Strategic Planning Group, LLC holds a diversified book of 75 stocks worth $918.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is FT Struct Credit Inc Opp ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Strategic Planning Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 76 / 75 | $10.7B |
| NewEdge Advisors, LLC | 76 / 75 | $9.8B |
| Kestra Advisory Services, LLC | 76 / 75 | $7.7B |
| Steward Partners Investment Advisory, LLC | 76 / 75 | $6.3B |
| Integrated Wealth Concepts LLC | 76 / 75 | $3.3B |
| Global Retirement Partners, LLC | 76 / 75 | $1.6B |
| IFP Advisors, Inc | 76 / 75 | $1.4B |
| MORGAN STANLEY | 75 / 75 | $602.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Strategic Planning Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange-Traded FD STRUCTURED CR IN | $59.3M | 2.87M | 6.5% | ▲+20% Added · +481K sh | |
| 2 | SPDR Series Trust ST INTER BD ETF | $58.4M | 1.75M | 6.4% | ▲+22% Added · +312K sh | |
| 3 | Apple Inc COM | $40.7M | 140.7K | 4.4% | ▼−2.2% Reduced · −3K sh | |
| 4 | Nvidia Corporation COM | $36.9M | 184.4K | 4.0% | ▲+25% Added · +37K sh | |
| 5 | Microsoft Corp COM | $34.3M | 91.9K | 3.7% | ▲+43% Added · +28K sh | |
| 6 | Alphabet Inc CAP STK CL C | $33.9M | 95.8K | 3.7% | ▲+3.0% Added · +3K sh | |
| 7 | Amazon Com Inc COM | $33.3M | 139.6K | 3.6% | ▲+2.3% Added · +3K sh | |
| 8 | Broadcom Inc COM | $31.4M | 83.2K | 3.4% | ▲+13% Added · +9K sh | |
| 9 | Eli Lilly & Co COM | $30.7M | 25.6K | 3.3% | ▲+6.9% Added · +2K sh | |
| 10 | Comfort Sys USA Inc COM | $28.9M | 14.6K | 3.2% | ▲+1.9% Added · +269 sh | |
| 11 | Lam Research Corp COM NEW | $26.8M | 61.9K | 2.9% | ▲+29% Added · +14K sh | |
| 12 | Arista Networks Inc COM SHS | $23.7M | 139.7K | 2.6% | ▲+11% Added · +14K sh | |
| 13 | Costco Wholesale Corporation COM | $23.3M | 24.9K | 2.5% | ▲+4.7% Added · +1K sh | |
| 14 | Walmart Inc COM | $23.3M | 205.9K | 2.5% | ▲+6.9% Added · +13K sh | |
| 15 | Meta Platforms Inc CL A | $22.9M | 40.7K | 2.5% | ▲+6.4% Added · +2K sh | |
| 16 | Progressive Corp COM | $20.0M | 91.7K | 2.2% | ▲+8.1% Added · +7K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $19.6M | 9.9K | 2.1% | ▲+72% Added · +4K sh | |
| 18 | Advanced Micro Devices Inc COM | $19.0M | 32.7K | 2.1% | ▲+0.8% Added · +253 sh | |
| 19 | Mastercard Incorporated CL A | $18.9M | 36.8K | 2.1% | ▲+7.8% Added · +3K sh | |
| 20 | Ge Aerospace COM NEW | $18.3M | 48.8K | 2.0% | ▲+5.3% Added · +2K sh | |
| 21 | Space Exploration Techn Corp CLASS A COM STK | $17.9M | 104.8K | 1.9% | ▲New New position | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $16.6M | 34.7K | 1.8% | ▲+4.7% Added · +2K sh | |
| 23 | Morgan Stanley COM NEW | $15.2M | 72.6K | 1.7% | ▲+2.7% Added · +2K sh | |
| 24 | Cboe Global MKTS Inc COM | $15.0M | 61.7K | 1.6% | ▲+7.1% Added · +4K sh | |
| 25 | Heico Corp New COM | $14.2M | 39.8K | 1.5% | ▲+5.2% Added · +2K sh | |
| 26 | Tesla Inc COM | $14.1M | 33.5K | 1.5% | ▲+5.0% Added · +2K sh | |
| 27 | JPMorgan Chase & Co COM | $14.0M | 42.9K | 1.5% | ▲+4.0% Added · +2K sh | |
| 28 | Cintas Corp COM | $13.8M | 80.9K | 1.5% | ▲+8.8% Added · +7K sh | |
| 29 | Linde PLC SHS | $13.1M | 25.3K | 1.4% | ▲+5.2% Added · +1K sh | |
| 30 | Sterling Infrastructure Inc COM | $11.7M | 14.0K | 1.3% | ▲+0.9% Added · +123 sh | |
| 31 | TJX Cos Inc New COM | $11.6M | 76.8K | 1.3% | ▲+6.0% Added · +4K sh | |
| 32 | RTX Corporation COM | $11.1M | 58.5K | 1.2% | ▲+6.0% Added · +3K sh | |
| 33 | Netflix Inc. COM | $10.5M | 146.9K | 1.1% | ▲+6.1% Added · +8K sh | |
| 34 | Newmont Corp COM | $10.3M | 110.7K | 1.1% | ▲+6.5% Added · +7K sh | |
| 35 | Veeva Sys Inc CL A COM | $10.2M | 57.4K | 1.1% | ▲+49% Added · +19K sh | |
| 36 | Vertex Pharmaceuticals Inc COM | $9.3M | 18.7K | 1.0% | ▲+7.3% Added · +1K sh | |
| 37 | Trane Technologies PLC SHS | $8.7M | 17.7K | 0.9% | ▲+3.7% Added · +628 sh | |
| 38 | Palo Alto Networks Inc COM | $8.0M | 23.3K | 0.9% | ▲+1.4% Added · +329 sh | |
| 39 | Intuitive Surgical Inc COM NEW | $7.8M | 19.7K | 0.9% | ▲+7.0% Added · +1K sh | |
| 40 | Intuit COM | $7.7M | 29.7K | 0.8% | ▲+85% Added · +14K sh | |
| 41 | Eaton Corp PLC SHS | $7.0M | 16.4K | 0.8% | ▲+3.3% Added · +523 sh | |
| 42 | Micron Technology Inc COM | $6.9M | 6.0K | 0.8% | ▲+562% Added · +5K sh | |
| 43 | BWX Technologies Inc COM | $6.5M | 33.2K | 0.7% | ▲+3.7% Added · +1K sh | |
| 44 | American Elec PWR Co Inc COM | $6.3M | 46.0K | 0.7% | ▲+5.5% Added · +2K sh | |
| 45 | Sherwin Williams Co COM | $6.3M | 18.3K | 0.7% | ▲+5.6% Added · +972 sh | |
| 46 | Palantir Technologies Inc CL A | $6.2M | 52.8K | 0.7% | ▲+5.6% Added · +3K sh | |
| 47 | Duke Energy Corp New COM NEW | $6.1M | 48.3K | 0.7% | ▲+5.5% Added · +3K sh | |
| 48 | Waste Mgmt Inc Del COM | $5.7M | 25.8K | 0.6% | ▲+5.5% Added · +1K sh | |
| 49 | Northrop Grumman Corp COM | $5.7M | 11.2K | 0.6% | ▲+7.7% Added · +807 sh | |
| 50 | Oracle Corp COM | $3.4M | 23.5K | 0.4% | ▲+2.6% Added · +599 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1875525/holdings"
Use Arkolith to show STRATEGIC PLANNING GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.