StockDriftsStockDriftsTop 50 Strategic Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.68% | 282.3K | $64.5M | +53.07%(+97.88K) | $134.49(+57.78%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.32% | 118.9K | $61.0M | +29.47%(+27.08K) | $409.53(+27.24%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.12% | 198.1K | $49.4M | +41.88%(+58.47K) | $191.05(+31.06%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.51% | 130.5K | $43.5M | -7.23%(-10.17K) | $197.53(+76.29%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.11% | 34.3K | $39.7M | +33.82%(+8.66K) | $1023.92(+27.62%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.63% | 99.7K | $35.0M | +19.81%(+16.48K) | $281.66(+14.76%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.59% | 101.6K | $34.6M | +5.97%(+5.72K) | $176.73(+81.50%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.28% | 314.0K | $31.6M | new | $100.67(-0.05%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.15% | 41.9K | $30.4M | +3.02%(+1.23K) | $561.82(+15.49%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 3.09% | 146.2K | $29.8M | +4.63%(+6.47K) | $131.08(+30.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +73.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.23% |
Strategic Planning Group LLC reports $964.80M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.7%), MSFT (6.3%) and AMZN (5.1%). The top 20 holdings account for 67.27% of reported assets. Its disclosed equity book has returned +73.79% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Strategic Planning Group LLC, compare funds side by side, and get alerts the moment positions change.
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