13F Insight
Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026

STRATEGIC PLANNING GROUP, LLC

$918M in tracked AUM across 75 positions as of Q2 2026.

SP
CIK 0001875525 · last filed Jun 30, 2026
Total AUM
$918M
as of Q2 2026
Holdings
75
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…