Sign In
test

William Jeffrey Draper

Strategic Planning Group, Llc

Assets Managed
$917.971M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
28.33%(2Q avg: 10.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Planning Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 917.971M in assets, with a quarterly growth rate of 28.33% and a 2-quarter average growth rate of 10.21%. 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 20.15%
6.47%
$59.319M
2.87M shares@ $20.68 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 21.73%
6.37%
$58.439M
1.747M shares@ $33.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.16%
4.44%
$40.712M
140,696 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 25.43%
4.03%
$36.904M
184,436 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 42.95%
3.74%
$34.269M
91,869 shares@ $373.03 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.98%
3.69%
$33.859M
95,828 shares@ $353.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.31%
3.63%
$33.274M
139,607 shares@ $238.35 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 12.77%
3.43%
$31.422M
83,182 shares@ $377.76 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 6.95%
3.35%
$30.729M
25,619 shares@ $1199.48 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Increased 1.88%
3.16%
$28.919M
14,590 shares@ $1982.09 avg price

1-10 of 75