Long-term investor
Strategic Planning Group, LLC @strategicplanninggroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001875525).
Record
- Tracked since 2025-06-30 (449 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +9.5% · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 55% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738D770 · 6.5% · long · since 2025-09-30
- 78464A375 · 6.4% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- 02079K107 · 3.7% · long · since 2025-06-30
- AMZN · 3.6% · long · since 2025-06-30
- AVGO · 3.4% · long · since 2025-06-30
- LLY · 3.3% · long · since 2025-06-30
- FIX · 3.2% · long · since 2025-06-30
- 512807306 · 2.9% · long · since 2026-03-31
- 040413205 · 2.6% · long · since 2026-03-31