STRATEGIC PLANNING GROUP, LLC
STRATEGIC PLANNING GROUP, LLC reported 75 positions worth $918.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCIO (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCIO | SH | $59.3M | 6.46% | 2,869,793 | — | — | |
| ▸ 2 | SPIB | SH | $58.4M | 6.37% | 1,746,523 | — | — | |
| ▸ 3 | AAPL | SH | $40.7M | 4.43% | 140,696 | — | — | |
| ▸ 4 | NVDA | SH | $36.9M | 4.02% | 184,436 | — | — | |
| ▸ 5 | MSFT | SH | $34.3M | 3.73% | 91,869 | — | — | |
| ▸ 6 | GOOG | SH | $33.9M | 3.69% | 95,828 | — | — | |
| ▸ 7 | AMZN | SH | $33.3M | 3.62% | 139,607 | — | — | |
| ▸ 8 | AVGO | SH | $31.4M | 3.42% | 83,182 | — | — | |
| ▸ 9 | LLY | SH | $30.7M | 3.35% | 25,619 | — | — | |
| ▸ 10 | FIX | SH | $28.9M | 3.15% | 14,590 | — | — |
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Frequently Asked Questions
What stocks does STRATEGIC PLANNING GROUP, LLC hold as of Q2 2026?
STRATEGIC PLANNING GROUP, LLC reported 75 positions worth $918.0M in its Q2 2026 13F filing. Largest positions: SCIO (6.5%), SPIB (6.4%), AAPL (4.4%), NVDA (4.0%) and MSFT (3.7%).
What did STRATEGIC PLANNING GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STRATEGIC PLANNING GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.