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Twin Cities Retirement Group LLC

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13F filer, CIK 2109366, PLYMOUTH, MN

Twin Cities Retirement Group LLC reported $116,812,786 across 22 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-08. Its ten largest share positions make up 83.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000420

Period
2026-06-30
Reported value
$117M
Holdings
22
Top 10 weight
83.27%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+18,527$1.53M
VCSHadded+18,160$1.44M
VCRBadded+7,554$583K
DFSVadded+9,322$362K
SPYadded+70$52.3K

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
IBDSexited-39,151-$949K
IBDRexited-35,872-$870K
DFATreduced-6,349-$444K
IJRreduced-2,157-$320K
VEAreduced-4,205-$300K

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, Q2 2026

Share positions as resolved from 13F-HR 0001754960-26-000420, largest first. % of portfolio is the value over $116,812,786, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 207,213 shares; 2026Q1: 218,521 shares; 2026Q2: 237,048 shares 237,048$19.6M16.77%+18,527Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 154,963 shares; 2026Q1: 165,418 shares; 2026Q2: 183,578 shares 183,578$14.5M12.42%+18,160Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 298,061 shares; 2026Q1: 307,830 shares; 2026Q2: 300,631 shares 300,631$12.1M10.33%-7,199Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 165,369 shares; 2026Q1: 173,032 shares; 2026Q2: 168,827 shares 168,827$12M10.3%-4,205Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 72,618 shares; 2026Q1: 76,556 shares; 2026Q2: 74,399 shares 74,399$11M9.45%-2,157Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 137,261 shares; 2026Q1: 145,353 shares; 2026Q2: 139,004 shares 139,004$9.72M8.32%-6,349Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 125,454 shares; 2026Q1: 123,214 shares; 2026Q2: 119,962 shares 119,962$5.32M4.56%-3,252Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 83,396 shares; 2026Q1: 98,947 shares; 2026Q2: 94,990 shares 94,990$4.91M4.2%-3,957Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 196,011 shares; 2026Q1: 191,585 shares; 2026Q2: 188,280 shares 188,280$4.75M4.07%-3,305Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 40,651 shares; 2026Q1: 42,296 shares; 2026Q2: 40,734 shares 40,734$3.34M2.86%-1,562Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 127,467 shares; 2026Q1: 126,886 shares; 2026Q2: 127,460 shares 127,460$2.95M2.52%+574Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 115,479 shares; 2026Q1: 125,020 shares; 2026Q2: 126,316 shares 126,316$2.75M2.36%+1,296Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 57,339 shares; 2026Q1: 60,511 shares; 2026Q2: 69,833 shares 69,833$2.71M2.32%+9,322Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,004 shares; 2026Q1: 68,061 shares; 2026Q2: 66,506 shares 66,506$2.32M1.98%-1,555Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,770 shares; 2026Q1: 29,093 shares; 2026Q2: 28,028 shares 28,028$2.2M1.88%-1,065Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,295 shares; 2026Q1: 15,474 shares; 2026Q2: 23,028 shares 23,028$1.78M1.52%+7,554Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 50,157 shares; 2026Q1: 49,256 shares; 2026Q2: 46,532 shares 46,532$1.57M1.35%-2,724Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,317 shares; 2026Q1: 1,292 shares; 2026Q2: 1,362 shares 1,362$1.02M0.87%+70Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,882 shares; 2026Q1: 4,893 shares; 2026Q2: 5,128 shares 5,128$830K0.71%+235Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,951 shares; 2026Q1: 18,570 shares; 2026Q2: 18,719 shares 18,719$519K0.44%+149Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,881 shares; 2026Q1: 23,436 shares; 2026Q2: 23,718 shares 23,718$494K0.42%+282Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,998 shares; 2026Q1: 10,741 shares; 2026Q2: 10,401 shares 10,401$411K0.35%-340Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
IBDSISHARES TR39,151$949Kshares
IBDRISHARES TR35,872$870Kshares

How Q2 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 0001754960-26-000420 base2026-07-08acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001754960-26-000420 Quarter ended 2026-06-302026-07-08acceptance time not in the bulk data set
13F-HR 0001754960-26-000246 Quarter ended 2026-03-312026-04-14acceptance time not in the bulk data set
13F-HR 0001754960-26-000162 Quarter ended 2025-12-312026-02-09acceptance time not in the bulk data set