STRATEGIC PLANNING GROUP, LLC
All 13F Filings
- Location
- Bountiful, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 917,971
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 75 | 917,971 | 13F-HR | STRATEGIC PLANNING GROUP, LLC |
| Q1 2026 | 4/22/2026 | 72 | 715,349 | 13F-HR | STRATEGIC PLANNING GROUP, LLC |
| 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 | 853.2 K | 92.9% | 191.1 K | 0 | 191.1 K |
| ETFs | 64.8 K | 7.1% | 11.55 K | 0 | 11.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
917,971
Holdings
75
QoQ value change ($000)
202,622
(28.3%)
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.