13F Insight
DOSSIER · 13F-HR · Q2 2026

Strategic Financial Planning, Inc.

$192M in tracked AUM across 41 positions as of Q2 2026.

SF
CIK 0001802277 · last filed Jun 30, 2026
Total AUM
$192M
as of Q2 2026
Holdings
41
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Strategic Financial Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$24M841K12.7%02
SCHA
SCHWAB STRATEGIC TR
$22M606K11.4%03
VWO
VANGUARD INTL EQUITY INDEX F
$19M315K9.8%04
SPDW
SPDR INDEX SHS FDS
$18M352K9.3%05
SPSM
SPDR SERIES TRUST
$13M217K6.5%06
VSS
VANGUARD INTL EQUITY INDEX F
$12M78K6.3%07
SCHH
SCHWAB STRATEGIC TR
$12M499K6.2%08
SCHC
SCHWAB STRATEGIC TR
$8M160K4.0%09
SCYB
SCHWAB STRATEGIC TR
$6M234K3.2%10
VTI
VANGUARD INDEX FDS
$6M16K3.1%

Filing history

2026Q2Jun 30
$192M▲ 12.1%
41 positionsView →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 positionsLocked
Showing 12 of 27