STRATEGIC PLANNING GROUP, LLC

**STRATEGIC PLANNING GROUP, LLC** manages $777M across a portfolio of 73 positions, demonstrating a concentrated, large-cap technology and consumer exposure. Top holdings are heavily weighted toward mega-cap tech names, including AAPL ($47.2M), GOOG ($44.4M), and AMZN ($37.2M). The fund maintains significant allocations to semiconductor and enterprise software leaders, notably NVDA ($35.7M) and MSFT ($32.2M). This structure suggests a conviction-driven approach targeting established growth leaders within the technology and retail sectors.

📌 Top Holdings