STRATEGIC PLANNING GROUP, LLC: 13F holdings
CIK 18755252026Q2
| Positions | 75 |
|---|
| Reported value | $918.0m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 75 (+3 vs prior quarter) |
|---|
| Reported value | $918.0m (+28.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FIRST TR EXCHANGE-TRADED FD | 2,869,793 | $59.3m | 6.5% |
| SPIB SPDR SERIES TRUST | 1,746,523 | $58.4m | 6.4% |
| AAPL APPLE INC | 140,696 | $40.7m | 4.4% |
| NVDA NVIDIA CORPORATION | 184,436 | $36.9m | 4.0% |
| MSFT MICROSOFT CORP | 91,869 | $34.3m | 3.7% |
| GOOG ALPHABET INC | 95,828 | $33.9m | 3.7% |
| AMZN AMAZON COM INC | 139,607 | $33.3m | 3.6% |
| AVGO BROADCOM INC | 83,182 | $31.4m | 3.4% |
| LLY ELI LILLY & CO | 25,619 | $30.7m | 3.3% |
| FIX COMFORT SYS USA INC | 14,590 | $28.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1875525")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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