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 $918.0M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCIO ($59.3M, 6.46%), SPIB ($58.4M, 6.37%), AAPL ($40.7M, 4.43%), NVDA ($36.9M, 4.02%), MSFT ($34.3M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCIO | FIRST TR EXCHANGE-TRADED FD | $59.3M | 6.46% | 2.9M | Added |
| 2 | SPIB | SPDR SERIES TRUST | $58.4M | 6.37% | 1.7M | Added |
| 3 | AAPL | APPLE INC | $40.7M | 4.43% | 140,696 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $36.9M | 4.02% | 184,436 | Added |
| 5 | MSFT | MICROSOFT CORP | $34.3M | 3.73% | 91,869 | Added |
| 6 | GOOG | ALPHABET INC | $33.9M | 3.69% | 95,828 | Added |
| 7 | AMZN | AMAZON COM INC | $33.3M | 3.62% | 139,607 | Added |
| 8 | AVGO | BROADCOM INC | $31.4M | 3.42% | 83,182 | Added |
| 9 | LLY | ELI LILLY & CO | $30.7M | 3.35% | 25,619 | Added |
| 10 | FIX | COMFORT SYS USA INC | $28.9M | 3.15% | 14,590 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $26.8M | 2.92% | 61,856 | Added |
| 12 | ANET | ARISTA NETWORKS INC | $23.7M | 2.59% | 139,736 | Added |
| 13 | WMT | WALMART INC | $23.3M | 2.54% | 205,911 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $23.3M | 2.54% | 24,939 | Added |
| 15 | META | META PLATFORMS INC | $22.9M | 2.50% | 40,698 | Added |
| 16 | PGR | PROGRESSIVE CORP | $20.0M | 2.18% | 91,668 | Added |
| 17 | ASML | ASML HLDG NV | $19.6M | 2.14% | 9,871 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $19.0M | 2.07% | 32,708 | Added |
| 19 | MA | MASTERCARD INCORPORATED | $18.9M | 2.06% | 36,776 | Added |
| 20 | GE | GE AEROSPACE | $18.3M | 1.99% | 48,833 | Added |
| 21 | SPCX | SPACE EXPLORATION TECHN CORP | $17.9M | 1.95% | 104,759 | New |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.6M | 1.80% | 34,692 | Added |
| 23 | MS | MORGAN STANLEY | $15.2M | 1.65% | 72,568 | Added |
| 24 | CBOE | CBOE GLOBAL MKTS INC | $15.0M | 1.63% | 61,693 | Added |
| 25 | HEI | HEICO CORP NEW | $14.2M | 1.55% | 39,847 | Added |
Source: SEC Form 13F filings · as of 2026-06-30