# EDGAR Filing Document

**Accession Number:** 0001875525
**File Stem:** 0001875525-26-000003
**Filing Date:** 2026-4
**Character Count:** 10908
**Document Hash:** 284fe6bf60f5f78fe279303d700b2c9e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001875525-26-000003.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0001875525-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STRATEGIC PLANNING GROUP, LLC
- **CENTRAL INDEX KEY:** 0001875525

**ORGANIZATION NAME:**
- **EIN:** 870636478
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24057
- **FILM NUMBER:** 26882167

**BUSINESS ADDRESS:**
- **STREET 1:** 190 SOUTH MAIN STREET
- **CITY:** BOUNTIFUL
- **STATE:** UT
- **ZIP:** 84010
- **BUSINESS PHONE:** 801-627-2200

**MAIL ADDRESS:**
- **STREET 1:** 190 SOUTH MAIN STREET
- **CITY:** BOUNTIFUL
- **STATE:** UT
- **ZIP:** 84010

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Strategic Planning Group, LLC
- **DATE OF NAME CHANGE:** 20210728

### 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:** STRATEGIC PLANNING GROUP LLC<br>**Address:** 190 South Main Street<br>Bountiful, UT 84010

**Form 13F File Number:** 028-24057

**CRD Number (if applicable):** 000113844

**SEC File Number (if applicable):** 801-112440

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:** William Jeffrey Draper<br>**Title:** CCO<br>**Phone:** 801-627-2200

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

/s/William Jeffrey Draper  Bountiful, UT  04-22-2026<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:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $715348770

      (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.]

**NONE**

### 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 |  | 6602436 | 32455 | SH |  | SOLE |  | 0 | 0 | 32455 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 376458 | 1309 | SH |  | SOLE |  | 0 | 0 | 1309 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 26694225 | 93056 | SH |  | SOLE |  | 0 | 0 | 93056 |
| AMAZON COM INC | COM | 023135106 |  | 28421464 | 136464 | SH |  | SOLE |  | 0 | 0 | 136464 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 5716133 | 43607 | SH |  | SOLE |  | 0 | 0 | 43607 |
| APPLE INC | COM | 037833100 |  | 36496653 | 143806 | SH |  | SOLE |  | 0 | 0 | 143806 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 15452268 | 125853 | SH |  | SOLE |  | 0 | 0 | 125853 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 7566404 | 5728 | SH |  | SOLE |  | 0 | 0 | 5728 |
| AT INC | COM | 00206R102 |  | 339498 | 11710 | SH |  | SOLE |  | 0 | 0 | 11710 |
| BANK AMERICA CORP | COM | 060505104 |  | 362413 | 7434 | SH |  | SOLE |  | 0 | 0 | 7434 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 606876 | 1266 | SH |  | SOLE |  | 0 | 0 | 1266 |
| BROADCOM INC | COM | 11135F101 |  | 22830739 | 73764 | SH |  | SOLE |  | 0 | 0 | 73764 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 6539534 | 31979 | SH |  | SOLE |  | 0 | 0 | 31979 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 16194805 | 57618 | SH |  | SOLE |  | 0 | 0 | 57618 |
| CHEVRON CORPORATION | COM | 166764100 |  | 243145 | 1175 | SH |  | SOLE |  | 0 | 0 | 1175 |
| CINTAS CORP | COM | 172908105 |  | 12581353 | 74384 | SH |  | SOLE |  | 0 | 0 | 74384 |
| COMFORT SYS USA INC | COM | 199908104 |  | 19748715 | 14321 | SH |  | SOLE |  | 0 | 0 | 14321 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 23731421 | 23816 | SH |  | SOLE |  | 0 | 0 | 23816 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 5998097 | 45807 | SH |  | SOLE |  | 0 | 0 | 45807 |
| EATON CORP PLC | SHS | G29183103 |  | 5685067 | 15894 | SH |  | SOLE |  | 0 | 0 | 15894 |
| ELI LILLY  CO | COM | 532457108 |  | 22034741 | 23956 | SH |  | SOLE |  | 0 | 0 | 23956 |
| EOG RES INC | COM | 26875P101 |  | 347648 | 2404 | SH |  | SOLE |  | 0 | 0 | 2404 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 210852 | 3088 | SH |  | SOLE |  | 0 | 0 | 3088 |
| FIRST TR EXCHANGE-TRADED FD | STRUCTURED CR IN | 33738D770 |  | 49301643 | 2388645 | SH |  | SOLE |  | 0 | 0 | 2388645 |
| GE AEROSPACE | COM NEW | 369604301 |  | 13158212 | 46369 | SH |  | SOLE |  | 0 | 0 | 46369 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 459465 | 543 | SH |  | SOLE |  | 0 | 0 | 543 |
| HEICO CORP NEW | COM | 422806109 |  | 10390271 | 37893 | SH |  | SOLE |  | 0 | 0 | 37893 |
| INTUIT | COM | 461202103 |  | 6935853 | 16041 | SH |  | SOLE |  | 0 | 0 | 16041 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 8472544 | 18379 | SH |  | SOLE |  | 0 | 0 | 18379 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 361130 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| ISHARES TR | HIGH YLD SYSTM B | 46435G250 |  | 679778 | 14612 | SH |  | SOLE |  | 0 | 0 | 14612 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 364572 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 392512 | 1837 | SH |  | SOLE |  | 0 | 0 | 1837 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 218041 | 2579 | SH |  | SOLE |  | 0 | 0 | 2579 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 263847 | 2014 | SH |  | SOLE |  | 0 | 0 | 2014 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 12134535 | 41251 | SH |  | SOLE |  | 0 | 0 | 41251 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 10239790 | 47925 | SH |  | SOLE |  | 0 | 0 | 47925 |
| LINDE PLC | SHS | G54950103 |  | 11934761 | 24073 | SH |  | SOLE |  | 0 | 0 | 24073 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 17045636 | 34114 | SH |  | SOLE |  | 0 | 0 | 34114 |
| META PLATFORMS INC | CL A | 30303M102 |  | 21887026 | 38255 | SH |  | SOLE |  | 0 | 0 | 38255 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 306596 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| MICROSOFT CORP | COM | 594918104 |  | 23791134 | 64270 | SH |  | SOLE |  | 0 | 0 | 64270 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 11625164 | 70639 | SH |  | SOLE |  | 0 | 0 | 70639 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 497781 | 9808 | SH |  | SOLE |  | 0 | 0 | 9808 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 2813912 | 58307 | SH |  | SOLE |  | 0 | 0 | 58307 |
| NETFLIX INC. | COM | 64110L106 |  | 13316529 | 138497 | SH |  | SOLE |  | 0 | 0 | 138497 |
| NEWMONT CORP | COM | 651639106 |  | 11242352 | 103855 | SH |  | SOLE |  | 0 | 0 | 103855 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 7111463 | 10423 | SH |  | SOLE |  | 0 | 0 | 10423 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 25644664 | 147045 | SH |  | SOLE |  | 0 | 0 | 147045 |
| ORACLE CORP | COM | 68389X105 |  | 3371308 | 22916 | SH |  | SOLE |  | 0 | 0 | 22916 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 7306687 | 49950 | SH |  | SOLE |  | 0 | 0 | 49950 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 3686515 | 22994 | SH |  | SOLE |  | 0 | 0 | 22994 |
| PROGRESSIVE CORP | COM | 743315103 |  | 16806568 | 84778 | SH |  | SOLE |  | 0 | 0 | 84778 |
| RTX CORPORATION | COM | 75513E101 |  | 10645341 | 55185 | SH |  | SOLE |  | 0 | 0 | 55185 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 825369 | 28333 | SH |  | SOLE |  | 0 | 0 | 28333 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 245011 | 9555 | SH |  | SOLE |  | 0 | 0 | 9555 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 5539809 | 17282 | SH |  | SOLE |  | 0 | 0 | 17282 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 48122208 | 1434770 | SH |  | SOLE |  | 0 | 0 | 1434770 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 489704 | 752 | SH |  | SOLE |  | 0 | 0 | 752 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 5642037 | 13853 | SH |  | SOLE |  | 0 | 0 | 13853 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 11193496 | 33121 | SH |  | SOLE |  | 0 | 0 | 33121 |
| TESLA INC | COM | 88160R101 |  | 11859831 | 31902 | SH |  | SOLE |  | 0 | 0 | 31902 |
| TJX COS INC NEW | COM | 872540109 |  | 11567518 | 72432 | SH |  | SOLE |  | 0 | 0 | 72432 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 7131627 | 17112 | SH |  | SOLE |  | 0 | 0 | 17112 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 433338 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 409983 | 2089 | SH |  | SOLE |  | 0 | 0 | 2089 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 6766746 | 38521 | SH |  | SOLE |  | 0 | 0 | 38521 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 7765067 | 17389 | SH |  | SOLE |  | 0 | 0 | 17389 |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 |  | 234897 | 5949 | SH |  | SOLE |  | 0 | 0 | 5949 |
| WALMART INC | COM | 931142103 |  | 23934833 | 192587 | SH |  | SOLE |  | 0 | 0 | 192587 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 5613418 | 24428 | SH |  | SOLE |  | 0 | 0 | 24428 |
| WELLS FARGO  CO | COM | 949746101 |  | 387303 | 4865 | SH |  | SOLE |  | 0 | 0 | 4865 |

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