Estate Planners Group, LLC
SEC Form 13F institutional filer · CIK 0002118977
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
87.2%
Estate Planners Group, LLC — $77.7M AUM allocation strategy
Estate Planners Group, LLC files SEC Form 13F and reports $77.7M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.7%, followed by Information Technology 19.3% and Communication Services 8.3%.
The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. 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.
Estate Planners Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$77.7M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
87% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$QCOM +2.78K sh · +$351K+$GOOG +1.73K sh · +$459K+$NFLX +1.09K sh · +$122K
Biggest trims (shares)
−$IVZ −344 sh · −$1.37M−$SPY −211 sh · −$617K−$AAPL −181 sh · −$343K
Exited to nil (held last quarter, gone now)
$GOOGL ($567K last qtr)$IWM ($432K last qtr)$CMCSA ($319K last qtr)$JBHT ($278K last qtr)$EBAY ($266K 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)
- Asset Management & Custody Banks20.7%—
- Semiconductors8.3%—
- Interactive Media & Services7.2%—
- Broadline Retail7.0%—
- Technology Hardware, Storage & Peripherals5.3%—
- Systems Software4.7%—
- Pharmaceuticals4.1%—
- Movies & Entertainment1.0%—
- Other holdings41.6%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 241K | $15.2M | -344 | 19.6% |
| $AMZN | Amazon.com Inc | 26K | $5.41M | +1.03K | 7.0% |
| $NVDA | NVIDIA Corporation | 29.7K | $5.18M | +1.05K | 6.7% |
| $META | Meta Platforms Inc | 8.28K | $4.74M | +334 | 6.1% |
| $AAPL | Apple Inc | 16.2K | $4.12M | -181 | 5.3% |
| $MSFT | Microsoft Corporation | 9.88K | $3.66M | +426 | 4.7% |
| $JNJ | Johnson & Johnson | 13K | $3.17M | +2 | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 3.21K | $921K | +1.73K | 1.2% |
…and 25 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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