Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $740 Billion
  • Q3 2025

Strategic Planning Group, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $740 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.2B, Alphabet Inc. with a value of $36.9B, Nvidia Corp with a value of $34.4B, Amazon Com Inc with a value of $33.7B, and Microsoft Corp with a value of $32.5B.

Examining the 13F form we can see an increase of $124B in the current position value, from $616B to 740B.

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 $740 Billion
Technology: $239 Billion
Financial Services: $85.8 Billion
Communication Services: $85.2 Billion
Consumer Cyclical: $77.9 Billion
Industrials: $61.9 Billion
Consumer Defensive: $44.9 Billion
ETFs: $42.8 Billion
Healthcare: $30.7 Billion
Other: $34.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$16.7 Billion 2.26% of portfolio
13,943
Q3 2025 Reduced 10.05%
$32.5B
$15.7 Billion 2.12% of portfolio
19,034
Q3 2025 Reduced 33.71%
$61.4B
$13.5 Billion 1.83% of portfolio
66,333
Q3 2025 Added 43.63%
$67.6B
$10.5 Billion 1.42% of portfolio
217,261
Q3 2025 Added 78.85%
$193B
$9.85 Billion 1.33% of portfolio
22,019
Q3 2025 Added 69.04%
$136B
$9.02 Billion 1.22% of portfolio
21,165
Q3 2025 Added 47.83%
$139B
$8.63 Billion 1.17% of portfolio
26,162
Q3 2025 Reduced 5.7%
$59.6B
$8.27 Billion 1.12% of portfolio
38,557
Q3 2025 Added 2.45%
$115B
$8.04 Billion 1.09% of portfolio
16,400
Q3 2025 Added 28.75%
$174B
$7.93 Billion 1.07% of portfolio
53,373
Q3 2025 Added 6.57%
$69.1B
$7.77 Billion 1.05% of portfolio
92,103
Q3 2025 New
$40.3B
$7.56 Billion 1.02% of portfolio
22,393
Q3 2025 Added 35.02%
$81.8B
$7.44 Billion 1.01% of portfolio
67,654
Q3 2025 Added 14.13%
$41.2B
$7.47 Billion 1.01% of portfolio
25,088
Q3 2025 Added 14.07%
$68.5B
$7.34 Billion 0.99% of portfolio
53,972
Q3 2025 Added 38.03%
$86.7B
$7.27 Billion 0.98% of portfolio
11,925
Q3 2025 Added 18.26%
$96.4B
$6.9 Billion 0.93% of portfolio
55,719
Q3 2025 Added 30.17%
$16.3B
$6.73 Billion 0.91% of portfolio
36,495
Q3 2025 Added 9.53%
$182B
$6.67 Billion 0.9% of portfolio
9,772
Q3 2025 Added 27.34%
$84B
$6.35 Billion 0.86% of portfolio
33,005
Q3 2025 Added 32.14%
$64.7B
$6.28 Billion 0.85% of portfolio
55,994
Q3 2025 Added 49.63%
$96.9B
$6.32 Billion 0.85% of portfolio
14,972
Q3 2025 New
$39.1B
$5.74 Billion 0.78% of portfolio
22,229
Q3 2025 Added 27.77%
$123B
$4.97 Billion 0.67% of portfolio
7,125
Q3 2025 New
$140B
$4.89 Billion 0.66% of portfolio
19,461
Q3 2025 Added 37.37%
$147B
$4.4 Billion 0.59% of portfolio
45,030
Q3 2025 New
$13.3B
$4.19 Billion 0.57% of portfolio
112,095
Q3 2025 Added 29.62%
$181B
$336 Million 0.05% of portfolio
11,900
Q3 2025 Added 1.41%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $740 Billion
  • Prior Value $616 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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