Strategic Financial Planning, Inc.
CIK 1802277 · View on SEC EDGAR ↗
- Portfolio value
- $191.6M
- Positions
- 41
- As of
- June 30, 2026
#6,596 of 9,443 by 13F value · top 69.9%
Portfolio value QoQ: +12.1% 13F does not disclose cash
- Top 10 holdings weight
- 72.51%
- Top 25 holdings weight
- 95.23%
- Positions above 1%
- 21
- Effective number of positions
- 14.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 90.1% Est. buys $179,376,140 · sells $163,295,113
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 59.4% still held
- New positions
- 29
- Increased
- 5
- Decreased
- 7
- Closed
- 28
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 41 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $24,366,893 | 12.72% | 841,398 | ||||
| SCHA | $21,872,277 | 11.42% | 605,509 | ||||
| VWO | $18,812,924 | 9.82% | 315,363 | ||||
| SPDW | $17,744,357 | 9.26% | 352,236 | ||||
| SPSM | $12,516,234 | 6.53% | 217,032 | ||||
| VSS | $12,033,884 | 6.28% | 78,172 | ||||
| SCHH | $11,816,753 | 6.17% | 499,423 | ||||
| SCHC | $7,719,397 | 4.03% | 160,420 | ||||
| SCYB | $6,136,666 | 3.20% | 234,403 | ||||
| VTI | $5,892,104 | 3.08% | 15,925 | ||||
| SCHF | $5,354,531 | 2.80% | 193,304 | ||||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $5,194,035 | 2.71% | 115,681 | ||||
| VXF | $4,803,773 | 2.51% | 19,511 | ||||
| BKLC | $4,592,292 | 2.40% | 32,027 | $-498,851 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $3,367,743 | 1.76% | 69,531 | $-7,881,213 | Down ×1 | ||
| SCHE | $3,263,197 | 1.70% | 89,994 | ||||
| VEA | $2,778,505 | 1.45% | 39,004 | ||||
| SCHM | $2,391,395 | 1.25% | 64,900 | ||||
| IEMG | $2,098,783 | 1.10% | 25,335 | $1,463,950 | Up ×1 | ||
| SPEM | $1,940,238 | 1.01% | 37,476 | ||||
| SPTM | $1,928,388 | 1.01% | 21,240 | ||||
| IDEV | $1,697,012 | 0.89% | 19,065 | $1,354,289 | Up ×1 | ||
| SPMD | $1,391,666 | 0.73% | 20,599 | ||||
| SCHP | $1,370,954 | 0.72% | 51,734 | ||||
| SPHY | $1,350,704 | 0.71% | 57,588 | ||||
| BND Vanguard Total Bond Market ETF | $1,183,691 | 0.62% | 16,124 | $-1,783,236 | Down ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1,067,815 | 0.56% | 15,898 | ||||
| USRT | $1,051,864 | 0.55% | 15,829 | ||||
| LEMB | $953,910 | 0.50% | 22,524 | ||||
| IVV | $860,114 | 0.45% | 1,149 | $464,536 | Up ×1 | ||
| IJR | $757,398 | 0.40% | 5,107 | $531,977 | Up ×1 | ||
| VOO | $454,668 | 0.24% | 662 | ||||
| EBND | $430,381 | 0.22% | 20,573 | $-2,216,801 | Down ×1 | ||
| VNQ | $372,772 | 0.19% | 3,866 | ||||
| BKAG | $359,883 | 0.19% | 8,579 | Up ×1 | |||
| VO | $314,240 | 0.16% | 3,900 | ||||
| SPAB | $282,862 | 0.15% | 11,084 | ||||
| ISCB | $270,316 | 0.14% | 3,580 | $-479,908 | Up ×1 | ||
| HYMB | $263,558 | 0.14% | 10,360 | $-776,582 | Down ×1 | ||
| IJH | $257,400 | 0.13% | 3,338 | $24,378 | Down ×1 | ||
| HAUZ | $250,593 | 0.13% | 11,177 | $-167,812 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SCHB | $24,366,893 | 841,398 | 12.72% |
| SCHA | $21,872,277 | 605,509 | 11.42% |
| VWO | $18,812,924 | 315,363 | 9.82% |
| SPDW | $17,744,357 | 352,236 | 9.26% |
| SPSM | $12,516,234 | 217,032 | 6.53% |
| VSS | $12,033,884 | 78,172 | 6.28% |
| SCHH | $11,816,753 | 499,423 | 6.17% |
| SCHC | $7,719,397 | 160,420 | 4.03% |
| SCYB | $6,136,666 | 234,403 | 3.20% |
| VTI | $5,892,104 | 15,925 | 3.08% |
| SCHF | $5,354,531 | 193,304 | 2.80% |
| VNQI | $5,194,035 | 115,681 | 2.71% |
| VXF | $4,803,773 | 19,511 | 2.51% |
| SCHE | $3,263,197 | 89,994 | 1.70% |
| VEA | $2,778,505 | 39,004 | 1.45% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BNDX | Trimmed | -8K | -$7.9M |
| BND | Trimmed | -74K | -$1.8M |
| IEMG | Bought more | +20K | +$1.5M |
| IDEV | Bought more | +15K | +$1.4M |
| HYMB | Trimmed | -5K | -$777K |
| IJR | Bought more | +2K | +$532K |
| BKLC | Trimmed | -82K | -$499K |
| ISCB | Bought more | +2K | -$480K |
| IVV | Bought more | +487 | +$465K |
| HAUZ | Trimmed | -9K | -$168K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SCHB | March 31, 2026 | 939,186 | $24,634,843 | No longer tracked |
| AGG | June 30, 2026 | 861,289 | $21,618,346 | No longer tracked |
| SCHA | March 31, 2026 | 704,165 | $20,054,614 | No longer tracked |
| AVDE | June 30, 2026 | 633,360 | $18,417,763 | No longer tracked |
| VWO | March 31, 2026 | 312,660 | $16,806,131 | No longer tracked |
| AVSD | June 30, 2026 | 310,632 | $16,786,728 | No longer tracked |
| SPDW | March 31, 2026 | 371,396 | $16,492,137 | No longer tracked |
| AVEM | June 30, 2026 | 351,728 | $16,054,199 | No longer tracked |
| VSS | March 31, 2026 | 78,498 | $11,249,712 | No longer tracked |
| AVDV | June 30, 2026 | 481,154 | $10,339,434 | No longer tracked |
| SCHH | March 31, 2026 | 483,962 | $10,111,881 | No longer tracked |
| AVUS | June 30, 2026 | 200,814 | $9,703,344 | No longer tracked |
| SPSM | March 31, 2026 | 178,434 | $8,361,395 | No longer tracked |
| SCHC | March 31, 2026 | 170,239 | $7,750,983 | No longer tracked |
| BBUS | June 30, 2026 | 161,077 | $7,525,056 | No longer tracked |
| SCYB | March 31, 2026 | 237,534 | $6,275,660 | No longer tracked |
| AVSE | June 30, 2026 | 240,897 | $6,263,310 | No longer tracked |
| VTI | March 31, 2026 | 16,166 | $5,419,712 | No longer tracked |
| VNQI | March 31, 2026 | 117,551 | $5,401,333 | |
| HPQ | June 30, 2026 | 15,987 | $5,128,523 | 35.1% |
| AVUV | June 30, 2026 | 193,975 | $4,800,887 | No longer tracked |
| SCHF | March 31, 2026 | 195,099 | $4,690,186 | No longer tracked |
| VXF | March 31, 2026 | 21,020 | $4,395,677 | No longer tracked |
| FBTC | June 30, 2026 | 20,979 | $4,317,453 | No longer tracked |
| EMHC | June 30, 2026 | 30,259 | $3,776,621 | No longer tracked |
| SCHE | March 31, 2026 | 101,832 | $3,335,009 | No longer tracked |
| CHGXXXXX | June 30, 2026 | 68,186 | $3,283,150 | No longer tracked |
| VEA | March 31, 2026 | 44,199 | $2,760,925 | No longer tracked |
| SPTM | March 31, 2026 | 33,307 | $2,747,819 | No longer tracked |
| SCHM | March 31, 2026 | 74,880 | $2,251,317 | No longer tracked |
| CVIE | June 30, 2026 | 66,143 | $2,047,306 | No longer tracked |
| EMXF | June 30, 2026 | 26,493 | $1,847,898 | |
| SPEM | March 31, 2026 | 39,233 | $1,836,477 | No longer tracked |
| EMB | June 30, 2026 | 37,650 | $1,766,137 | |
| ESGV | June 30, 2026 | 21,237 | $1,679,003 | No longer tracked |
| HPE | June 30, 2026 | 19,343 | $1,616,528 | 18.8% |
| CVSB | June 30, 2026 | 50,704 | $1,349,227 | No longer tracked |
| SCHP | March 31, 2026 | 50,746 | $1,344,256 | No longer tracked |
| CVLC | June 30, 2026 | 55,578 | $1,307,111 | No longer tracked |
| SPHY | March 31, 2026 | 54,972 | $1,306,034 | No longer tracked |
| HKND | June 30, 2026 | 19,943 | $1,181,040 | No longer tracked |
| HYD | June 30, 2026 | 15,963 | $1,175,505 | No longer tracked |
| VWOB | March 31, 2026 | 16,042 | $1,079,998 | |
| SPMD | March 31, 2026 | 17,904 | $1,036,798 | No longer tracked |
| USRT | March 31, 2026 | 17,737 | $1,010,282 | No longer tracked |
| LEMB | March 31, 2026 | 23,308 | $966,799 | No longer tracked |
| HYLB | June 30, 2026 | 15,828 | $936,843 | No longer tracked |
| ES | June 30, 2026 | 22,670 | $925,889 | -0.5% |
| VOO | March 31, 2026 | 662 | $415,160 | No longer tracked |
| VNQ | March 31, 2026 | 4,315 | $381,795 | No longer tracked |
| VO | March 31, 2026 | 975 | $283,024 | No longer tracked |
| IBM | June 30, 2026 | 10,988 | $281,509 | -16.9% |
| SPAB | March 31, 2026 | 10,928 | $281,407 | No longer tracked |
| ITOT | June 30, 2026 | 975 | $280,060 | No longer tracked |
| IAGG | June 30, 2026 | 10,360 | $256,927 | No longer tracked |
| IBIT | June 30, 2026 | 11,176 | $252,532 | |
| ISCB | March 31, 2025 | 3,580 | $210,019 | No longer tracked |
| IJH | March 31, 2025 | 3,339 | $208,058 | No longer tracked |