Estate Planners Group, LLC

Q1 2026 13F-HR Holdings

Location
Yardley, PA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$208,110
Net value change ($000)
-22,514 (-9.8%)
New positions
4
Sold out positions
403
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VT 532 NEW
JNJ 486 18.1%
GOOGL 458 98.9%
SMH 386 11.3%
CLOX 375 323.3%
QCOM 351 1253.6%
SFM 326 486.6%
EXPE 302 NEW
CAH 297 NEW
COR 272 2266.7%
Top Reduces (Value $000, Stocks/ETFs)
GOF -3,407 -11.5%
ARCC -1,489 -10.8%
IBIT -1,202 -17.7%
BTCI -1,132 -20.3%
MSFT -915 -20.0%
XLG -772 -6.5%
SPY -617 -6.0%
GOOGL -567 -100.0%
SPMO -515 -11.2%
META -508 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type