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William Jeffrey Draper

Strategic Planning Group, Llc

Assets Managed
$715.349M
Holdings
72
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
-7.91%(2Q avg: -1.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Planning Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Strategic Planning Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 715.349M in assets, with a quarterly growth rate of -7.91% and a 2-quarter average growth rate of -1.45%. The portfolio is managed by William Jeffrey Draper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCIO
Ft Struct Credit Inc Opp Etf
Recent Activity
Increased 202.81%
6.9%
$49.302M
2.389M shares@ $20.65 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 400.51%
6.73%
$48.122M
1.435M shares@ $33.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -17.22%
5.11%
$36.497M
143,806 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -15.35%
3.98%
$28.421M
136,464 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -34.19%
3.74%
$26.694M
93,056 shares@ $286.87 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -23.17%
3.59%
$25.645M
147,045 shares@ $174.41 avg price
WMT
Walmart Inc
Recent Activity
Decreased -18.39%
3.35%
$23.935M
192,587 shares@ $124.29 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.4%
3.33%
$23.791M
64,270 shares@ $370.18 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -7%
3.32%
$23.731M
23,816 shares@ $996.45 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 176.74%
3.2%
$22.831M
73,764 shares@ $309.52 avg price

1-10 of 72