Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $616 Billion
  • Q2 2025

Strategic Planning Group, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $616 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31B, Amazon Com Inc with a value of $29.6B, Apple Inc. with a value of $28.1B, Microsoft Corp with a value of $24.5B, and Ishares Tr Edge High Yield Def with a value of $23.6B.

Examining the 13F form we can see an increase of $105B in the current position value, from $511B to 616B.

Strategic Planning Group, LLC is based out at Bountiful, UT

Below you can find more details about Strategic Planning Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $616 Billion
Technology: $177 Billion
ETFs: $78 Billion
Financial Services: $63.3 Billion
Communication Services: $59.5 Billion
Consumer Cyclical: $56.9 Billion
Industrials: $51.2 Billion
Consumer Defensive: $35.7 Billion
Healthcare: $19.5 Billion
Other: $24.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$31 Billion 5.03% of portfolio
196,025
Q2 2025 Added 17.85%
$2.3T
$29.6 Billion 4.8% of portfolio
134,824
Q2 2025 Added 11.94%
$3.35T
$28.1 Billion 4.56% of portfolio
136,853
Q2 2025 Added 14.41%
$3.75T
$24.5 Billion 3.98% of portfolio
49,323
Q2 2025 Added 8.3%
$0
$23.6 Billion 3.83% of portfolio
496,220
Q2 2025 Added 8.65%
$1.11T
$21.6 Billion 3.5% of portfolio
121,576
Q2 2025 Added 20.23%
$562B
$20.8 Billion 3.37% of portfolio
15,500
Q2 2025 Added 3.37%
Morgan Stanley ETF Trust
-
$18.5 Billion 3.01% of portfolio
-
Q2 2025 Added 7.75%
$0
$18.2 Billion 2.96% of portfolio
624,143
Q2 2025 Added 4.9%
Victory Portfolios Ii
-
$17.6 Billion 2.85% of portfolio
-
Q2 2025 Reduced 3.09%
$1T
$17.1 Billion 2.78% of portfolio
53,805
Q2 2025 Added 31.9%
$260B
$16.1 Billion 2.61% of portfolio
164,574
Q2 2025 Added 5.26%
$19.4B
$15.4 Billion 2.5% of portfolio
28,715
Q2 2025 Added 21.76%
$434B
$15 Billion 2.44% of portfolio
15,160
Q2 2025 Added 4.51%
$0
$14.6 Billion 2.38% of portfolio
233,307
Q2 2025 Added 2.63%
-
$14.2 Billion 2.3% of portfolio
-
Q2 2025 Reduced 7.98%
$57.1B
$9.45 Billion 1.53% of portfolio
46,184
Q2 2025 Added 5.15%
$847B
$8.99 Billion 1.46% of portfolio
30,998
Q2 2025 Added 4.73%
$254B
$8.67 Billion 1.41% of portfolio
29,420
Q2 2025 Added 4.48%
$0
$8.55 Billion 1.39% of portfolio
152,678
Q2 2025 Added 26.69%
$278B
$8.32 Billion 1.35% of portfolio
119,884
Q2 2025 Added 5.19%
$631B
$7.75 Billion 1.26% of portfolio
15,948
Q2 2025 Added 3.64%
$244B
$7.61 Billion 1.24% of portfolio
54,032
Q2 2025 New
$112B
$7.65 Billion 1.24% of portfolio
27,744
Q2 2025 Added 22.64%
$51.8B
$7.37 Billion 1.2% of portfolio
37,635
Q2 2025 Added 10.82%
$183B
$7.08 Billion 1.15% of portfolio
13,026
Q2 2025 Added 5.83%
$618B
$6.51 Billion 1.06% of portfolio
29,763
Q2 2025 Added 6.79%
$102B
$6.49 Billion 1.05% of portfolio
12,738
Q2 2025 Added 2.93%
$243B
$6.46 Billion 1.05% of portfolio
9,129
Q2 2025 Added 18.37%
$39.7B
$6.33 Billion 1.03% of portfolio
21,993
Q2 2025 Added 4.06%
$73.2B
$6.26 Billion 1.02% of portfolio
59,277
Q2 2025 Added 3.51%
$236B
$6.11 Billion 0.99% of portfolio
43,027
Q2 2025 Added 16.43%
$212B
$6.04 Billion 0.98% of portfolio
7,674
Q2 2025 Added 4.27%
$0
$5.95 Billion 0.97% of portfolio
175,818
Q2 2025 Added 0.99%
$0
$5.84 Billion 0.95% of portfolio
173,781
Q2 2025 Added 2.98%
$139B
$5.78 Billion 0.94% of portfolio
50,081
Q2 2025 Added 15.13%
$55.9B
$5.81 Billion 0.94% of portfolio
16,585
Q2 2025 Added 24.73%
$219B
$5.74 Billion 0.93% of portfolio
39,298
Q2 2025 Added 4.13%
$103B
$5.52 Billion 0.9% of portfolio
24,977
Q2 2025 Added 3.87%
$69.9B
$5.5 Billion 0.89% of portfolio
121,475
Q2 2025 Added 24.06%
$293B
$5.45 Billion 0.89% of portfolio
40,009
Q2 2025 Added 3.24%
$109B
$5.49 Billion 0.89% of portfolio
14,317
Q2 2025 New
$59.9B
$5.27 Billion 0.86% of portfolio
19,700
Q2 2025 Added 4.6%
$320B
$5.25 Billion 0.85% of portfolio
6,552
Q2 2025 Added 12.54%
$160B
$5.16 Billion 0.84% of portfolio
22,160
Q2 2025 Added 5.42%
$90.8B
$5.05 Billion 0.82% of portfolio
42,806
Q2 2025 Added 4.68%
$80.2B
$5.04 Billion 0.82% of portfolio
10,084
Q2 2025 Added 4.1%
$12.6B
$4.8 Billion 0.78% of portfolio
33,320
Q2 2025 Added 6.33%
$62.1B
$4.66 Billion 0.76% of portfolio
39,102
Q2 2025 Added 10.62%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $616 Billion
  • Prior Value $511 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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