STRATEGIC PLANNING GROUP, LLC
CIK 1875525
13F filing for Q2 2026・No. 2,716
- Holdings
- US$917.97M
- Quarter change
- +US$202.62M
- Entries
- 75
- Net bought (estimate)
- +US$113.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 12
- Added 58
- Corporate actions 0
- Unchanged 1
Largest holdings
75 stocks worth US$917.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FDSTRUCTURED CR IN | Added | 2,869,793 | US$59.32M | 6.46% |
| SPDR SERIES TRUSTST INTER BD ETF | Added | 1,746,523 | US$58.44M | 6.37% |
| AAPLAppleCOM | Cut | 140,696 | US$40.71M | 4.43% |
| NVDANvidiaCOM | Added | 184,436 | US$36.9M | 4.02% |
| MSFTMicrosoftCOM | Added | 91,869 | US$34.27M | 3.73% |
| GOOGALPHABET INCCAP STK CL C | Added | 95,828 | US$33.86M | 3.69% |
| AMZNAmazonCOM | Added | 139,607 | US$33.27M | 3.62% |
| AVGOBroadcomCOM | Added | 83,182 | US$31.42M | 3.42% |
| LLYELI LILLY & COCOM | Added | 25,619 | US$30.73M | 3.35% |
| FIXCOMFORT SYS USA INCCOM | Added | 14,590 | US$28.92M | 3.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.