shares Held
180K
Value
$49.05M
Walmart Inc.
WMT
Shares Held
120K
Value
$13.33M
NVIDIA Corporation
NVDA
Shares Held
67K
Value
$12.42M
Microsoft Corporation
MSFT
Shares Held
59K
Value
$28.59M
Select Water Solutions, Inc.
WTTR
Shares Held
54K
Value
$572.74K
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$11.93M
Costco Wholesale Corporation
COST
Shares Held
50K
Value
$43.20M
Exxon Mobil Corporation
XOM
Shares Held
36K
Value
$4.29M
Philip Morris International Inc.
PM
Shares Held
30K
Value
$4.80M
First Hawaiian, Inc.
FHB
Shares Held
29K
Value
$736.53K
Duke Energy Corporation
DUK
Shares Held
29K
Value
$3.38M
Verizon Communications Inc.
VZ
Shares Held
27K
Value
$1.12M
The Coca-Cola Company
KO
Shares Held
24K
Value
$1.68M
Alto Ingredients, Inc.
ALTO
Shares Held
24K
Value
$69.12K
The Southern Company
SO
Shares Held
24K
Value
$2.06M
Netflix, Inc.
NFLX
Shares Held
24K
Value
$2.21M
Evergy, Inc.
EVRG
Shares Held
24K
Value
$1.71M
PepsiCo, Inc.
PEP
Shares Held
23K
Value
$3.32M
The Procter & Gamble Company
PG
Shares Held
23K
Value
$3.26M
Cisco Systems, Inc.
CSCO
Shares Held
22K
Value
$1.70M