Estate Planners Group, LLC
Estate Planners Group, LLC reported 70 positions worth $221.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GOF (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOF | SH | $26.9M | 12.17% | 2,464,791 | — | — | |
| ▸ 2 | PDI | SH | $22.8M | 10.30% | 1,363,819 | — | — | |
| ▸ 3 | QQQ | SH | $20.5M | 9.28% | 27,852 | — | — | |
| ▸ 4 | CLOZ | SH | $20.4M | 9.23% | 772,217 | — | — | |
| ▸ 5 | SPY | SH | $14.7M | 6.64% | 19,651 | — | — | |
| ▸ 6 | ARCC | SH | $13.4M | 6.08% | 725,110 | — | — | |
| ▸ 7 | XLG | SH | $12.8M | 5.78% | 208,582 | — | — | |
| ▸ 8 | QQQI | SH | $7.8M | 3.53% | 137,290 | — | — | |
| ▸ 9 | IBIT | SH | $6.0M | 2.73% | 181,022 | — | — | |
| ▸ 10 | AMZN | SH | $5.8M | 2.62% | 24,303 | — | — |
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Frequently Asked Questions
What stocks does Estate Planners Group, LLC hold as of Q2 2026?
Estate Planners Group, LLC reported 70 positions worth $221.1M in its Q2 2026 13F filing. Largest positions: GOF (12.2%), PDI (10.3%), QQQ (9.3%), CLOZ (9.2%) and SPY (6.6%).
What did Estate Planners Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Estate Planners Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.