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New England Professional Planning Group Inc.

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13F filer, CIK 1540867, Westerly, RI

New England Professional Planning Group Inc. reported $239,264,600 across 49 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 93.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001540867-26-000002

Period
2026-03-31
Reported value
$239M
Holdings
49
Top 10 weight
93.33%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+1,903$1.24M
IJHadded+13,471$910K
JIREadded+11,851$898K
IJRadded+2,825$351K
GEVnew+230$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IXUSreduced-3,515-$305K
XOMreduced-1,298-$220K
JNJexited-976-$202K
PFEreduced-4,086-$115K
WMTreduced-661-$82.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001540867-26-000002, largest first. % of portfolio is the value over $239,264,600, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,361 shares; 2024Q4: 121,859 shares; 2025Q1: 124,898 shares; 2025Q2: 125,022 shares; 2025Q3: 125,125 shares; 2025Q4: 125,878 shares; 2026Q1: 127,781 shares 127,781$83.5M34.89%+1,903Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,235 shares; 2024Q4: 738,485 shares; 2025Q1: 769,347 shares; 2025Q2: 768,955 shares; 2025Q3: 759,048 shares; 2025Q4: 765,871 shares; 2026Q1: 777,722 shares 777,722$58.9M24.62%+11,851Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,100 shares; 2024Q4: 616,386 shares; 2025Q1: 635,682 shares; 2025Q2: 639,038 shares; 2025Q3: 643,768 shares; 2025Q4: 656,798 shares; 2026Q1: 670,269 shares 670,269$45.3M18.92%+13,471Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,404 shares; 2024Q4: 159,675 shares; 2025Q1: 166,476 shares; 2025Q2: 168,356 shares; 2025Q3: 171,220 shares; 2025Q4: 174,508 shares; 2026Q1: 177,333 shares 177,333$22M9.21%+2,825Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 44,606 shares; 2025Q1: 44,744 shares; 2025Q2: 44,910 shares; 2025Q3: 45,051 shares; 2025Q4: 46,689 shares; 2026Q1: 46,834 shares 46,834$6.78M2.83%+145Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 39,559 shares; 2025Q1: 34,849 shares; 2025Q2: 34,872 shares; 2025Q3: 30,425 shares; 2025Q4: 25,606 shares; 2026Q1: 22,091 shares 22,091$1.91M0.8%-3,515Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 9,807 shares; 2025Q1: 10,570 shares; 2025Q2: 10,155 shares; 2025Q3: 10,155 shares; 2025Q4: 9,792 shares; 2026Q1: 8,494 shares 8,494$1.44M0.6%-1,298Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,080 shares; 2025Q3: 4,966 shares; 2025Q4: 4,831 shares; 2026Q1: 4,859 shares 4,859$1.23M0.52%+28Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares; 2025Q4: 17,613 shares; 2026Q1: 17,774 shares 17,774$1.21M0.51%+161Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,259 shares; 2025Q1: 8,259 shares; 2025Q2: 8,259 shares; 2025Q3: 7,574 shares; 2025Q4: 7,574 shares; 2026Q1: 7,574 shares 7,574$1.05M0.44%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,321 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares 4,116$999K0.42%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares 2,804$900K0.38%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,109 shares; 2025Q1: 2,110 shares; 2025Q2: 3,894 shares; 2025Q3: 3,861 shares; 2025Q4: 3,375 shares; 2026Q1: 3,365 shares 3,365$834K0.35%-10Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 10,517 shares; 2025Q1: 10,524 shares; 2025Q2: 10,531 shares; 2025Q3: 10,409 shares; 2025Q4: 8,101 shares; 2026Q1: 8,052 shares 8,052$783K0.33%-49Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 4,004 shares; 2025Q1: 4,009 shares; 2025Q2: 4,015 shares; 2025Q3: 4,022 shares; 2025Q4: 4,035 shares; 2026Q1: 4,040 shares 4,040$775K0.32%+5Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 798 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,510 shares 1,510$644K0.27%+93Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,815 shares; 2025Q1: 4,015 shares; 2025Q2: 4,020 shares; 2025Q3: 3,719 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares 3,469$605K0.25%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,631 shares; 2025Q1: 8,630 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 8,757 shares; 2026Q1: 8,757 shares 8,757$600K0.25%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,307 shares; 2024Q4: 33,965 shares; 2025Q1: 29,349 shares; 2025Q2: 28,147 shares; 2025Q3: 25,887 shares; 2025Q4: 23,697 shares; 2026Q1: 19,611 shares 19,611$551K0.23%-4,086Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,185 shares; 2025Q2: 1,133 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares 1,092$523K0.22%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,890 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556$482K0.2%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,998 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,498 shares; 2025Q4: 6,345 shares; 2026Q1: 5,945 shares 5,945$461K0.19%-400Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432$456K0.19%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,139 shares; 2025Q1: 9,139 shares; 2025Q2: 9,139 shares; 2025Q3: 9,139 shares; 2025Q4: 9,139 shares; 2026Q1: 8,801 shares 8,801$429K0.18%-338Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,531 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427$420K0.18%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,838 shares; 2025Q1: 5,844 shares; 2025Q2: 3,591 shares; 2025Q3: 3,598 shares; 2025Q4: 3,604 shares; 2026Q1: 3,611 shares 3,611$419K0.17%+7Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,824 shares; 2026Q1: 2,824 shares 2,824$418K0.17%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631$410K0.17%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares 2,106$406K0.17%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares 1,926$374K0.16%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593$334K0.14%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877$286K0.12%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750$273K0.11%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,272 shares; 2026Q1: 1,250 shares 1,250$272K0.11%-22Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$269K0.11%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025$267K0.11%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927$263K0.11%0Timeline
OROR ROYALTIES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares; 2026Q1: 6,474 shares 6,474$246K0.1%+6Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678$242K0.1%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 743 shares 743$233K0.1%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778$228K0.1%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 394 shares 394$227K0.1%0Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares; 2026Q1: 7,415 shares 7,415$223K0.09%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,459 shares; 2025Q1: 2,912 shares; 2025Q2: 2,809 shares; 2025Q3: 2,509 shares; 2025Q4: 2,412 shares; 2026Q1: 1,751 shares 1,751$218K0.09%-661Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 794 shares; 2026Q1: 694 shares 694$216K0.09%-100Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871$211K0.09%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares 1,211$210K0.09%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230$201K0.08%newTimeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,303 shares; 2025Q1: 11,330 shares; 2025Q2: 11,370 shares; 2025Q3: 11,418 shares; 2025Q4: 11,497 shares; 2026Q1: 11,595 shares 11,595$50.1K0.02%+98Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JNJJOHNSON & JOHNSON976$202Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001540867-26-000002 base2026-05-13acceptance time not in the bulk data set