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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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