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STRATEGIC PLANNING GROUP, LLC 13F portfolio summary

STRATEGIC PLANNING GROUP, LLC of STRATEGIC PLANNING GROUP, LLC has 72 current stock holdings with a reported portfolio value of $715.3M. The portfolio 1 year return is +22.81%. Top holdings include QQQ (0.00%), SPY (0.00%), SCIO (6.90%), SPIB (6.74%), AAPL (5.11%).

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STRATEGIC PLANNING GROUP, LLC

STRATEGIC PLANNING GROUP, LLC
Latest filing: 2026-03-31

STRATEGIC PLANNING GROUP, LLC runs STRATEGIC PLANNING GROUP, LLC and currently holds 72 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $715.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STRATEGIC PLANNING GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STRATEGIC PLANNING GROUP, LLC's portfolio at STRATEGIC PLANNING GROUP, LLC has delivered returns of +22.81%. Their 3-year annualized return is +50.26%. Looking at the 5-year horizon, STRATEGIC PLANNING GROUP, LLC has achieved +50.26% annualized returns at STRATEGIC PLANNING GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.81%
#0/1000
3 Year
+50.26%
#0/1000
5 Year
+50.26%
#0/1000

Portfolio Value

$715.35M

Alpha Score

39.5

#0 of 1000

Holdings

72

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change