Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STRATEGIC PLANNING GROUP, LLC (CIK 1875525) reported $715.3M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCIO ($49.3M, 6.89%), SPIB ($48.1M, 6.73%), AAPL ($36.5M, 5.10%), AMZN ($28.4M, 3.97%), GOOG ($26.7M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCIO | FIRST TR EXCHANGE-TRADED FD | $49.3M | 6.89% | 2.4M | Added |
| 2 | SPIB | SPDR SERIES TRUST | $48.1M | 6.73% | 1.4M | Added |
| 3 | AAPL | APPLE INC | $36.5M | 5.10% | 143,806 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $28.4M | 3.97% | 136,464 | Trimmed |
| 5 | GOOG | ALPHABET INC | $26.7M | 3.73% | 93,056 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $25.6M | 3.58% | 147,045 | Trimmed |
| 7 | WMT | WALMART INC | $23.9M | 3.35% | 192,587 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $23.8M | 3.33% | 64,270 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $23.7M | 3.32% | 23,816 | Trimmed |
| 10 | AVGO | BROADCOM INC | $22.8M | 3.19% | 73,764 | Added |
| 11 | LLY | ELI LILLY & CO | $22.0M | 3.08% | 23,956 | Added |
| 12 | META | META PLATFORMS INC | $21.9M | 3.06% | 38,255 | Added |
| 13 | FIX | COMFORT SYS USA INC | $19.7M | 2.76% | 14,321 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED | $17.0M | 2.38% | 34,114 | Added |
| 15 | PGR | PROGRESSIVE CORP | $16.8M | 2.35% | 84,778 | New |
| 16 | CBOE | CBOE GLOBAL MKTS INC | $16.2M | 2.26% | 57,618 | New |
| 17 | ANET | ARISTA NETWORKS INC | $15.5M | 2.16% | 125,853 | New |
| 18 | NFLX | NETFLIX INC. | $13.3M | 1.86% | 138,497 | Trimmed |
| 19 | GE | GE AEROSPACE | $13.2M | 1.84% | 46,369 | Added |
| 20 | CTAS | CINTAS CORP | $12.6M | 1.76% | 74,384 | New |
| 21 | JPM | JPMORGAN CHASE & CO | $12.1M | 1.70% | 41,251 | Added |
| 22 | LIN | LINDE PLC | $11.9M | 1.67% | 24,073 | New |
| 23 | TSLA | TESLA INC | $11.9M | 1.66% | 31,902 | Trimmed |
| 24 | MS | MORGAN STANLEY | $11.6M | 1.63% | 70,639 | Trimmed |
| 25 | TJX | TJX COS INC NEW | $11.6M | 1.62% | 72,432 | New |
Source: SEC Form 13F filings · as of 2026-03-31