Strategic Planning Group
$918M 13F equity value
76 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Strategic Planning Group covers the quarter ended June 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 |
|---|---|---|---|---|
| SCIO | FIRST TR EXCHANGE-TRADED FD | 2,869,793 | $59M | 6.5% |
| SPIB | SPDR SERIES TRUST | 1,746,523 | $58M | 6.4% |
| AAPL | APPLE INC | 140,696 | $41M | 4.4% |
| NVDA | NVIDIA CORPORATION | 184,436 | $37M | 4.0% |
| MSFT | MICROSOFT CORP | 91,869 | $34M | 3.7% |
| GOOG | ALPHABET INC | 95,828 | $34M | 3.7% |
| AMZN | AMAZON COM INC | 139,607 | $33M | 3.6% |
| AVGO | BROADCOM INC | 83,182 | $31M | 3.4% |
| LLY | ELI LILLY & CO | 25,619 | $31M | 3.3% |
| FIX | COMFORT SYS USA INC | 14,590 | $29M | 3.2% |
Track Strategic Planning Group's 13F portfolio: $918M in reported holdings, 76 positions. Top holdings and quarterly changes on SentiSense.
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