RETIREMENT PLANNING GROUP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 161K | $40.98M |
 | PROP | 148K | $299.96K |
 | WMT | 112K | $13.92M |
 | IBRX | 80K | $616.84K |
 | AMZN | 64K | $13.35M |
 | NVDA | 62K | $10.82M |
 | MSFT | 55K | $20.36M |
 | WTTR | 55K | $836.96K |
 | COST | 51K | $50.53M |
 | FSCO | 50K | $255.29K |
 | XOM | 40K | $6.79M |
 | VZ | 30K | $1.50M |
 | PM | 30K | $4.88M |
 | FHB | 29K | $717.39K |
 | DUK | 28K | $3.61M |
 | T | 27K | $773.95K |
 | KO | 24K | $1.86M |
 | EXE | 24K | $2.68M |
 | ALTO | 24K | $116.16K |
 | EVRG | 24K | $1.94M |
Apple Inc.
AAPL
Shares Held
161K
Value
$40.98M
Prairie Operating Co.
PROP
Shares Held
148K
Value
$299.96K
Walmart Inc.
WMT
Shares Held
112K
Value
$13.92M
ImmunityBio, Inc.
IBRX
Shares Held
80K
Value
$616.84K
Amazon.com, Inc.
AMZN
Shares Held
64K
Value
$13.35M
NVIDIA Corporation
NVDA
Shares Held
62K
Value
$10.82M
Microsoft Corporation
MSFT
Shares Held
55K
Value
$20.36M
Select Water Solutions, Inc.
WTTR
Shares Held
55K
Value
$836.96K
Costco Wholesale Corporation
COST
Shares Held
51K
Value
$50.53M
FS Credit Opportunities Corp.
FSCO
Shares Held
50K
Value
$255.29K
Exxon Mobil Corporation
XOM
Shares Held
40K
Value
$6.79M
Verizon Communications Inc.
VZ
Shares Held
30K
Value
$1.50M
Philip Morris International Inc.
PM
Shares Held
30K
Value
$4.88M
First Hawaiian, Inc.
FHB
Shares Held
29K
Value
$717.39K
Duke Energy Corporation
DUK
Shares Held
28K
Value
$3.61M
AT&T Inc.
T
Shares Held
27K
Value
$773.95K
The Coca-Cola Company
KO
Shares Held
24K
Value
$1.86M
Expand Energy Corporation
EXE
Shares Held
24K
Value
$2.68M
Alto Ingredients, Inc.
ALTO
Shares Held
24K
Value
$116.16K
Evergy, Inc.
EVRG
Shares Held
24K
Value
$1.94M