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CIK: 0002118977
Total reported value
$221.1M
$221.1M
477 檔
46.1%
In Q4 2025, Estate Planners Group, LLC's U.S. equity holdings reached a combined market value of $221.1M, distributed across 477 disclosed stock positions.
During Q4 2025, Estate Planners Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOF | Guggenheim Strategic Opport | Stock-Other | 12.80% | -0.38% | — | |
| 2 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 9.93% | -0.46% | — | |
| 3 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 8.55% | -0.09% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.92% | +1.78% | — | |
| 5 | ARCC | Ares Capital CORP | Stock-Financials | 5.95% | +0.20% | — | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.17% | +0.42% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.49% | +1.96% | — | |
| 8 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 3.19% | +0.17% | — | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.95% | +0.04% | — | |
| 10 | QTUM | Defiance Quantum ETF | ETF-Other | 2.69% | -0.42% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.02% | — | |
| 12 | BTCI | Neos Bitcoin High Income ETF | ETF-Crypto | 2.42% | -0.17% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.27% | — | |
| 14 | MAGS | Roundhill Magnificent Seven | ETF-Other | 2.29% | -0.14% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -1.72% | — | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.99% | -0.02% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.64% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.33% | — | |
| 19 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.69% | +0.21% | — | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.48% | +0.13% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.01% | — | |
| 22 | PDO | Pimco Dynamic Income Opport | Stock-Other | 0.96% | -0.04% | — | |
| 23 | MYI | Blackrock Muniyield Qlty Iii | Stock-Other | 0.47% | — | — | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.02% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | -0.15% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.09% | — | |
| 27 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.37% | -0.02% | — | |
| 28 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.35% | — | — | |
| 29 | RFM | Rivernorth Flexible Muni | Stock-Other | 0.34% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.13% | — | |
| 31 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.31% | -0.08% | — | |
| 32 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.31% | +0.04% | — | |
| 33 | ARKK | Ark Innovation ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.26% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | — | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.28% | +0.02% | — | |
| 37 | XRMMX | Rvrnrth Mgd Dur Muni Inc | Stock-Other | 0.26% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.29% | NEW | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.12% | — | |
| 40 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.22% | +0.08% | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.21% | -0.19% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.19% | — | |
| 43 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.20% | +0.04% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.15% | EXIT | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 46 | CBTJ | Calamos Bitcoin 80 P ETF Jan | ETF-Crypto | 0.15% | -0.10% | EXIT | |
| 47 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.14% | -0.01% | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.14% | +0.07% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.08% | — | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.14% | — | — |
According to official SEC Form 13F filings, Estate Planners Group, LLC reported a total U.S. public equity portfolio value of $221.1M across 477 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOF, PDI, CLOZ) accounted for 46.1% of total reported equity market value during Q4 2025.
During Q4 2025, Estate Planners Group, LLC's top holdings by market value included GOF (12.8%)、PDI (9.9%)、CLOZ (8.6%). The largest single position, GOF, represented 12.8% of total portfolio value.
In Q4 2025, Estate Planners Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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