StockDriftsStockDriftsTop 50 Strategic Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCIO | FIRST TR EXCHANGE-TRADED FD | 6.46% | 2.87M | $59.3M | +20.14%(+481.15K) | $20.71(-0.59%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 6.37% | 1.75M | $58.4M | +21.73%(+311.75K) | $33.56(-1.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.43% | 140.7K | $40.7M | -2.16%(-3.11K) | $197.53(+55.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.02% | 184.4K | $36.9M | +25.43%(+37.39K) | $92.18(+139.17%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.73% | 91.9K | $34.3M | +42.94%(+27.60K) | $399.67(+25.79%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.69% | 95.8K | $33.9M | +2.98%(+2.77K) | $166.32(+110.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.62% | 139.6K | $33.3M | +2.30%(+3.14K) | $168.98(+62.72%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.42% | 83.2K | $31.4M | +12.77%(+9.42K) | $265.25(+58.48%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.35% | 25.6K | $30.7M | +6.94%(+1.66K) | $971.72(+26.47%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 3.15% | 14.6K | $28.9M | +1.88%(+269) | $417.88(+309.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +70.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +74.68% |
Strategic Planning Group LLC reports $917.97M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are SCIO (6.5%), SPIB (6.4%) and AAPL (4.4%). The top 20 holdings account for 65.77% of reported assets. Its disclosed equity book has returned +70.64% cumulatively over 10 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 Strategic Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1875525). View Strategic Planning Group LLC’s 13F filings on SEC