Strategic Planning Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 79 distinct companies, with the total number of shares held listed as zero for all entries. The report was signed by William Jeffrey Draper, the Chief Compliance Officer of the firm, and was submitted on October 22, 2026.
The portfolio includes a mix of large-cap technology companies, industrial firms, and exchange-traded funds. Major holdings include Microsoft Corporation, with 11,894,719 shares; NVIDIA Corporation, with 282,313 shares; and Apple Inc., with 130,525 shares. Other notable positions in the filing include Taiwan Semiconductor Manufacturing Co., with 37,025 shares; Palantir Technologies Inc., with 55,390 shares; and Tesla Inc., with 36,227 shares.
The filing also lists significant positions in exchange-traded funds, including the iShares 0-3 Month Treasury ETF, the SPDR Series Trust Short Term Bond ETF, and the Vanguard Malvern Funds Strategic Infrastructure Index ETF. Additionally, the report lists holdings in companies such as Costco Wholesale Corporation, Walmart Inc., and JPMorgan Chase & Co.
