STRATEGIC PLANNING GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, STRATEGIC PLANNING GROUP, LLC held in its portfolio 73 assets valued at $776,864,128 (i.e. $776.86M).
The most valuable assets in the portfolio included: APPLE INC ($47.23M), ALPHABET INC ($44.38M), and AMAZON COM INC ($37.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
STRATEGIC PLANNING GROUP, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 173721 | 47227805 | COM |
| ALPHABET INC | 141410 | 44374539 | CAP STK CL C |
| AMAZON COM INC | 161210 | 37210694 | COM |
| NVIDIA CORPORATION | 191394 | 35695067 | COM |
| MICROSOFT CORP | 66535 | 32178030 | COM |
| TESLA INC | 67314 | 30272460 | COM |
| ISHARES TR | 566969 | 26845993 | HIGH YLD SYSTM B |
| WALMART INC | 235989 | 26291558 | COM |
| COSTCO WHSL CORP NEW | 25610 | 22084984 | COM |
| MORGAN STANLEY ETF TRUST | 422805 | 21774481 | EATON VANCE TOTA |
| META PLATFORMS INC | 30396 | 20064648 | CL A |
| COMFORT SYS USA INC | 18626 | 17383746 | COM |
| FIRST TR EXCHANGE-TRADED FD | 788845 | 16407982 | STRUCTURED CR IN |
| NETFLIX INC | 151649 | 14218664 | COM |
| MORGAN STANLEY | 75668 | 13433372 | COM NEW |
| GOLDMAN SACHS GROUP INC | 15171 | 13336077 | COM |
| JPMORGAN CHASE & CO. | 41195 | 13274087 | COM |
| INTERNATIONAL BUSINESS MACHS | 44283 | 13117170 | COM |
| CISCO SYS INC | 167968 | 12938652 | COM |
| PALO ALTO NETWORKS INC | 70068 | 12906625 | COM |
| RTX CORPORATION | 69303 | 12710242 | COM |
| US BANCORP DEL | 233788 | 12474975 | COM NEW |
| HCA HEALTHCARE INC | 21988 | 10265565 | COM |
| SPDR SERIES TRUST | 286664 | 9692118 | STATE STREET SPD |
| ADVANCED MICRO DEVICES INC | 44829 | 9600588 | COM |
| ASML HOLDING N V | 8938 | 9563251 | N Y REGISTRY SHS |
| NEWMONT CORP | 94059 | 9391806 | COM |
| BROADCOM INC | 26655 | 9225610 | COM |
| SHOPIFY INC | 55883 | 8995539 | CL A SUB VTG SHS |
| ELI LILLY & CO | 8132 | 8739446 | COM |
| JOHNSON CTLS INTL PLC | 72529 | 8685397 | SHS |
| PALANTIR TECHNOLOGIES INC | 48016 | 8534856 | CL A |
| GE AEROSPACE | 27203 | 8379644 | COM NEW |
| ORACLE CORP | 42851 | 8352103 | COM |
| CLOUDFLARE INC | 41158 | 8114418 | CL A COM |
| CROWDSTRIKE HLDGS INC | 17288 | 8104113 | CL A |
| TRAVELERS COMPANIES INC | 27347 | 7932432 | COM |
| SALESFORCE INC | 29479 | 7809353 | COM |
| PHILLIPS 66 | 58540 | 7554115 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 29375 | 7521064 | COM |
| INTUITIVE SURGICAL INC | 13245 | 7501718 | COM NEW |
| NORTHROP GRUMMAN CORP | 13012 | 7419901 | COM |
| INTUIT | 11020 | 7300499 | COM |
| DUKE ENERGY CORP NEW | 61678 | 7229348 | COM NEW |
| OKLO INC | 98878 | 7095511 | COM CL A |
| EOG RES INC | 65960 | 6926518 | COM |
| BWX TECHNOLOGIES INC | 38209 | 6604141 | COM |
| TRANE TECHNOLOGIES PLC | 16810 | 6542686 | SHS |
| AMERICAN EXPRESS CO | 17343 | 6416186 | COM |
| BANK AMERICA CORP | 114432 | 6293768 | COM |
| VEEVA SYS INC | 28102 | 6273231 | CL A COM |
| WELLS FARGO CO NEW | 66875 | 6232785 | COM |
| COINBASE GLOBAL INC | 24569 | 5556116 | COM CL A |
| MASTERCARD INCORPORATED | 9627 | 5496359 | CL A |
| IONQ INC | 119291 | 5352589 | COM |
| LOWES COS INC | 21858 | 5271431 | COM |
| BOSTON SCIENTIFIC CORP | 53388 | 5090622 | COM |
| HOME DEPOT INC | 14357 | 4940427 | COM |
| SPOTIFY TECHNOLOGY S A | 8149 | 4732433 | SHS |
| SCHWAB STRATEGIC TR | 28655 | 934753 | US LCAP GR ETF |
| INVESCO QQQ TR | 1158 | 711419 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 1327 | 667439 | CL B NEW |
| SPDR S&P 500 ETF TR | 776 | 529611 | TR UNIT |
| VANGUARD INDEX FDS | 992 | 483985 | GROWTH ETF |
| VANGUARD INDEX FDS | 2111 | 403368 | VALUE ETF |
| ALPHABET INC | 1254 | 392504 | CAP STK CL A |
| AT&T INC | 11600 | 288160 | COM |
| VICTORY PORTFOLIOS II | 7183 | 282887 | SHARES FREE CASH |
| FIRST TR EXCHANGE TRADED FD | 3757 | 261019 | RISNG DIVD ACHIV |
| MICRON TECHNOLOGY INC | 912 | 260440 | COM |
| SCHWAB STRATEGIC TR | 9528 | 256401 | US LRG CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 2495 | 231615 | ACTIVE GROWTH |
| RUBRIK INC. | 2628 | 200989 | CL A |
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