You're signed outSign in or to get full access.
Retirement Planning Group, LLC / NY
Retirement Planning Group, LLC is a registered investment advisory firm based in Malta, New York. Founded in 2005, the firm specializes in retirement planning, wealth management, and financial planning services, primarily for individuals, families, and retirees across the United States. With approximately 7 employees, it provides fiduciary advisory solutions, focusing on serving individual investors and high net worth clients. The firm is led by David M. Kopyc (President), and emphasizes disciplined, comprehensive strategies tailored to client goals.
Investment Strategy
Retirement Planning Group, LLC creates comprehensive, disciplined investment strategies tailored to individual retirement objectives. Their approach includes tax reduction strategies, wealth accumulation, and long-term financial planning with ongoing support. The firm frequently works with high net worth individuals, retirees, and successful professionals, adopting a fiduciary standard with holistic wealth management processes focused on minimizing taxes, managing risk, and growing assets to support clients’ retirement and estate planning needs.
Latest 13F Filing Activity
Retirement Planning Group, LLC / NY filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $114M. The fund increased holdings in Invesco QQQ TR, J P Morgan Exchange Traded F, Columbia Etf TR I among other positions. Retirement Planning Group, LLC / NY reduced exposure to Ge Healthcare Technologies I, Select Sector SPDR TR, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 9.30% | $10.6M | 19,176 | $512.12 | $551.64 | +$1.8M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 8.62% | $9.8M | 172,465 | $57.38 | $56.85 | +$1.5M |
R RWL | INVESCO EXCH TRADED FD TR II | 5.22% | $5.9M | 56,914 | $98.92 | $104.29 | +$1.1M |
P PAVE | GLOBAL X FDS | 4.42% | $5.0M | 115,076 | $40.32 | $43.58 | +$778.8K |
Q QYLD | GLOBAL X FDS | 3.89% | $4.4M | 264,838 | $17.42 | $16.72 | +$1.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more