Strategic Planning Group, LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$2.9B
Holdings
921
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (1.26M shares)
4.1%
02
$GSLC
GOLDMAN SACHS ETF TR
Q1 2026: New position (3.5k shares)
2.4%
03
$GSIE
GOLDMAN SACHS ETF TR
Q1 2026: New position (11.2k shares)
1.9%
04
$DDWM
WISDOMTREE TR
Held since at least Q1 2024
1.9%
05
$ISPY
PROSHARES TR
Held since at least Q1 2024
1.6%
06
$VTV
VANGUARD INDEX FDS
Q1 2026: Increased +1080.8% (2.1k → 24.9k shares)
1.5%
07
$IGEB
ISHARES TR
Held since at least Q1 2024
1.4%
08
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: New position (355 shares)
1.2%
09
$GOOGL
ALPHABET INC
Q1 2026: Increased +513001.0% (1.3k → 6.43M shares)
1.1%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +11231.3% (191.4k → 21.69M shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.