Strategic Planning Group, LLC Top Holdings and 13F Report (2026) About Strategic Planning Group, LLCInvestment ActivityStrategic Planning Group, LLC has $715.35 million in total holdings as of March 31, 2026.Strategic Planning Group, LLC owns shares of 72 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 40.10% of the portfolio was purchased this quarter.About 45.60% of the portfolio was sold this quarter.This quarter, Strategic Planning Group, LLC has purchased 73 new stocks and bought additional shares in 18 stocks.Strategic Planning Group, LLC sold shares of 34 stocks and completely divested from 20 stocks this quarter.Largest Holdings FIRST TR EXCHANGE-TRADED FD $49,301,643SPDR Portfolio Intermediate Term Corporate Bond ETF $48,122,208Apple $36,496,653Amazon.com $28,421,464Alphabet $26,694,225 Largest New Holdings this Quarter 743315103 - Progressive $16,806,568 Holding12503M108 - Cboe Global Markets $16,194,805 Holding040413205 - ARISTA NETWORKS INC $15,452,268 Holding172908105 - Cintas $12,581,353 HoldingG54950103 - LINDE PLC $11,934,761 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF 1,148,106 shares (about $38.51M)FIRST TR EXCHANGE-TRADED FD 1,599,800 shares (about $33.02M)Progressive 84,778 shares (about $16.81M)Cboe Global Markets 57,618 shares (about $16.19M)ARISTA NETWORKS INC 125,853 shares (about $15.45M) Largest Sales this Quarter iShares High Yield Systematic Bond ETF 552,357 shares (about $25.70M)MORGAN STANLEY ETF TRUST 412,997 shares (about $20.96M)Alphabet 48,354 shares (about $13.87M)Tesla 35,412 shares (about $13.16M)The Goldman Sachs Group 14,628 shares (about $12.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Planning Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIRST TR EXCHANGE-TRADED FD$49,301,643$33,019,879 ▲202.8%2,388,6456.9%STRUCTURED CR INSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$48,122,208$38,507,493 ▲400.5%1,434,7706.7%ETFAAPLApple$36,496,653$7,592,155 ▼-17.2%143,8065.1%Computer and TechnologyAMZNAmazon.com$28,421,464$5,153,869 ▼-15.4%136,4644.0%Retail/WholesaleGOOGAlphabet$26,694,225$13,870,922 ▼-34.2%93,0563.7%Computer and TechnologyNVDANVIDIA$25,644,664$7,734,470 ▼-23.2%147,0453.6%Computer and TechnologyWALMART INC$23,934,833$5,394,028 ▼-18.4%192,5873.3%COMMSFTMicrosoft$23,791,134$838,446 ▼-3.4%64,2703.3%Computer and TechnologyCOSTCostco Wholesale$23,731,421$1,787,629 ▼-7.0%23,8163.3%Retail/WholesaleAVGOBroadcom$22,830,739$14,580,734 ▲176.7%73,7643.2%Computer and TechnologyLLYEli Lilly and Company$22,034,741$14,554,923 ▲194.6%23,9563.1%MedicalMETAMeta Platforms$21,887,026$4,496,409 ▲25.9%38,2553.1%Computer and TechnologyFIXComfort Systems USA$19,748,715$5,936,612 ▼-23.1%14,3212.8%ConstructionMAMastercard$17,045,636$12,235,343 ▲254.4%34,1142.4%Business ServicesPGRProgressive$16,806,568$16,806,568 ▲New Holding84,7782.3%FinanceCBOECboe Global Markets$16,194,805$16,194,805 ▲New Holding57,6182.3%Financial ServicesARISTA NETWORKS INC$15,452,268$15,452,268 ▲New Holding125,8532.2%COM SHSNFLXNetflix$13,316,529$1,264,569 ▼-8.7%138,4971.9%Consumer DiscretionaryGEGE Aerospace$13,158,212$5,438,769 ▲70.5%46,3691.8%AerospaceCTASCintas$12,581,353$12,581,353 ▲New Holding74,3841.8%Business ServicesJPMJPMorgan Chase & Co.$12,134,535$16,473 ▲0.1%41,2511.7%FinanceLINDE PLC$11,934,761$11,934,761 ▲New Holding24,0731.7%SHSTSLATesla$11,859,831$13,164,702 ▼-52.6%31,9021.7%Auto/Tires/TrucksMSMorgan Stanley$11,625,164$827,630 ▼-6.6%70,6391.6%FinanceTJXTJX Companies$11,567,518$11,567,518 ▲New Holding72,4321.6%Retail/WholesaleNEMNewmont$11,242,352$1,060,422 ▲10.4%103,8551.6%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$11,193,496$11,193,496 ▲New Holding33,1211.6%Computer and TechnologyRTXRTX$10,645,341$2,723,402 ▼-20.4%55,1851.5%AerospaceHEIHeico$10,390,271$10,390,271 ▲New Holding37,8931.5%AerospaceLAM RESEARCH CORP$10,239,790$10,239,790 ▲New Holding47,9251.4%COM NEWISRGIntuitive Surgical$8,472,544$2,366,725 ▲38.8%18,3791.2%MedicalVRTXVertex Pharmaceuticals$7,765,067$7,765,067 ▲New Holding17,3891.1%MedicalASMLASML$7,566,404$4,240,251 ▼-35.9%5,7281.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$7,306,687$282,906 ▲4.0%49,9501.0%CL ATTTrane Technologies$7,131,627$125,862 ▲1.8%17,1121.0%ConstructionNOCNorthrop Grumman$7,111,463$1,766,437 ▼-19.9%10,4231.0%AerospaceINTUIntuit$6,935,853$2,170,994 ▲45.6%16,0411.0%Computer and TechnologyVEEVVeeva Systems$6,766,746$1,830,241 ▲37.1%38,5210.9%MedicalAMDAdvanced Micro Devices$6,602,436$2,517,287 ▼-27.6%32,4550.9%Computer and TechnologyBWXTBWX Technologies$6,539,534$1,274,002 ▼-16.3%31,9790.9%AerospaceDUKDuke Energy$5,998,097$2,078,193 ▼-25.7%45,8070.8%UtilitiesAEPAmerican Electric Power$5,716,133$5,716,133 ▲New Holding43,6070.8%UtilitiesETNEaton$5,685,067$5,685,067 ▲New Holding15,8940.8%IndustrialsSTRLSterling Infrastructure$5,642,037$5,642,037 ▲New Holding13,8530.8%ConstructionWMWaste Management$5,613,418$5,613,418 ▲New Holding24,4280.8%Business ServicesSHWSherwin-Williams$5,539,809$5,539,809 ▲New Holding17,2820.8%Basic MaterialsPANWPalo Alto Networks$3,686,515$7,547,143 ▼-67.2%22,9940.5%Computer and TechnologyORCLOracle$3,371,308$2,932,755 ▼-46.5%22,9160.5%Computer and TechnologyMPMP Materials$2,813,912$2,813,912 ▲New Holding58,3070.4%Basic MaterialsSCHGSchwab U.S. Large-Cap Growth ETF$825,369$9,380 ▼-1.1%28,3330.1%ETFHYDBiShares High Yield Systematic Bond ETF$679,778$25,696,697 ▼-97.4%14,6120.1%ETFBRK.BBerkshire Hathaway$606,876$29,241 ▼-4.6%1,2660.1%FinanceMORGAN STANLEY ETF TRUST$497,781$20,960,650 ▼-97.7%9,8080.1%EATON VANCE TOTASPYSPDR S&P 500 ETF Trust$489,704$15,629 ▼-3.1%7520.1%FinanceGSThe Goldman Sachs Group$459,465$12,377,632 ▼-96.4%5430.1%FinanceVUGVanguard Growth ETF$433,3380.0%9920.1%ETFVTVVanguard Value ETF$409,983$4,318 ▼-1.0%2,0890.1%ETFIWDiShares Russell 1000 Value ETF$392,512$392,512 ▲New Holding1,8370.1%ETFWFCWells Fargo & Company$387,303$4,936,621 ▼-92.7%4,8650.1%FinanceGOOGLAlphabet$376,458$15,818 ▲4.4%1,3090.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$364,572$364,572 ▲New Holding8550.1%ETFBACBank of America$362,413$5,216,232 ▼-93.5%7,4340.1%FinanceQQQInvesco QQQ$361,130$307,972 ▼-46.0%6250.1%FinanceEOGEOG Resources$347,648$9,190,980 ▼-96.4%2,4040.0%EnergyTAT&T$339,498$3,189 ▲0.9%11,7100.0%Computer and TechnologyMUMicron Technology$306,596$1,690 ▼-0.5%9070.0%Computer and TechnologyJCIJohnson Controls International$263,847$9,237,920 ▼-97.2%2,0140.0%ConstructionSCHXSchwab US Large-Cap ETF$245,011$692 ▲0.3%9,5550.0%ETFCVXChevron$243,145$243,145 ▲New Holding1,1750.0%EnergyVFLOVictoryShares Free Cash Flow ETF$234,897$48,725 ▼-17.2%5,9490.0%ETFJGROJPMorgan Active Growth ETF$218,041$7,102 ▲3.4%2,5790.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$210,852$45,680 ▼-17.8%3,0880.0%ManufacturingIBMInternational Business Machines$0$13,117,170 ▼-100.0%00.0%Computer and TechnologyCSCOCisco Systems$0$12,938,652 ▼-100.0%00.0%Computer and TechnologyUSBU.S. Bancorp$0$12,474,975 ▼-100.0%00.0%FinanceHCAHCA Healthcare$0$10,265,565 ▼-100.0%00.0%MedicalSHOPIFY INC$0$8,995,539 ▼-100.0%00.0%CL A SUB VTG SHSNETCloudflare$0$8,114,418 ▼-100.0%00.0%Computer and TechnologyCRWDCrowdStrike$0$8,104,113 ▼-100.0%00.0%Computer and TechnologyTRVTravelers Companies$0$7,932,432 ▼-100.0%00.0%FinanceCRMSalesforce$0$7,809,353 ▼-100.0%00.0%Computer and TechnologyPSXPhillips 66$0$7,554,115 ▼-100.0%00.0%EnergyTTWOTake-Two Interactive Software$0$7,521,064 ▼-100.0%00.0%Consumer DiscretionaryALCCAltC Acquisition$0$7,095,511 ▼-100.0%00.0%EnergyAXPAmerican Express$0$6,416,186 ▼-100.0%00.0%FinanceCOINCoinbase Global$0$5,556,116 ▼-100.0%00.0%FinanceIONQIonQ$0$5,352,589 ▼-100.0%00.0%Computer and TechnologyLOWLowe's Companies$0$5,271,431 ▼-100.0%00.0%Retail/WholesaleBSXBoston Scientific$0$5,090,622 ▼-100.0%00.0%MedicalHDHome Depot$0$4,940,427 ▼-100.0%00.0%Retail/WholesaleSPOTSpotify Technology$0$4,732,433 ▼-100.0%00.0%Computer and TechnologyRUBRIK INC.$0$200,989 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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