13F Insight
DOSSIER · 13F-HR · Q1 2026

Strategic Financial Planning, Inc.

$171M in tracked AUM across 40 positions as of Q1 2026.

SF
CIK 0001802277 · last filed Mar 31, 2026
Total AUM
$171M
as of Q1 2026
Holdings
40
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Strategic Financial Planning, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$22M861K12.6%02
AVDE
AMERICAN CENTY ETF TR
$18M633K10.8%03
AVSD
AMERICAN CENTY ETF TR
$17M311K9.8%04
AVEM
AMERICAN CENTY ETF TR
$16M352K9.4%05
BNDX
VANGUARD CHARLOTTE FDS
$11M77K6.6%06
AVDV
AMERICAN CENTY ETF TR
$10M481K6.0%07
AVUS
AMERICAN CENTY ETF TR
$10M201K5.7%08
BBUS
J P MORGAN EXCHANGE-TRADED F
$8M161K4.4%09
AVSE
AMERICAN CENTY ETF TR
$6M241K3.7%10
HPQ
HP INC
$5M16K3.0%

Filing history

2026Q1Mar 31
$171M▼ 2.8%
40 positionsView →2025Q4Dec 31
$176M▲ 1.8%
39 positionsView →2025Q3Sep 30
$173M▲ 7.4%
38 positionsView →2025Q2Jun 30
$161M▲ 10.7%
38 positionsLocked2025Q1Mar 31
$145M▼ 1.2%
35 positionsLocked2024Q4Dec 31
$147M▼ 3.0%
37 positionsLocked2024Q3Sep 30
$151M▲ 9.1%
37 positionsLocked2024Q2Jun 30
$139M▲ 3.8%
34 positionsLocked2024Q1Mar 31
$134M▲ 4.5%
36 positionsLocked2023Q4Dec 31
$128M▲ 17.8%
34 positionsLocked2023Q3Sep 30
$109M▼ 3.9%
30 positionsLocked2023Q2Jun 30
$113M▲ 3.2%
32 positionsLocked
Showing 12 of 26