StockDriftsStockDriftsTop 50 Estate Planners Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 12.17% | 2.46M | $26.9M | +3.97%(+94.18K) | $13.75(-22.24%) | 2026-06-30 | |
| PDI | PIMCO DYNAMIC INCOME FD | 10.3% | 1.36M | $22.8M | +4.20%(+54.91K) | $18.65(-14.95%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.28% | 27.9K | $20.5M | +3.01%(+815) | $608.07(+20.39%) | 2026-06-30 | |
| CLOZ | SERIES PORTFOLIOS TR | 9.23% | 772.2K | $20.4M | +2.12%(+16.05K) | $26.63(-1.06%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.64% | 19.7K | $14.7M | +31.20%(+4.67K) | $677.69(+14.78%) | 2026-06-30 | |
| ARCC | ARES CAPITAL CORP | 6.08% | 725.1K | $13.4M | +6.72%(+45.66K) | $20.18(+0.04%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 5.78% | 208.6K | $12.8M | +2.04%(+4.16K) | $58.36(+8.55%) | 2026-06-30 | |
| QQQI | NEOS ETF TRUST | 3.53% | 137.3K | $7.8M | -2.56%(-3.61K) | $53.96(+3.38%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.73% | 181.0K | $6.0M | +24.22%(+35.29K) | $52.42(-31.56%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.62% | 24.3K | $5.8M | -6.36%(-1.65K) | $224.97(+17.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.33% |
Estate Planners Group LLC reports $221.13M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are GOF (12.2%), PDI (10.3%) and QQQ (9.3%). The top 20 holdings account for 88.13% of reported assets. Its disclosed equity book has returned +0.55% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Estate Planners Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2118977). View Estate Planners Group LLC’s 13F filings on SEC