Estate Planners Group, LLC
Estate Planners Group, LLC reported 73 holdings worth US$221M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Estate Planners Group, LLC reported 73 holdings worth US$221M as of Jun 30, 2026. Largest: Ares Capital Corporation, Amazon.com, Inc. and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$221M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ares Capital Corporation | 725K | US$13.4M | 6.1% |
| Amazon.com, Inc. | 24,303 | US$5.79M | 2.6% |
| Apple Inc | 17,655 | US$5.11M | 2.3% |
| Nvidia Corporation | 24,523 | US$4.91M | 2.2% |
| Johnson & Johnson | 13,124 | US$3.33M | 1.5% |
| Microsoft Corp. | 6,640 | US$2.48M | 1.1% |
| Meta Platforms, Inc. | 2,212 | US$1.25M | 0.56% |
| Alphabet Inc (google) Class C | 3,332 | US$1.19M | 0.54% |
| Oracle Corporation | 4,764 | US$698K | 0.32% |
| Broadcom Inc. | 1,677 | US$634K | 0.29% |
| Caterpillar, Inc. | 565 | US$602K | 0.27% |
| Bristol-myers Squibb Company | 9,446 | US$544K | 0.25% |
| Advanced Micro Devices Inc | 688 | US$400K | 0.18% |
| Exxon Mobil Corporation | 2,601 | US$356K | 0.16% |
| Uber Technologies, Inc. | 4,106 | US$296K | 0.13% |
| Procter & Gamble Company (the) | 1,929 | US$283K | 0.13% |
| Pfizer, Inc. | 11,661 | US$281K | 0.13% |
| Netflix, Inc. | 3,871 | US$276K | 0.12% |
| Altria Group, Inc. | 3,479 | US$250K | 0.11% |
| Tesla, Inc. | 533 | US$224K | 0.10% |
| Healthequity, Inc. | 2,347 | US$212K | 0.10% |
| Merck & Company, Inc. | 1,612 | US$207K | 0.09% |
| Lantheus Holdings, Inc. | 1,825 | US$202K | 0.09% |
| Exelixis, Inc. | 3,570 | US$194K | 0.09% |
| Cardinal Health, Inc. | 798 | US$190K | 0.09% |
| Fox Corporation | 0 | US$0 | 0.00% |
| Medpace Holdings, Inc. | 0 | US$0 | 0.00% |
| Mp Materials Corp. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Sprouts Farmers Market, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Circle Internet Group, Inc. | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Dollar Tree, Inc. | 0 | US$0 | 0.00% |
| Expedia Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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