# EDGAR Filing Document

**Accession Number:** 0002118977
**File Stem:** 0002118977-26-000002
**Filing Date:** 2026-5
**Character Count:** 11397
**Document Hash:** 5fbef11b082abe7f4d0343e769bcd062
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002118977-26-000002.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0002118977-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Estate Planners Group, LLC
- **CENTRAL INDEX KEY:** 0002118977

**ORGANIZATION NAME:**
- **EIN:** 800033299
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26797
- **FILM NUMBER:** 26961984

**BUSINESS ADDRESS:**
- **STREET 1:** 37 S DELAWARE AVE, STE 1
- **CITY:** YARDLEY
- **STATE:** PA
- **ZIP:** 19067
- **BUSINESS PHONE:** (215) 321-4410

**MAIL ADDRESS:**
- **STREET 1:** 37 S DELAWARE AVE, STE 1
- **CITY:** YARDLEY
- **STATE:** PA
- **ZIP:** 19067

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Estate Planners Group LLC<br>**Address:** 37 S DELAWARE AVE STE 1<br>YARDLEY, PA 19067

**Form 13F File Number:** 028-26797

**CRD Number (if applicable):** 000124418

**SEC File Number (if applicable):** 801-110033

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** KATHERINE KIRKNER<br>**Title:** CCO COO<br>**Phone:** (215) 321-4410

**Signature, Place, and Date of Signing:**

KATHERINE KIRKNER  Yardley, PA  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $208110142

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                    | Form 13F File Number   |
|:---|:---|:---|
|  | REAVES ASSET MANAGEMENT |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 263430 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 681077 | 4624 | SH |  | SOLE |  | 0 | 0 | 4624 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 921380 | 3208 | SH |  | SOLE |  | 0 | 0 | 3208 |
| AMAZON COM INC | COM | 023135106 |  | 5405634 | 25955 | SH |  | SOLE |  | 0 | 0 | 25955 |
| APPLE INC | COM | 037833100 |  | 4120844 | 16237 | SH |  | SOLE |  | 0 | 0 | 16237 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 12243624 | 679446 | SH |  | SOLE |  | 0 | 0 | 679446 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 602700 | 8917 | SH |  | SOLE |  | 0 | 0 | 8917 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 318189 | 664 | SH |  | SOLE |  | 0 | 0 | 664 |
| BLACKROCK MUNIASSETS FD INC | COM | 09254J102 |  | 847038 | 79834 | SH |  | SOLE |  | 0 | 0 | 79834 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 1044192 | 99352 | SH |  | SOLE |  | 0 | 0 | 99352 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 374470 | 6174 | SH |  | SOLE |  | 0 | 0 | 6174 |
| BROADCOM INC | COM | 11135F101 |  | 912540 | 2948 | SH |  | SOLE |  | 0 | 0 | 2948 |
| CALAMOS ETF TR | CALAMOS BIT 80 S | 12811T720 |  | 213189 | 11301 | SH |  | SOLE |  | 0 | 0 | 11301 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 296679 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| CATERPILLAR INC | COM | 149123101 |  | 400457 | 565 | SH |  | SOLE |  | 0 | 0 | 565 |
| CENCORA INC | COM | 03073E105 |  | 284485 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 |  | 285180 | 2989 | SH |  | SOLE |  | 0 | 0 | 2989 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 201325 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| DOLLAR TREE INC | COM | 256746108 |  | 267642 | 2444 | SH |  | SOLE |  | 0 | 0 | 2444 |
| EA SERIES TRUST | STRIVE ENHANCED | 02072L441 |  | 331438 | 16371 | SH |  | SOLE |  | 0 | 0 | 16371 |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | 26922A420 |  | 6236474 | 58122 | SH |  | SOLE |  | 0 | 0 | 58122 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 301911 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 439905 | 2593 | SH |  | SOLE |  | 0 | 0 | 2593 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 559717 | 9482 | SH |  | SOLE |  | 0 | 0 | 9482 |
| FOX CORP | CL B COM | 35137L204 |  | 223895 | 4216 | SH |  | SOLE |  | 0 | 0 | 4216 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 3684949 | 78958 | SH |  | SOLE |  | 0 | 0 | 78958 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 726139 | 21858 | SH |  | SOLE |  | 0 | 0 | 21858 |
| GRAYSCALE ETHEREUM STAKING E | SHS | 389638107 |  | 176183 | 10321 | SH |  | SOLE |  | 0 | 0 | 10321 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 |  | 26123385 | 2370543 | SH |  | SOLE |  | 0 | 0 | 2370543 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 |  | 793 | 72 | SH |  | DFND | 1 | 0 | 0 | 72 |
| GUGGENHEIM TAXABLE MUNICP BO | COM | 401664107 |  | 242085 | 16696 | SH |  | SOLE |  | 0 | 0 | 16696 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 4076558 | 36362 | SH |  | SOLE |  | 0 | 0 | 36362 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 11150982 | 204418 | SH |  | SOLE |  | 0 | 0 | 204418 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 15605366 | 27037 | SH |  | SOLE |  | 0 | 0 | 27037 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 5598878 | 145728 | SH |  | SOLE |  | 0 | 0 | 145728 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 591283 | 37352 | SH |  | SOLE |  | 0 | 0 | 37352 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 236650 | 3473 | SH |  | SOLE |  | 0 | 0 | 3473 |
| JOHNSON | COM | 478160104 |  | 3167068 | 12956 | SH |  | SOLE |  | 0 | 0 | 12956 |
| LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 |  | 4849860 | 83705 | SH |  | SOLE |  | 0 | 0 | 83705 |
| MEDPACE HLDGS INC | COM | 58506Q109 |  | 229051 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4735352 | 8277 | SH |  | SOLE |  | 0 | 0 | 8277 |
| MICROSOFT CORP | COM | 594918104 |  | 3655994 | 9877 | SH |  | SOLE |  | 0 | 0 | 9877 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 206215 | 4273 | SH |  | SOLE |  | 0 | 0 | 4273 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 8349 | 173 | SH |  | DFND | 1 | 0 | 0 | 173 |
| NEOS ETF TRUST | BITCOIN HIGH INC | 78433H642 |  | 4440690 | 135470 | SH |  | SOLE |  | 0 | 0 | 135470 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 7001400 | 140902 | SH |  | SOLE |  | 0 | 0 | 140902 |
| NETFLIX INC. | COM | 64110L106 |  | 795737 | 8276 | SH |  | SOLE |  | 0 | 0 | 8276 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5182450 | 29716 | SH |  | SOLE |  | 0 | 0 | 29716 |
| ORACLE CORP | COM | 68389X105 |  | 698803 | 4750 | SH |  | SOLE |  | 0 | 0 | 4750 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 227904 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| PFIZER INC | COM | 717081103 |  | 322613 | 11489 | SH |  | SOLE |  | 0 | 0 | 11489 |
| PIMCO CORPORATE  STRG | COM | 72200U100 |  | 254153 | 21357 | SH |  | SOLE |  | 0 | 0 | 21357 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 22392797 | 1308755 | SH |  | SOLE |  | 0 | 0 | 1308755 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 2652 | 155 | SH |  | DFND | 1 | 0 | 0 | 155 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 69355M107 |  | 1954734 | 151178 | SH |  | SOLE |  | 0 | 0 | 151178 |
| QUALCOMM INC | COM | 747525103 |  | 379048 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 |  | 326013 | 8300 | SH |  | SOLE |  | 0 | 0 | 8300 |
| RIVERNORTH FLEXIBLE MUN INCO | COM | 76883H104 |  | 766157 | 54608 | SH |  | SOLE |  | 0 | 0 | 54608 |
| RIVERNORTH MANAGED DUR MUN I | COM | 76882H105 |  | 573864 | 42103 | SH |  | SOLE |  | 0 | 0 | 42103 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 770323 | 5796 | SH |  | SOLE |  | 0 | 0 | 5796 |
| SERIES PORTFOLIOS TR | ELDRIDGE AAA CLO | 81752T486 |  | 491418 | 19219 | SH |  | SOLE |  | 0 | 0 | 19219 |
| SERIES PORTFOLIOS TR | ELDRIDGE BBB B | 81752T528 |  | 19395670 | 756166 | SH |  | SOLE |  | 0 | 0 | 756166 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 959116 | 2229 | SH |  | SOLE |  | 0 | 0 | 2229 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 393440 | 5101 | SH |  | SOLE |  | 0 | 0 | 5101 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 9740675 | 14978 | SH |  | SOLE |  | 0 | 0 | 14978 |
| TESLA INC | COM | 88160R101 |  | 200483 | 539 | SH |  | SOLE |  | 0 | 0 | 539 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 497236 | 20831 | SH |  | SOLE |  | 0 | 0 | 20831 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 510559 | 7098 | SH |  | SOLE |  | 0 | 0 | 7098 |
| VANECK ETF TRUST | BDC INCOME ETF | 92189F411 |  | 675825 | 52799 | SH |  | SOLE |  | 0 | 0 | 52799 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 3806218 | 9928 | SH |  | SOLE |  | 0 | 0 | 9928 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 328177 | 549 | SH |  | SOLE |  | 0 | 0 | 549 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 607883 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 531796 | 3845 | SH |  | SOLE |  | 0 | 0 | 3845 |
| VOLATILITY SHS TR | SOLANA ETF | 92864M822 |  | 200828 | 24024 | SH |  | SOLE |  | 0 | 0 | 24024 |
| WEDBUSH SER TR | DAN IVES WEDBUSH | 947913109 |  | 503720 | 17755 | SH |  | SOLE |  | 0 | 0 | 17755 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 335205 | 3616 | SH |  | SOLE |  | 0 | 0 | 3616 |

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