Estate Planners Group, LLC
All 13F Filings
- Location
- Yardley, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 208,110
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 73 | 208,110 | 13F-HR | Estate Planners Group, LLC |
| Q4 2025 | 4/7/2026 | 477 | 230,624 | 13F-HR | Estate Planners Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130 K | 62.5% | 0 | 14.55 K | -14.55 K |
| ETFs | 78.12 K | 37.5% | 0 | 7.952 K | -7.952 K |
| Debt | 0 | 0.0% | 0 | 1 | -1 |
| Other | 0 | 0.0% | 0 | 10 | -10 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
208,110
Holdings
73
QoQ value change ($000)
-22,514
(-9.8%)
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.