Estate Planners Group, LLC: 13F holdings
CIK 21189772026Q2
| Positions | 70 |
|---|---|
| Reported value | $221.1m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GUGGENHEIM STRATEGIC OPPORTU | 2,464,791 | $26.9m | 12.2% |
| PDI PIMCO DYNAMIC INCOME FD | 1,363,819 | $22.8m | 10.3% |
| QQQ INVESCO QQQ TR | 27,852 | $20.5m | 9.3% |
| SERIES PORTFOLIOS TR | 772,217 | $20.4m | 9.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 19,651 | $14.7m | 6.6% |
| ARCC ARES CAPITAL CORP | 725,110 | $13.4m | 6.1% |
| XLG INVESCO EXCHANGE TRADED FD T | 208,582 | $12.8m | 5.8% |
| NEOS ETF TRUST | 137,290 | $7.8m | 3.5% |
| IBIT ISHARES BITCOIN TRUST ETF | 181,022 | $6.0m | 2.7% |
| AMZN AMAZON COM INC | 24,303 | $5.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2118977")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.