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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$43.2 Billion 5.84% of portfolio
169,812
Q3 2025 Added 24.08%
$1.72T
$36.9 Billion 4.99% of portfolio
151,537
Q3 2025 Added 24.64%
$505B
$34.4 Billion 4.65% of portfolio
184,199
Q3 2025 Reduced 6.03%
$2.49T
$33.7 Billion 4.55% of portfolio
153,424
Q3 2025 Added 13.8%
$3.86T
$32.5 Billion 4.39% of portfolio
62,712
Q3 2025 Added 27.15%
$1.44T
$30 Billion 4.06% of portfolio
67,507
Q3 2025 Added 25.47%
$0
$25.8 Billion 3.49% of portfolio
539,304
Q3 2025 Added 8.68%
$275B
$23.3 Billion 3.15% of portfolio
226,012
Q3 2025 Added 37.33%
$403B
$21.6 Billion 2.92% of portfolio
23,325
Q3 2025 Added 53.86%
Morgan Stanley ETF Trust
-
$20.6 Billion 2.79% of portfolio
-
Q3 2025 Added 10.22%
$1.46T
$20.2 Billion 2.73% of portfolio
27,549
Q3 2025 Added 61.07%
$498B
$16.7 Billion 2.26% of portfolio
13,943
Q3 2025 Reduced 10.05%
$34.5B
$15.7 Billion 2.12% of portfolio
19,034
Q3 2025 Reduced 33.71%
First Tr Exchange Traded Fd
-
$15.2 Billion 2.06% of portfolio
-
Q3 2025 New
$65.9B
$13.5 Billion 1.83% of portfolio
66,333
Q3 2025 Added 43.63%
$913B
$12.4 Billion 1.67% of portfolio
39,168
Q3 2025 Added 26.36%
$0
$11.4 Billion 1.54% of portfolio
102,112
Q3 2025 Reduced 33.12%
$278B
$11.4 Billion 1.53% of portfolio
71,412
Q3 2025 Added 32.17%
$269B
$11.3 Billion 1.52% of portfolio
14,164
Q3 2025 Added 55.15%
$300B
$11 Billion 1.49% of portfolio
160,697
Q3 2025 Added 34.04%
$262B
$10.9 Billion 1.48% of portfolio
65,252
Q3 2025 Added 66.04%
$69.4B
$10.5 Billion 1.42% of portfolio
217,261
Q3 2025 Added 78.85%
$189B
$9.85 Billion 1.33% of portfolio
22,019
Q3 2025 Added 69.04%
$0
$9.07 Billion 1.23% of portfolio
267,585
Q3 2025 Added 53.98%
$132B
$9.02 Billion 1.22% of portfolio
21,165
Q3 2025 Added 47.83%
$708B
$8.81 Billion 1.19% of portfolio
31,319
Q3 2025 Added 5.23%
$150B
$8.63 Billion 1.17% of portfolio
26,162
Q3 2025 Reduced 5.7%
$421B
$8.55 Billion 1.16% of portfolio
8,831
Q3 2025 Added 34.78%
$71.7B
$8.27 Billion 1.12% of portfolio
38,557
Q3 2025 Added 2.45%
$394B
$8.25 Billion 1.11% of portfolio
45,207
Q3 2025 Added 12.99%
$117B
$8.04 Billion 1.09% of portfolio
16,400
Q3 2025 Added 28.75%
$207B
$7.93 Billion 1.07% of portfolio
53,373
Q3 2025 Added 6.57%
$64.3B
$7.77 Billion 1.05% of portfolio
92,103
Q3 2025 New
$48.7B
$7.56 Billion 1.02% of portfolio
22,393
Q3 2025 Added 35.02%
$338B
$7.55 Billion 1.02% of portfolio
25,109
Q3 2025 New
$78.8B
$7.44 Billion 1.01% of portfolio
67,654
Q3 2025 Added 14.13%
$40.9B
$7.47 Billion 1.01% of portfolio
25,088
Q3 2025 Added 14.07%
$65.5B
$7.34 Billion 0.99% of portfolio
53,972
Q3 2025 Added 38.03%
$413B
$7.34 Billion 0.99% of portfolio
45,360
Q3 2025 Added 5.42%
$89.8B
$7.27 Billion 0.98% of portfolio
11,925
Q3 2025 Added 18.26%
$63B
$6.98 Billion 0.94% of portfolio
24,990
Q3 2025 Added 26.85%
$95.7B
$6.9 Billion 0.93% of portfolio
55,719
Q3 2025 Added 30.17%
$19.5B
$6.73 Billion 0.91% of portfolio
36,495
Q3 2025 Added 9.53%
$188B
$6.67 Billion 0.9% of portfolio
9,772
Q3 2025 Added 27.34%
$83.3B
$6.35 Billion 0.86% of portfolio
33,005
Q3 2025 Added 32.14%
$260B
$6.38 Billion 0.86% of portfolio
26,938
Q3 2025 Added 65.54%
$62B
$6.28 Billion 0.85% of portfolio
55,994
Q3 2025 Added 49.63%
$104B
$6.32 Billion 0.85% of portfolio
14,972
Q3 2025 New
$12B
$6.23 Billion 0.84% of portfolio
101,369
Q3 2025 New

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
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email