Strategic Planning Group
$965M 13F equity value
88 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Strategic Planning Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 282,313 | $64M | 6.7% |
| MSFT | MICROSOFT CORP | 118,947 | $61M | 6.3% |
| AMZN | AMAZON COM INC | 198,076 | $49M | 5.1% |
| AAPL | APPLE INC | 130,525 | $43M | 4.5% |
| LLY | ELI LILLY & CO | 34,284 | $40M | 4.1% |
| AVGO | BROADCOM INC | 99,663 | $35M | 3.6% |
| GOOG | ALPHABET INC | 101,553 | $35M | 3.6% |
| SGOV | ISHARES TR | 313,991 | $32M | 3.3% |
| META | META PLATFORMS INC | 41,929 | $30M | 3.2% |
| ANET | ARISTA NETWORKS INC | 146,211 | $30M | 3.1% |
Track Strategic Planning Group's 13F portfolio: $965M in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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