Estate Planners Group, LLC — 13F holdings

Estate Planners Group, LLC reported 73 holdings worth $221M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GOF GUGGENHEIM STRATEGIC OPPORTU — $26.9M (12.2%)
2. PDI PIMCO DYNAMIC INCOME FD — $22.8M (10.3%)
3. QQQ Invesco Qqq Tr — $20.5M (9.3%)
4. CLOZ SERIES PORTFOLIOS TR — $20.4M (9.2%)
5. SPY SPDR S&P 500 ETF TR — $14.7M (6.6%)
6. ARCC ARES CAPITAL CORP — $13.4M (6.1%)
7. XLG INVESCO EXCHANGE TRADED FD T — $12.8M (5.8%)
8. QQQI NEOS ETF TRUST — $7.80M (3.5%)
9. IBIT ISHARES BITCOIN TRUST ETF — $6.03M (2.7%)
10. AMZN AMAZON COM INC — $5.79M (2.6%)