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Strategic Financial Planning

Latest statistics and disclosures from Strategic Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, AVDE, AVSD, AVEM, BNDX, and represent 49.22% of Strategic Financial Planning's stock portfolio.
Added to shares of these 10 stocks: AGG (+$22M), AVDE (+$18M), AVSD (+$17M), AVEM (+$16M), AVDV (+$10M), AVUS (+$9.7M), BBUS (+$7.5M), AVSE (+$6.3M), HPQ (+$5.1M), AVUV.
Started 29 new stock positions in AVUS, CVLC, AVSE, ESGV, IAGG, AGG, HPQ, HKND, AVSD, ES.
Reduced shares in these 10 stocks: SCHB (-$25M), SCHA (-$20M), VWO (-$17M), , VSS (-$11M), SCHH (-$10M), SPSM (-$8.4M), SCHC (-$7.8M), SCYB (-$6.3M), VTI (-$5.4M).
Sold out of its positions in LEMB, USRT, SPEM, SPDW, SPAB, SPTM, SPMD, SPHY, SPSM, SCHB.
Strategic Financial Planning was a net seller of stock by $-13M.
Strategic Financial Planning has $171M in assets under management (AUM), dropping by -2.76%.
Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	12.6	$22M	NEW	861k	25.10	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	10.8	$18M	NEW	633k	29.08	View chart
American Centy Etf Tr Us Eqt Etf (AVSD)	9.8	$17M	NEW	311k	54.04	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	9.4	$16M	NEW	352k	45.64	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	6.6	$11M	+11%	77k	145.69	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.0	$10M	NEW	481k	21.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.7	$9.7M	NEW	201k	48.32	View chart
J P Morgan Exchange-traded F Betabuildrs Us (BBUS)	4.4	$7.5M	NEW	161k	46.72	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	3.7	$6.3M	NEW	241k	26.00	View chart
Hp (HPQ)	3.0	$5.1M	NEW	16k	320.79	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	3.0	$5.1M	+538%	114k	44.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$4.8M	NEW	194k	24.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	2.5	$4.3M	NEW	21k	205.80	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	2.2	$3.8M	NEW	30k	124.81	View chart
Investment Managers Ser Tr I Axs Change Finan	1.9	$3.3M	NEW	68k	48.15	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	1.7	$3.0M	+359%	90k	32.95	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	1.5	$2.6M	NEW	41k	64.07	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	1.2	$2.0M	NEW	66k	30.95	View chart
Ishares Tr Esgadvncdmsci Em (EMXF)	1.1	$1.8M	NEW	27k	69.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.0	$1.8M	NEW	38k	46.91	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.0	$1.7M	NEW	21k	79.06	View chart
Hewlett Packard Enterprise (HPE)	0.9	$1.6M	NEW	19k	83.57	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.8	$1.3M	NEW	51k	26.61	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.8	$1.3M	NEW	56k	23.52	View chart
Humankind Benefit Corporatio Humankind Us Stk (HKND)	0.7	$1.2M	NEW	20k	59.22	View chart
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD)	0.7	$1.2M	NEW	16k	73.64	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.6	$1.0M	+52%	16k	65.84	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.5	$937k	NEW	16k	59.19	View chart
Eversource Energy (ES)	0.5	$926k	NEW	23k	40.84	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.4	$750k	-67%	1.1k	652.94	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$635k	-82%	5.1k	124.31	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.2	$418k	+81%	20k	20.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$396k	-42%	662.00	597.55	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$343k	-80%	3.9k	88.70	View chart
International Business Machines (IBM)	0.2	$282k	NEW	11k	25.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$280k	NEW	975.00	287.24	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$257k	NEW	10k	24.80	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$253k	NEW	11k	22.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$233k	+7%	3.6k	65.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$225k	-34%	3.3k	67.53	View chart

Past Filings by Strategic Financial Planning

SEC 13F filings are viewable for Strategic Financial Planning going back to 2019

Strategic Financial Planning 2026 Q1 filed May 14, 2026
Strategic Financial Planning 2025 Q4 filed Feb. 17, 2026
Strategic Financial Planning 2025 Q3 filed Nov. 13, 2025
Strategic Financial Planning 2025 Q2 filed Aug. 13, 2025
Strategic Financial Planning 2025 Q1 filed May 14, 2025
Strategic Financial Planning 2024 Q4 filed Feb. 13, 2025
Strategic Financial Planning 2024 Q3 filed Oct. 25, 2024
Strategic Financial Planning 2024 Q2 filed Aug. 12, 2024
Strategic Financial Planning 2024 Q1 filed April 22, 2024
Strategic Financial Planning 2023 Q4 filed Feb. 12, 2024
Strategic Financial Planning 2023 Q3 filed Nov. 9, 2023
Strategic Financial Planning 2023 Q2 filed Aug. 11, 2023
Strategic Financial Planning 2023 Q1 filed May 10, 2023
Strategic Financial Planning 2022 Q4 filed Feb. 14, 2023
Strategic Financial Planning 2022 Q3 filed Nov. 14, 2022
Strategic Financial Planning 2022 Q2 filed Aug. 3, 2022

View all past filings

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