What does STRATEGIC PLANNING GROUP, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

STRATEGIC PLANNING 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIRST TR EXCHANGE-TRADED FD

$49M2.4M6.9%

SPDR SERIES TRUST

$48M1.4M6.7%

APPLE INC

$36M144K5.1%

AMAZON COM INC

$28M136K4.0%

ALPHABET INC

$27M93K3.7%

NVIDIA CORPORATION

$26M147K3.6%

WALMART INC

$24M193K3.3%

MICROSOFT CORP

$24M64K3.3%

COSTCO WHOLESALE CORPORATION

$24M24K3.3%

BROADCOM INC

$23M74K3.2%

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