STRATEGIC PLANNING GROUP, LLC - Portfolio Stock Holdings

STRATEGIC PLANNING GROUP, LLC disclosed 88 stock positions in a recent SEC 13F filing. $964,780,965 of stock holdings were filed, with the largest holdings including NVDA, MSFT, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $910,256,041 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.