Estate Planners Group
Estate Planners Group reported 70 stocks worth $221M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOF (12.2%), PDI (10.3%) and QQQ (9.3%). Compared with Q1 2026, the fund opened new positions in GOOG, CAGE and IVV, added to GOF, PDI and QQQ, trimmed QQQI, AMZN and QTUM and sold out of ARKK, SFM and QCOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOF Guggenheim Strategic Opportu | $26.9M | 12.2% | 2.5M | +94K (+4%) | 3 of 3 | |
| 2 |  PDI Pimco Dynamic | $22.8M | 10.3% | 1.4M | +55K (+4%) | 3 of 3 | |
| 3 |  QQQ Invesco Qqq TR | $20.5M | 9.3% | 28K | +815 (+3%) | 3 of 3 | |
| 4 |  CLOZ Series Portfolios TR | $20.4M | 9.2% | 772K | +16K (+2%) | 3 of 3 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $14.7M | 6.6% | 20K | +4,673 (+31%) | 3 of 3 | |
| 6 |  ARCC Ares Capital Corp | $13.4M | 6.1% | 725K | +46K (+7%) | 3 of 3 | |
| 7 |  XLG Invesco Exchange Traded FD T | $12.8M | 5.8% | 209K | +4,164 (+2%) | 3 of 3 | |
| 8 |  QQQI Neos ETF Trust | $7.8M | 3.5% | 137K | −3,612 (−3%) | 3 of 3 | |
| 9 |  IBIT Ishares Bitcoin Trust ETF | $6M | 2.7% | 181K | +35K (+24%) | 3 of 3 | |
| 10 |  AMZN Amazon Com Inc | $5.8M | 2.6% | 24K | −1,652 (−6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ARKK ARK Innovation ETF | $603K | 8,917 |
 SFM Sprouts Fmrs Mkt Inc | $393K | 5,101 |
 QCOM Qualcomm Inc | $379K | 2,943 |
 BRK.B Berkshire Hathaway Inc Del | $318K | 664 |
 EXPE Expedia Group Inc | $302K | 1,308 |
🔒 Free account: see all 16.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Estate Planners Group 13F FAQ
What does Estate Planners Group own?
Estate Planners Group reported 70 stocks worth $221M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOF (12.2%), PDI (10.3%) and QQQ (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Estate Planners Group buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 29 added to, 25 trimmed and 16 sold out. New positions include GOOG, CAGE and IVV. It sold all of ARKK, SFM and QCOM.
When will Estate Planners Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Estate Planners Group's portfolio worth?
The Q2 2026 filing reports $221M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.