Q3 2026 13F · SEC CIK 1540867

New England Professional Planning Group Inc.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.1M
Reported positions: 49
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 49 positions worth $263.1M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Ishares Tr (IVV, 36.9%), Jpmorgan International Research Enhanced (JIRE, 23.2%), Ishares Tr (IJH, 18.2%). 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 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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 value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	36.9%	35.5%	126,635	-0.2%	$97.0M
JIREJpmorgan International Research Enhanced	23.2%	23.5%	742,797	-2.5%	$61.0M
IJHIshares Tr	18.2%	19.3%	663,896	-0.8%	$47.8M
IJRIshares Tr	9.1%	9.8%	175,157	-1.3%	$23.8M
RJFRaymond James Finl Inc	2.8%	2.7%	47,150	+0.3%	$7.5M
IXUSIshares Tr	0.8%	0.8%	22,709	-0.1%	$2.2M
PFEPfizer Inc	0.6%	0.2%	58,572	+205.6%	$1.7M
AAPLApple Inc	0.6%	0.5%	4,860	+0.0%	$1.6M
XOMExxonmobil Holdings Corp	0.5%	New	7,519	—	$1.2M
VTVanguard Intl Equity Index F	0.5%	0.4%	7,574	+0.0%	$1.2M
UNPUnion Pac Corp	0.4%	0.4%	4,047	+0.0%	$1.1M
VTIVanguard Index Fds	0.4%	0.4%	2,854	+1.8%	$1.1M
SLVIshares Silver Tr	0.4%	0.4%	17,774	+0.0%	$969K
IWMIshares Tr	0.4%	0.4%	3,367	+0.0%	$936K
QUALIshares Tr	0.3%	0.3%	4,051	+0.1%	$900K
IWRIshares Tr	0.3%	0.3%	8,063	+0.1%	$860K
NVDANvidia Corporation	0.3%	0.2%	3,299	+0.0%	$753K
IWFIshares Tr	0.3%	0.3%	5,720	+0.0%	$716K
ACWXIshares Tr	0.3%	0.3%	8,801	+0.0%	$666K
CSCOCisco Sys Inc	0.2%	0.3%	5,945	+0.0%	$640K
ADIAnalog Devices Inc	0.2%	0.2%	1,432	+0.0%	$568K
AVGOBroadcom Inc	0.2%	0.2%	1,556	+0.0%	$546K
SPHBInvesco Exch Traded Fd Tr II	0.2%	0.2%	3,619	+0.1%	$545K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,092	+0.0%	$544K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	631	+0.0%	$481K
TXNTexas Instrs Inc	0.2%	0.2%	1,654	+0.0%	$463K
QQQInvesco Qqq Tr	0.2%	0.2%	611	+0.0%	$452K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,341	+0.0%	$444K
BACBank of Amer Corp	0.2%	0.2%	7,816	+0.0%	$425K
RTXRtx Corporation	0.1%	0.1%	1,959	-7.0%	$364K
DEDeere & Co	0.1%	0.1%	500	+0.0%	$336K
IWPIshares Tr	0.1%	0.1%	2,410	+0.0%	$332K
ABBVAbbvie Inc	0.1%	0.1%	1,250	+0.0%	$327K
SMHVaneck ETF Trust	0.1%	0.1%	484	+0.0%	$295K
VYMVanguard Whitehall Fds	0.1%	0.1%	1,869	+0.0%	$290K
CBChubb Limited	0.1%	0.1%	877	+0.0%	$285K
IWBIshares Tr	0.1%	0.1%	678	+0.0%	$282K
IWOIshares Tr	0.1%	0.1%	743	+0.0%	$265K
CMICummins Inc	0.1%	0.1%	500	+0.0%	$258K
BNBrookfield Corp	0.1%	0.1%	6,750	+0.0%	$246K
TTEKTetra Tech Inc New	0.1%	0.1%	7,415	+0.0%	$244K
IAUIshares Gold Tr	0.1%	0.1%	3,025	+0.0%	$236K
OROr Royalties Inc.	0.1%	0.1%	6,495	+0.2%	$223K
VGTVanguard World Fd	0.1%	0.1%	1,736	+0.0%	$218K
MRKMerck & Co Inc	0.1%	New	1,500	—	$218K
QCOMQualcomm Inc	0.1%	0.1%	1,165	+0.0%	$214K
MRSHMarsh & Mclennan Cos	0.1%	0.1%	1,211	+0.0%	$207K
GEGe Aerospace	0.1%	0.1%	655	+0.0%	$205K
LFVNLifevantage Corp	0.0%	0.0%	11,751	+0.8%	$74K

What New England Professional Planning Group Inc. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter	13F value	Positions
Q3 2026	$263.1M	49
Q2 2026	$267.9M	50
Q1 2026	$239.3M	49
Q4 2025	$238.6M	49
Q3 2025	$218.2M	43
Q2 2025	$219.5M	46
Q1 2025	$200.9M	46
Q4 2024	$200.8M	48
Q3 2024	$202.0M	51
Q2 2024	$190.4M	50
Q1 2024	$191.7M	54
Q4 2023	$175.9M	43

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 Q3 2026 and filed Oct 29, 2026, lists 49 positions worth $263.1M. The largest are Ishares Tr (IVV) at 36.9%, Jpmorgan International Research Enhanced (JIRE) at 23.2%, Ishares Tr (IJH) at 18.2%, Ishares Tr (IJR) at 9.1% and Raymond James Finl Inc (RJF) at 2.8%.

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

In Q3 2026, New England Professional Planning Group Inc. added a new position in Exxonmobil Holdings Corp (XOM), a new position in Merck & Co Inc (MRK) and Pfizer Inc (PFE) (+205.6% shares), compared with its Q2 2026 filing.

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

In Q3 2026, New England Professional Planning Group Inc. sold all of Exxon Mobil Corp (XOM), sold all of Ge Vernova Inc (GEV), sold all of International Business Machs (IBM) and Rtx Corporation (RTX) (-7.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $263.1M.