STRATEGIC PLANNING GROUP, LLC - Portfolio Stock Holdings

STRATEGIC PLANNING GROUP, LLC disclosed 76 stock positions in a recent SEC 13F filing. $917,957,217 of stock holdings were filed, with the largest holdings including SCIO, SPIB, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.

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.