Skip to content
Disclosery

13F-HR filed by Estate Planners Group, LLC

Estate Planners Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 73 holding rows worth $208,110,142.

Accession
0002118977-26-000002
Filer
CIK 2118977
Filed
2026-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 76 entries on the cover page, a total value of $208,110,142 stated on the cover page (in dollars after the unit check, H1), rows summing to $208,110,142 with VALUE read as dollars as filed, 13F file number 028-26797. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerREAVES ASSET MANAGEMENT

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GUGGENHEIM STRATEGIC OPPORTU40167F101COM SBI2,370,615$26,124,178dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS1,308,910$22,395,449dollars as filed
SERIES PORTFOLIOS TR81752T528ELDRIDGE BBB B756,166$19,395,670dollars as filed
INVESCO QQQ TR46090E103COM27,037$15,605,366dollars as filed
ARES CAPITAL CORP04010L103COM679,446$12,243,624dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF204,418$11,150,982dollars as filed
SPY78462F103SHS14,978$9,740,675dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH140,902$7,001,400dollars as filed
ETF SER SOLUTIONS26922A420DEFIA QUANT ETF58,122$6,236,474dollars as filed
IShares Bitcoin Trust Registered46438F101SHS145,728$5,598,878dollars as filed
Amazon.com, Inc023135106COM25,955$5,405,634dollars as filed
NVIDIA Corp67066G104COM29,716$5,182,450dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF83,705$4,849,860dollars as filed
META PLATFORMS INC CL A30303M102COM8,277$4,735,352dollars as filed
NEOS ETF TRUST78433H642BITC HIG INC ETF135,470$4,440,690dollars as filed
Apple Inc037833100COM16,237$4,120,844dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS36,362$4,076,558dollars as filed
VANECK ETF TRUST92189F676COM9,928$3,806,218dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF78,958$3,684,949dollars as filed
Microsoft Corp594918104COM9,877$3,655,994dollars as filed
Johnson & Johnson478160104COM12,956$3,167,068dollars as filed
PIMCO DYNAMIC INCOME OPRNTS69355M107COM BEN SHS151,178$1,954,734dollars as filed
BLACKROCK MUNIYIELD QUALITY09254E103COM99,352$1,044,192dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,229$959,116dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,208$921,380dollars as filed
Broadcom Inc.11135F101COM2,948$912,540dollars as filed
BLACKROCK MUNIASSETS FD INC09254J102COM79,834$847,038dollars as filed
Netflix, Inc64110L106COM8,276$795,737dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,796$770,323dollars as filed
RIVERNORTH FLEXIBLE MUN INCO76883H104COM54,608$766,157dollars as filed
GLOBAL X FDS37954Y715RBTCS ARTFL INTE21,858$726,139dollars as filed
Oracle Corporation68389X105COM4,750$698,803dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS4,624$681,077dollars as filed
VANECK ETF TRUST92189F411BDC INCOME ETF52,799$675,825dollars as filed
VTI922908769COM1,895$607,883dollars as filed
ARK ETF TR00214Q104INNOVATION ETF8,917$602,700dollars as filed
iShares Ethereum Trust46438R105COM37,352$591,283dollars as filed
RIVERNORTH MANAGED DUR MUN I76882H105COM42,103$573,864dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS9,482$559,717dollars as filed
Vanguard Total World Stock ETF922042742SHS3,845$531,796dollars as filed
Uber Technologies90353T100COM7,098$510,559dollars as filed
WEDBUSH SER TR947913109DAN IVE REVO ETF17,755$503,720dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF20,831$497,236dollars as filed
SERIES PORTFOLIOS TR81752T486ELDRIDGE AAA CLO19,219$491,418dollars as filed
EXXON MOBIL CORP30231G102COM2,593$439,905dollars as filed
Caterpillar Inc.149123101COM565$400,457dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock5,101$393,440dollars as filed
Qualcomm Incorporated747525103COM2,943$379,048dollars as filed
Bristol-Myers Squibb Company110122108COM6,174$374,470dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS3,616$335,205dollars as filed
STRIVE ENHANCED INCOME SHORT MATURITY ETF02072L441ETF16,371$331,438dollars as filed
Vanguard S&P 500 ETF922908363COM549$328,177dollars as filed
REAVES UTIL INCOME FD756158101COM SH BEN INT8,300$326,013dollars as filed
Pfizer Inc.717081103COM11,489$322,613dollars as filed
Berkshire Hathaway Inc084670702COM664$318,189dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,308$301,911dollars as filed
CARDINAL HEALTH INC14149Y108COM1,404$296,679dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A2,989$285,180dollars as filed
CENCORA INC COM03073E105Stock906$284,485dollars as filed
DOLLAR TREE INC COM256746108Stock2,444$267,642dollars as filed
Advanced Micro Devices,Inc.007903107COM1,295$263,430dollars as filed
PIMCO CORPORATE & INCM STRG72200U100COM21,357$254,153dollars as filed
GUGGENHEIM TAXABLE MUNICP BO401664107COM16,696$242,085dollars as filed
iShares Silver Trust46428Q109COM3,473$236,650dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock477$229,051dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,558$227,904dollars as filed
FOX CORP35137L204CL B COM4,216$223,895dollars as filed
MP MATERIALS CORP553368101COM CL A4,446$214,564dollars as filed
CALAMOS ETF TR12811T720CALAMOS BIT 80 S11,301$213,189dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock1,153$201,325dollars as filed
VOLATILITY SHS TR92864M822SOLANA ETF24,024$200,828dollars as filed
Tesla Motors, Inc88160R101COM539$200,483dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS10,321$176,183dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002118977-26-000002this filing2026-05-11acceptance time not in the bulk data set