account_balance
Investment manager · 13F filer · SEC CIK 1875525
Strategic Planning Group, LLC
Reported value$965Mas of Sep 30, 2026
Positions79 13 new, 9 sold out
Top 10 weight43.5%NVDA alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.7%Added +53%
MSFTMicrosoft Corp
6.3%Added +29%
AMZNAmazon.com Inc
5.1%Added +42%
AAPLApple Inc.
4.5%Trimmed −7%
LLYELI Lilly & Co
4.1%Added +34%
AVGOBroadcom Inc.
3.6%Added +20%
GOOGAlphabet Inc.
3.6%Added +6%
SGOViShares Tr
3.3%New
METAMeta Platforms, Inc.
3.2%Added +3%
ANETArista Networks, Inc.
3.1%Added +5%
FIXComfort Systems USA Inc
3.0%Added +18%
SPIBSPDR Series Trust
2.9%Trimmed −51%
NVDANVIDIA Corp
6.7%Added +53%
MSFTMicrosoft Corp
6.3%Added +29%
AMZNAmazon.com Inc
5.1%+42%
AAPLApple Inc.
4.5%−7%
LLYELI Lilly & Co
4.1%+34%
AVGOBroadcom Inc.
3.6%
GOOGAlphabet Inc.
3.6%
SGOViShares Tr
3.3%
METAMeta Platforms, Inc.
3.2%
ANET3.1%FIX3.0%SPIB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.7% Added +53%MSFT Microsoft Corp 6.3% Added +29%AMZN Amazon.com Inc 5.1% Added +42%AAPL Apple Inc. 4.5% Trimmed −7%LLY ELI Lilly & Co 4.1% Added +34%AVGO Broadcom Inc. 3.6% Added +20%GOOG Alphabet Inc. 3.6% Added +6%
SGOV iShares Tr 3.3% New
META Meta Platforms, Inc. 3.2% Added +3%ANET Arista Networks, Inc. 3.1% Added +5%FIX Comfort Systems USA Inc 3.0% Added +18%SPIB SPDR Series Trust 2.9% Trimmed −51%
What changed
Biggest moves since Jun 30, 2026
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