§ 13F · FUND PROFILE
STRATEGIC PLANNING GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $739.8T (13F)Positions · 73Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 174K | $47.2T | 6.1% | +2% |
| 2 | GOOG | ALPHABET INC | 141K | $44.4T | 5.7% | −7% |
| 3 | AMZN | AMAZON COM INC | 161K | $37.2T | 4.8% | +5% |
| 4 | NVDA | NVIDIA CORPORATION | 191K | $35.7T | 4.6% | +4% |
| 5 | MSFT | MICROSOFT CORP | 67K | $32.2T | 4.1% | +6% |
| 6 | TSLA | TESLA INC | 67K | $30.3T | 3.9% | ±0% |
| 7 | HYDB | ISHARES TR | 567K | $26.8T | 3.5% | +5% |
| 8 | WMT | WALMART INC | 236K | $26.3T | 3.4% | +4% |
| 9 | COST | COSTCO WHSL CORP NEW | 26K | $22.1T | 2.8% | +10% |
| 10 | EVTR | MORGAN STANLEY ETF TRUST | 423K | $21.8T | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
STRATEGIC PLANNING GROUP, LLC is a Other fund managing $739781.6 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed