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KATHERINE KIRKNER

Estate Planners Group, Llc

Assets Managed
$208.11M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-9.76%(2Q avg: -4.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Estate Planners Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Estate Planners 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 208.11M in assets, with a quarterly growth rate of -9.76% and a 2-quarter average growth rate of -4.88%. The portfolio is managed by KATHERINE KIRKNER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOF
Guggenheim Strategic Opport
Recent Activity
Increased 3.4%
12.56%
$26.124M
2.371M shares@ $11.03 avg price
PDI
Pimco Dynamic Income Fund
Recent Activity
Increased 1.23%
10.77%
$22.395M
1.309M shares@ $17.11 avg price
CLOZ
Panagram Bbb-b Clo Etf
Recent Activity
Increased 1.51%
9.32%
$19.396M
756,166 shares@ $25.66 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.05%
7.5%
$15.605M
27,037 shares@ $577.19 avg price
ARCC
Ares Capital Corp
Recent Activity
Increased 0.1%
5.89%
$12.244M
679,446 shares@ $18.03 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 1.64%
5.36%
$11.151M
204,418 shares@ $54.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.38%
4.69%
$9.741M
14,978 shares@ $650.34 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 3.29%
3.37%
$7.001M
140,902 shares@ $49.69 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Increased 2.78%
3%
$6.236M
58,122 shares@ $107.3 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 6.4%
2.7%
$5.599M
145,728 shares@ $38.43 avg price

1-10 of 73