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
$42.7B
$5.74 Billion 0.78% of portfolio
22,229
Q3 2025 Added 27.77%
$429B
$5.48 Billion 0.74% of portfolio
106,232
Q3 2025 Added 45.92%
$270B
$5.43 Billion 0.73% of portfolio
16,352
Q3 2025 Added 32.32%
$0
$5.34 Billion 0.72% of portfolio
167,251
Q3 2025 Reduced 73.2%
$330B
$5.2 Billion 0.7% of portfolio
61,991
Q3 2025 Added 147.8%
$389B
$5.12 Billion 0.69% of portfolio
12,637
Q3 2025 Added 37.28%
$127B
$4.97 Billion 0.67% of portfolio
7,125
Q3 2025 New
$526B
$4.93 Billion 0.67% of portfolio
8,670
Q3 2025 Added 28.24%
$148B
$4.89 Billion 0.66% of portfolio
19,461
Q3 2025 Added 37.37%
$144B
$4.4 Billion 0.59% of portfolio
45,030
Q3 2025 New
$13.7B
$4.19 Billion 0.57% of portfolio
112,095
Q3 2025 Added 29.62%
$621B
$897 Million 0.12% of portfolio
1,784
Q3 2025 Reduced 88.81%
$0
$704 Million 0.1% of portfolio
1,172
Q3 2025 Added 0.09%
$0
$492 Million 0.07% of portfolio
738
Q3 2025 Added 0.14%
$0
$476 Million 0.06% of portfolio
991
Q3 2025 New
$176B
$336 Million 0.05% of portfolio
11,900
Q3 2025 Added 1.41%
$1.68T
$302 Million 0.04% of portfolio
1,240
Q3 2025 New
Victory Portfolios Ii
-
$315 Million 0.04% of portfolio
-
Q3 2025 Reduced 98.31%
-
$270 Million 0.04% of portfolio
-
Q3 2025 Reduced 98.25%
$0
$250 Million 0.03% of portfolio
9,499
Q3 2025 Added 0.27%
$0
$252 Million 0.03% of portfolio
3,750
Q3 2025 Reduced 98.39%
Rubrik Inc.
-
$216 Million 0.03% of portfolio
-
Q2 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
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