Strategic Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Strategic Financial Planning, Inc. held in its portfolio 39 assets valued at $175,759,419 (i.e. $175.76M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($24.64M), SCHWAB STRATEGIC TR ($20.06M), and VANGUARD INTL EQUITY INDEX F ($16.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 939186 | 24634843 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 704165 | 20054614 | US SML CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 312660 | 16806131 | FTSE EMR MKT ETF |
| SPDR INDEX SHS FDS | 371396 | 16492137 | PORTFOLIO DEVLPD |
| VANGUARD INTL EQUITY INDEX F | 78498 | 11249712 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 483962 | 10111881 | US REIT ETF |
| SPDR SERIES TRUST | 178434 | 8361395 | PORTFOLIO SM ETF |
| SCHWAB STRATEGIC TR | 170239 | 7750983 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 237534 | 6275660 | HIGH YIELD BD ET |
| VANGUARD INDEX FDS | 16166 | 5419712 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 117551 | 5401333 | GLB EX US ETF |
| SCHWAB STRATEGIC TR | 195099 | 4690186 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 21020 | 4395677 | EXTEND MKT ETF |
| VANGUARD CHARLOTTE FDS | 69126 | 3349556 | INTL BD IDX ETF |
| SCHWAB STRATEGIC TR | 101832 | 3335009 | EMRG MKTEQ ETF |
| VANGUARD TAX MANAGED INTL FD | 44199 | 2760925 | FTSE DEV MKT ETF |
| SPDR SER TR | 33307 | 2747819 | PORTFOLI S&P1500 |
| BNY MELLON ETF TRUST | 17897 | 2340928 | US LRG CP CORE |
| SCHWAB STRATEGIC TR | 74880 | 2251317 | US MID-CAP ETF |
| ISHARES INC | 29231 | 1964919 | CORE MSCI EMKT |
| SPDR INDEX SHS FDS | 39233 | 1836477 | PORTFOLIO EMG MK |
| ISHARES TR | 19403 | 1600393 | CORE MSCI INTL |
| VANGUARD BD INDEX FD INC | 19592 | 1451189 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 50746 | 1344256 | US TIPS ETF |
| SPDR SER TR | 54972 | 1306034 | PORTFLI HIGH YLD |
| VANGUARD WHITEHALL FDS INC | 16042 | 1079998 | EMERG MKT BD ETF |
| SPDR SER TR | 17904 | 1036798 | PORTFOLIO S&P400 |
| ISHARES TR | 17737 | 1010282 | CRE U S REIT ETF |
| ISHARES INC | 23308 | 966799 | JP MORGAN EM ETF |
| ISHARES TR | 1149 | 786667 | CORE S&P500 ETF |
| ISHARES TR | 5107 | 613742 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 662 | 415160 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 4315 | 381795 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 975 | 283024 | MID CAP ETF |
| SPDR SER TR | 10928 | 281407 | PORTFOLIO AGRGTE |
| DBX ETF TR | 11177 | 259417 | XTRACK INTL REAL |
| SPDR SER TR | 10352 | 258185 | NUVEEN BBG BRCLY |
| ISHARES TR | 3580 | 232746 | MRGSTR SM CP ETF |
| ISHARES TR | 3338 | 220313 | CORE S&P MCP ETF |
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