account_balance

Investment manager · 13F filer · SEC CIK 1925220

Strategic Planning, Inc.

Reported value$199Mas of Mar 31, 2026
Positions54
Top 10 weight65.6%AMZN alone is 12%
FiledMay 1848 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
AMZN Amazon.com Inc 11.9% DOW Dow Inc. 10.8% AAPL Apple Inc. 10.2% NVDA NVIDIA Corp 7.5% MSFT Microsoft Corp 6.0% CVS CVS Health Corp 5.3% F Ford Motor Co 5.0% KHC Kraft Heinz Co 3.1% WDAY Workday, Inc. 3.0% VZ Verizon Communications Inc 2.9% MO Altria Group, Inc. 2.7% GOOG Alphabet Inc. 2.7%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast