Estate Planners Group, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Yardley, PA
CIK
0002118977
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
73
208,110
GOF, PDI, CLOZ, QQQ
13F-HR
5/11/2026
000211897726000002
Q4 2025
477
230,624
GOF, PDI, CLOZ, QQQ
13F-HR
4/7/2026
000211897726000001