Holdings
Estate Planners Group, LLC
As of Jun 30, 2026, Estate Planners Group, LLC reported 25 positions worth US$43.3M. Largest: Ares Capital Corporation, Amazon.com, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ares Capital Corporation | 725K | US$13.4M | +45,664 | Jun 30, 2026 |
| Amazon.com, Inc. | 24,303 | US$5.79M | −1,652 | Jun 30, 2026 |
| Apple Inc | 17,655 | US$5.11M | +1,418 | Jun 30, 2026 |
| Nvidia Corporation | 24,523 | US$4.91M | −5,193 | Jun 30, 2026 |
| Johnson & Johnson | 13,124 | US$3.33M | +168 | Jun 30, 2026 |
| Microsoft Corp. | 6,640 | US$2.48M | −3,237 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,212 | US$1.25M | −6,065 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,332 | US$1.19M | +124 | Jun 30, 2026 |
| Oracle Corporation | 4,764 | US$698K | +14 | Jun 30, 2026 |
| Broadcom Inc. | 1,677 | US$634K | −1,271 | Jun 30, 2026 |