Strategic Planning Group, LLC - Q12026 Holdings

Strategic Planning Group, LLC holds 72 stocks with a total portfolio value of $ 715.35M as of Q12026. In Q12026, Strategic Planning Group, LLC added 19 new positions, increased stakes in 18 stocks, reduced 34 holdings, and fully exited 20 positions. The largest holding is First Tr Exchange-Traded Fd (SCIO), representing 6.89% of the total portfolio.