New England Professional Planning Group Inc.
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow New England Professional Planning Group Inc. right now?
New England Professional Planning Group's Q1 2026 13F-HR reports $239M across 49 positions, with concentration heavily weighted toward passive index instruments. The top four holdings — IVV (34.9%), JIRE (24.6%), IJH (18.9%), and IJR (9.2%) — account for roughly 87.6% of disclosed assets, spanning large-, mid-, and small-cap U.S. equity exposure alongside international developed markets. Single-stock positions are minimal; RJF at 2.8% is the largest individual name.
Performance against the SPY benchmark has trailed across all four reported quarters, with alpha ranging from -0.1% to -3.8% per period. Q1 2026 registered -1.2% alpha on a +16.4% gross return. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
Read the full 114-word brief. Pro members get the complete editorial analysis on every curated manager, plus Sunday Pulse + Stock Picks.
Unlock with Pro — $9.99/moTop holdings · current snapshot
Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · New England Professional Planning Group Inc.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:32 UTC.