STRATEGIC PLANNING GROUP, LLC
SEC Form 13F institutional filer · CIK 0001875525
13F-HR · 54 reported holdings · 2026-03-31
Reported long-US-equity value
$0.56B
Top-10 concentration
46.0%
STRATEGIC PLANNING GROUP, LLC — $555M AUM allocation strategy
STRATEGIC PLANNING GROUP, LLC files SEC Form 13F and reports $555M of long US equity value across 54 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.4%, followed by Communication Services 11.2% and Financials 10.4%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
STRATEGIC PLANNING GROUP, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$555M
total across 54 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AVGO +47.1K sh · +$13.6M+$MA +24.5K sh · +$11.5M+$GE +19.2K sh · +$4.78M
Biggest trims (shares)
−$MS −418K sh · −$23.1M−$BAC −107K sh · −$5.93M−$JCI −70.5K sh · −$8.42M
Exited to nil (held last quarter, gone now)
$IBM ($13.1M last qtr)$CSCO ($12.9M last qtr)$USB ($12.5M last qtr)$HCA ($10.3M last qtr)$CRWD ($8.1M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.8%—
- Semiconductors8.7%—
- Consumer Staples Merchandise Retail8.6%—
- Technology Hardware, Storage & Peripherals6.6%—
- Broadline Retail5.1%—
- Systems Software4.3%—
- Pharmaceuticals4.0%—
- Construction & Engineering3.5%—
- Other holdings50.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 144K | $36.5M | -29.9K | 6.6% |
| $AMZN | Amazon.com Inc | 136K | $28.4M | -24.7K | 5.1% |
| $GOOGL | Alphabet Inc | 93.1K | $26.7M | -48.4K | 4.8% |
| $NVDA | NVIDIA Corporation | 147K | $25.6M | -44.3K | 4.6% |
| $WMT | Walmart Inc | 193K | $23.9M | -43.4K | 4.3% |
| $MSFT | Microsoft Corporation | 64.3K | $23.8M | -2.27K | 4.3% |
| $COST | Costco Wholesale Corporation | 23.8K | $23.7M | -1.79K | 4.3% |
| $AVGO | Broadcom Inc | 73.8K | $22.8M | +47.1K | 4.1% |
| $LLY | Eli Lilly and Company | 24K | $22M | +15.8K | 4.0% |
| $META | Meta Platforms Inc | 38.3K | $21.9M | +7.86K | 3.9% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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