Estate Planners Group

Estate Planners Group as of March 31, 2026

Portfolio Holdings for Estate Planners Group

Estate Planners Group holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guggenheim Strategic Opportu Com Sbi (GOF) 12.6 $26M 2.4M 11.02
Pimco Dynamic Income SHS (PDI) 10.8 $22M 1.3M 17.11
Series Portfolios Tr Eldridge Bbb B (CLOZ) 9.3 $19M 756k 25.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $16M 27k 577.19
Ares Capital Corporation (ARCC) 5.9 $12M 679k 18.02
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 5.4 $11M 204k 54.55
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.7 $9.7M 15k 650.33
Neos Etf Trust Nasdaq 100 High (QQQI) 3.4 $7.0M 141k 49.69
Etf Ser Solutions Defiance Quantum (QTUM) 3.0 $6.2M 58k 107.30
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.7 $5.6M 146k 38.42
Amazon (AMZN) 2.6 $5.4M 26k 208.27
NVIDIA Corporation (NVDA) 2.5 $5.2M 30k 174.40
Listed Fds Tr Roundhill Magnif (MAGS) 2.3 $4.8M 84k 57.94
Meta Platforms Cl A (META) 2.3 $4.7M 8.3k 572.11
Neos Etf Trust Bitcoin High Inc (BTCI) 2.1 $4.4M 136k 32.78
Apple (AAPL) 2.0 $4.1M 16k 253.79
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.0 $4.1M 36k 112.11
Vaneck Etf Trust Semiconductr Etf (SMH) 1.8 $3.8M 9.9k 383.38
Global X Fds Artificial Etf (AIQ) 1.8 $3.7M 79k 46.67
Microsoft Corporation (MSFT) 1.8 $3.7M 9.9k 370.15
Johnson & Johnson (JNJ) 1.5 $3.2M 13k 244.45
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.9 $2.0M 151k 12.93
Blackrock Muniyield Insured Fund (MYI) 0.5 $1.0M 99k 10.51
Spdr Gold Tr Gold Shs (GLD) 0.5 $959k 2.2k 430.29
Alphabet Cap Stk Cl A (GOOGL) 0.4 $921k 3.2k 287.21
Broadcom (AVGO) 0.4 $913k 2.9k 309.55
Blackrock Muniassets Fund (MUA) 0.4 $847k 80k 10.61
Netflix (NFLX) 0.4 $796k 8.3k 96.15
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $770k 5.8k 132.91
Rivernorth Flexibl Mun Incm (RFM) 0.4 $766k 55k 14.03
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $726k 22k 33.22
Oracle Corporation (ORCL) 0.3 $699k 4.8k 147.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $681k 4.6k 147.29
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.3 $676k 53k 12.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $608k 1.9k 320.78
Ark Etf Tr Innovation Etf (ARKK) 0.3 $603k 8.9k 67.59
Ishares Ethereum Tr SHS (ETHA) 0.3 $591k 37k 15.83
Rivernorth Managed (RMM) 0.3 $574k 42k 13.63
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $560k 9.5k 59.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $532k 3.8k 138.31
Uber Technologies (UBER) 0.2 $511k 7.1k 71.93
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.2 $504k 18k 28.37
Tidal Trust I Fundstrat Granny (GRNY) 0.2 $497k 21k 23.87
Series Portfolios Tr Eldridge Aaa Clo (CLOX) 0.2 $491k 19k 25.57
Exxon Mobil Corporation (XOM) 0.2 $440k 2.6k 169.65
Caterpillar (CAT) 0.2 $401k 565.00 708.77
Sprouts Fmrs Mkt (SFM) 0.2 $393k 5.1k 77.13
Qualcomm (QCOM) 0.2 $379k 2.9k 128.80
Bristol Myers Squibb (BMY) 0.2 $375k 6.2k 60.65
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $335k 3.6k 92.70
Ea Series Trust Strive Enhanced (BUXX) 0.2 $331k 16k 20.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $328k 549.00 597.77
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $326k 8.3k 39.28
Pfizer (PFE) 0.2 $323k 12k 28.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $318k 664.00 479.20
Expedia Group Com New (EXPE) 0.1 $302k 1.3k 230.82
Cardinal Health (CAH) 0.1 $297k 1.4k 211.31
Circle Internet Group Com Cl A (CRCL) 0.1 $285k 3.0k 95.41
AmerisourceBergen (COR) 0.1 $285k 906.00 314.00
Dollar Tree (DLTR) 0.1 $268k 2.4k 109.51
Advanced Micro Devices (AMD) 0.1 $263k 1.3k 203.42
PIMCO Corporate Income Fund (PCN) 0.1 $254k 21k 11.90
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $242k 17k 14.50
Ishares Silver Tr Ishares (SLV) 0.1 $237k 3.5k 68.14
Medpace Hldgs (MEDP) 0.1 $229k 477.00 480.19
Palantir Technologies Cl A (PLTR) 0.1 $228k 1.6k 146.28
Fox Corp Cl B Com (FOX) 0.1 $224k 4.2k 53.11
Mp Materials Corp Com Cl A (MP) 0.1 $215k 4.4k 48.26
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.1 $213k 11k 18.86
Coinbase Global Com Cl A (COIN) 0.1 $201k 1.2k 174.61
Volatility Shs Tr Solana Etf (SOLZ) 0.1 $201k 24k 8.36
Tesla Motors (TSLA) 0.1 $201k 539.00 371.95
Grayscale Ethereum Staking E SHS (ETHE) 0.1 $176k 10k 17.07