account_balance
Investment manager · 13F filer · SEC CIK 2118977
Estate Planners Group, LLC
Reported value$221Mas of Jun 30, 2026
Positions70 13 new, 16 sold out
Top 10 weight68.3%GOF alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOFGuggenheim Strategic Opportu
12.2%Added +4%
PDIPimco Dynamic Income Fd
10.3%Added +4%
QQQInvesco QQQ Tr
9.3%Added +3%
CLOZSeries Portfolios Tr
9.2%Added +2%
SPYState STR SPDR S&P 500 ETF T
6.6%Added +31%
ARCCAres Capital Corp
6.1%Added +7%
XLGInvesco Exchange Traded Fd T
5.8%Added +2%
QQQINeos ETF Trust
3.5%Trimmed −3%
IBITiShares Bitcoin Trust ETF
2.7%Added +24%
AMZNAmazon Com Inc
2.6%Trimmed −6%
QTUMETF Ser Solutions
2.6%Trimmed −41%
AAPLApple Inc
2.3%Added +9%
GOFGuggenheim Strategic Opportu
12.2%Added +4%
PDIPimco Dynamic Income Fd
10.3%Added +4%
QQQ9.3%CLOZ9.2%SPY6.6%ARCC6.1%XLG5.8%QQQI3.5%IBIT2.7%AMZN2.6%QTUM2.6%AAPLBoxes 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
GOF Guggenheim Strategic Opportu 12.2% Added +4%PDI Pimco Dynamic Income Fd 10.3% Added +4%QQQ Invesco QQQ Tr 9.3% Added +3%CLOZ Series Portfolios Tr 9.2% Added +2%SPY State STR SPDR S&P 500 ETF T 6.6% Added +31%ARCC Ares Capital Corp 6.1% Added +7%XLG Invesco Exchange Traded Fd T 5.8% Added +2%QQQI Neos ETF Trust 3.5% Trimmed −3%IBIT iShares Bitcoin Trust ETF 2.7% Added +24%AMZN Amazon Com Inc 2.6% Trimmed −6%QTUM ETF Ser Solutions 2.6% Trimmed −41%AAPL Apple Inc 2.3% Added +9%
What changed