New England Professional Planning Group Inc.

CIK 0001540867 · Q2 2026

13F Equity AUM

$267.9M

+12.0% QoQ

Positions

+1 QoQ

AUM Rank

#5,364

Top 61%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,215 · Top 51%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 90.7%Top 10: 93.2%Top 20: 96.3%

IVV35.5%

JIRE23.5%

IJH19.3%

IJR9.8%

RJF2.7%

IXUS0.8%

AAPL0.5%

VT0.4%

UNP0.4%

VTI0.4%

Others (40)6.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.3%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 50Median: 0.17%Avg: 2.00%

0–0.5%

43(8.0%)

0.5–1%

2(1.3%)

1–3%

1(2.7%)

3–5%

0(0.0%)

5%+

4(88.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 50vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased14Decreased15Exited2

New Positions

SMH0.1%

+484

VGT0.1%

+2K

QCOM0.1%

+1K

Increased

IWF0.3%

+4K(+279%)

IWP0.1%

+632(+36%)

IXUS0.8%

+632(+3%)

NDQ0.2%

+217(+55%)

RJF2.7%

+165(+0%)

IJR9.8%

+156(+0%)

LFVN0.0%

+63(+1%)

ACWX0.3%

+44(+1%)

OR0.1%

+8(+0%)

IWR0.3%

+6(+0%)

Decreased

JIRE23.5%

-15,813(-2%)

IJH19.3%

-1,148(-0%)

BAC0.2%

-985(-11%)

XOM0.4%

-975(-11%)

VYM0.1%

-955(-34%)

IVV35.5%

-926(-1%)

PFE0.2%

-444(-2%)

TXN0.2%

-272(-14%)

GE0.1%

-272(-29%)

NVDA0.3%

-170(-5%)

Exited

MCD

-694

WMT

-1,751

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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