13F Insight
DOSSIER · 13F-HR · Q1 2026

Estate Planners Group, LLC

Estate Planners's holding co. based in San Francisco, CA — $208M in tracked AUM across 76 positions as of Q1 2026.

EP
Estate Planners·San Francisco, CA·Holding Co.
CIK 0002118977 · last filed Mar 31, 2026
Total AUM
$208M
▲ 10.0%
vs prior
Holdings
76
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Estate Planners Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOF
GUGGENHEIM STRATEGIC OPPORTU
$26M2.4M12.6%
02
PDI
PIMCO DYNAMIC INCOME FD
$22M1.3M10.8%
03
CLOZ
SERIES PORTFOLIOS TR
$19M756K9.3%
04
QQQ
INVESCO QQQ TR
$16M27K7.5%
05
ARCC
ARES CAPITAL CORP
$12M679K5.9%
06
XLG
INVESCO EXCHANGE TRADED FD T
$11M204K5.4%
07
SPY
STATE STR SPDR S&P 500 ETF T
$10M15K4.7%
08
QQQI
NEOS ETF TRUST
$7M141K3.4%
09
QTUM
ETF SER SOLUTIONS
$6M58K3.0%
10
IBIT
ISHARES BITCOIN TRUST ETF
$6M146K2.7%

Filing history

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