STRATEGIC PLANNING GROUP, LLC
All 13F Filings
- Location
- Bountiful, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 776,864
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 73 | 776,864 | 13F-HR | STRATEGIC PLANNING GROUP, LLC |
| Q3 2025 | 10/23/2025 | 73 | 739,782 | 13F-HR | STRATEGIC PLANNING GROUP, LLC |
| Q2 2025 | 7/14/2025 | 77 | 615,741 | 13F-HR | STRATEGIC PLANNING GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 774.8 K | 99.7% | 41.46 K | 0 | 41.46 K |
| ETFs | 2.078 K | 0.3% | 0 | 4.374 K | -4.374 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
776,864
Holdings
73
QoQ value change ($000)
37,082
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.