13F Filings History of STRATEGIC PLANNING GROUP, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$776,864,128
Signature - Title
William Jeffrey Draper - CCO
Location
Bountiful, UT
Summary
This page shows a list of all the recent 13F filings made by STRATEGIC PLANNING GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STRATEGIC PLANNING GROUP, LLC reported 73 stock holdings with total value $776,864,128 as of Q4 2025. Top holdings included AAPL, GOOG, AMZN, NVDA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $776,864,128 +$63,395,845 -$24,351,153 +$39,044,692 AAPL, GOOG, AMZN, NVDA, MSFT 13F-HR 04 Feb 2026, 10:28
Q3 2025 73 $739,781,619 +$187,806,608 -$126,940,312 +$60,866,296 AAPL, GOOG, NVDA, AMZN, MSFT 13F-HR 23 Oct 2025, 13:41
Q2 2025 77 $615,741,290 +$73,284,698 -$44,981,962 +$28,302,736 NVDA, AMZN, AAPL, MSFT, HYDB 13F-HR 14 Jul 2025, 11:10
Q1 2025 79 $510,959,433 +$62,258,913 -$63,578,625 -$1,319,712 AAPL, AMZN, HYDB, NVDA, VFLO 13F-HR 10 Apr 2025, 12:52
Q4 2024 80 $544,205,022 +$84,739,496 -$58,503,632 +$26,235,864 AAPL, NVDA, AMZN, TSLA, YLD 13F-HR 23 Jan 2025, 12:18
Q3 2024 78 $507,196,344 +$47,736,171 -$24,851,023 +$22,885,148 AAPL, NVDA, AMZN, YLD, TSLA 13F-HR 16 Oct 2024, 11:46
Q2 2024 75 $457,506,426 +$106,359,745 -$50,842,406 +$55,517,339 AAPL, NVDA, AMZN, MSFT, GOOG 13F-HR 02 Aug 2024, 10:40
Q1 2024 116 $381,179,017 +$77,507,416 -$5,524,389 +$71,983,027 NVDA, AMZN, MSFT, QQQM, JGRO 13F-HR 12 Apr 2024, 15:48
Q4 2023 113 $283,870,688 $0 $0 $0 AMZN, JGRO, MSFT, QQQM, GOOG 13F-HR 11 Apr 2024, 18:29