RETIREMENT PLANNING GROUP
Q2 2024 Form 13-F
LEAWOOD, KANSAS
CIK 0001508195
· CRD 129625
· SEC-registered investment adviser
$1.6B Reported Value Total
CETERA PLANNING PARTNERS reports 6,979 total accounts under management (AUM). There are 6,979 discretionary accounts valued at $2,005,112,327, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-22
Reported value
$1.6B
Quarter over quarter
+1.0%
Holdings
231
Top-10 concentration
60.7%
Key People
Form ADV owners & control persons
Alexis Dianne Barling
CHIEF COMPLIANCE OFFICER
Christopher M Bouffard
CHIEF INVESTMENT OFFICER
Michelle Renee Burchard
DIRECTOR OF HR & CLIENT SERVICES
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 12, 2024 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 231 |
| Change in reported value | +20.5% |
| New positions | 32 |
| Exited positions | 14 |
| Position turnover | 18.8% |
| Top-10 concentration | 60.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 19, 2026
|
531 | $4.0B |
|
Q2 2026 13F
Filed Aug 5, 2026
|
541 | $3.9B |
|
Q1 2026 13F
Filed May 4, 2026
|
481 | $3.2B |
|
Q4 2025 13F
Filed Feb 3, 2026
|
421 | $3.0B |
|
Q3 2025 13F
Filed Oct 27, 2025
|
407 | $2.9B |
|
Q2 2025 13F
Filed Jul 30, 2025
|
304 | $2.4B |
|
Q1 2025 13F
Filed Apr 10, 2025
|
296 | $2.1B |
|
Q4 2024 13F
Filed Feb 18, 2025
|
277 | $2.0B |
|
Q3 2024 13F
Filed Oct 10, 2024
|
264 | $1.8B |
|
Q2 2024 13F
Filed Jul 12, 2024
|
231 | $1.6B |
|
Q1 2024 13F
Filed Apr 12, 2024
|
213 | $1.3B |
|
Q4 2023 13F
Filed Jan 16, 2024
|
184 | $1.1B |
|
Q3 2023 13F
Filed Oct 25, 2023
|
158 | $941.9M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
161 | $1.0B |
|
Q1 2023 13F
Filed Apr 20, 2023
|
147 | $938.6M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
133 | $875.5M |
|
Q3 2022 13F
Filed Oct 14, 2022
|
125 | $795.3M |
|
Q2 2022 13F
Filed Jul 13, 2022
|
110 | $810.4M |
|
Q1 2022 13F
Filed Apr 19, 2022
|
107 | $915.1M |
|
Q4 2021 13F
Filed Jan 20, 2022
|
108 | $1.0B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPGP INVESCO EXCHANGE TRADED FD T | $129.1M | 8.21% |
| 2 | VIG VANGUARD SPECIALIZED FUNDS | $124.6M | 7.92% |
| 3 | DIVO AMPLIFY ETF TR | $121.9M | 7.75% |
| 4 | SCHB SCHWAB STRATEGIC TR | $114.0M | 7.25% |
| 5 | GSLC GOLDMAN SACHS ETF TR | $110.3M | 7.01% |
| 6 | IQLT ISHARES TR | $82.1M | 5.22% |
| 7 | FSMD FIDELITY COVINGTON TRUST | $79.7M | 5.07% |
| 8 | CSHI NEOS ETF TRUST | $65.6M | 4.17% |
| 9 | BND VANGUARD BD INDEX FDS | $63.3M | 4.02% |
| 10 | FRDM EA SERIES TRUST | $63.2M | 4.01% |
| 11 | PYLD PIMCO ETF TR | $47.9M | 3.04% |
| 12 | DIVI FRANKLIN TEMPLETON ETF TR | $44.9M | 2.85% |
| 13 | VOO VANGUARD INDEX FDS | $41.2M | 2.62% |
| 14 | COST COSTCO WHSL CORP NEW | $28.3M | 1.8% |
| 15 | COWZ PACER FDS TR | $26.5M | 1.68% |
| 16 | AAPL APPLE INC | $21.5M | 1.37% |
| 17 | FBND FIDELITY MERRIMACK STR TR | $20.9M | 1.33% |
| 18 | SPYV SPDR SER TR | $18.5M | 1.18% |
| 19 | VUG VANGUARD INDEX FDS | $18.2M | 1.15% |
| 20 | NFLT ETFIS SER TR I | $16.1M | 1.02% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.