Estate Planners Group, LLC
All 13F Filings
- Location
- Yardley, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 221,132
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 70 | 221,132 | 13F-HR | Estate Planners Group, LLC |
| 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 | 121 K | 54.7% | 0 | 8.962 K | -8.962 K |
| ETFs | 100.1 K | 45.3% | 21.99 K | 0 | 21.99 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
221,132
Holdings
70
QoQ value change ($000)
13,022
(6.3%)
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.