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Strategic Planning

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

Top 5 stock holdings are DOW, AAPL, NVDA, AMZN, CVS, and represent 46.61% of Strategic Planning's stock portfolio.
Added to shares of these 10 stocks: DOW (+$12M), SPY, NVO, VTI, VV, VGT, GOOG, UPS, CVS, XOM.
Started 5 new stock positions in NVO, VGT, SPY, VV, VTI.
Reduced shares in these 10 stocks: ALE, BMY, NVDA, TSLA, AAPL, F, TTD, BA, PVH, KHC.
Sold out of its positions in ALE, BA, BMY, FACO, PVH, TDOC, TTD.
Strategic Planning was a net buyer of stock by $9.3M.
Strategic Planning has $186M in assets under management (AUM), dropping by 7.51%.
Central Index Key (CIK): 0001925220

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Portfolio Holdings for Strategic Planning

Strategic Planning holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dow Common Stock (DOW)	12.6	$24M	+96%	1.0M	23.38	View chart
Apple Common Stock (AAPL)	11.8	$22M		81k	271.86	View chart
Nvidia Corp Common Stock (NVDA)	8.2	$15M	-5%	82k	186.50	View chart
Amazon.com Common Stock (AMZN)	7.8	$15M		63k	230.82	View chart
Cvs Health Corp Common Stock (CVS)	6.2	$12M		145k	79.36	View chart
Ford Mtr Co Del Common Stock (F)	5.9	$11M	-2%	840k	13.12	View chart
Pnc Finl Services Common Stock (PNC)	3.9	$7.2M		35k	208.73	View chart
Kraft Heinz Common Stock (KHC)	3.6	$6.7M	-2%	275k	24.25	View chart
Alphabet Inc Class C Common Stock (GOOG)	3.3	$6.1M	+3%	19k	313.77	View chart
United Parcel Svc Inc Class B Common Stock (UPS)	2.5	$4.7M		47k	99.19	View chart
Altria Group Common Stock (MO)	2.5	$4.6M		80k	57.66	View chart
Dominion Energy Common Stock (D)	2.5	$4.6M		79k	58.59	View chart
Nike Inc Class Class B Common Stock (NKE)	2.5	$4.6M		72k	63.71	View chart
Ameren Corp Common Stock (AEE)	2.3	$4.3M	-4%	43k	99.86	View chart
Spdr S&p 500 Etf Etf (SPY)	2.3	$4.3M	NEW	6.3k	681.96	View chart
Novo-nordisk A S Adr (NVO)	1.9	$3.6M	NEW	71k	50.88	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	1.9	$3.5M		12k	303.89	View chart
Fortinet Common Stock (FTNT)	1.9	$3.5M	-5%	44k	79.41	View chart
Huntington Bancshares In Common Stock (HBAN)	1.8	$3.4M		196k	17.35	View chart
Exxon Mobil Corp Common Stock (XOM)	1.8	$3.4M		28k	120.34	View chart
Chipotle Mexican Grill I Common Stock (CMG)	1.5	$2.9M	-5%	78k	37.00	View chart
Procter & Gamble Common Stock (PG)	1.5	$2.7M		19k	143.31	View chart
General Mills Common Stock (GIS)	1.4	$2.5M	-5%	55k	46.50	View chart
Exelon Corp Common Stock (EXC)	1.2	$2.2M	-2%	50k	43.59	View chart
Ge Aerospace Common Stock (GE)	0.7	$1.3M		4.1k	308.06	View chart
Tesla Common Stock (TSLA)	0.6	$1.1M	-31%	2.4k	449.72	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$847k		1.8k	483.64	View chart
Us Foods Hldg Corp Common Stock (USFD)	0.4	$732k	-3%	9.7k	75.32	View chart
American Elec Pwr Common Stock (AEP)	0.4	$670k		5.8k	115.32	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$654k		758.00	862.19	View chart
Ge Vernova Common Stock (GEV)	0.4	$651k		996.00	653.62	View chart
Walmart Common Stock (WMT)	0.3	$623k		5.6k	111.42	View chart
Hillenbrand Common Stock (HI)	0.3	$588k		19k	31.72	View chart
Guidewire Software Common Stock (GWRE)	0.3	$579k		2.9k	201.01	View chart
Corteva Common Stock (CTVA)	0.3	$482k	-2%	7.2k	67.03	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$455k	NEW	1.4k	335.33	View chart
Johnson Controls Int F Common Stock (JCI)	0.2	$432k	-9%	3.6k	119.75	View chart
Carrier Global Corp Common Stock (CARR)	0.2	$399k		7.6k	52.84	View chart
General Dynamics Corp Common Stock (GD)	0.2	$390k		1.2k	336.76	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.2	$387k		769.00	502.65	View chart
Siemens A G Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SIEGY)	0.2	$370k		2.6k	139.95	View chart
HP Common Stock (HPQ)	0.2	$349k		16k	22.28	View chart
Vanguard Large Cap Etf Etf (VV)	0.2	$337k	NEW	1.1k	314.77	View chart
Meta Platforms Inc Class A Common Stock (META)	0.2	$333k		505.00	659.49	View chart
Trx Gold Corp F Common Stock (TRX)	0.2	$303k		329k	0.92	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.2	$291k	-4%	3.3k	87.36	View chart
Aramark Common Stock (ARMK)	0.2	$282k	-3%	7.6k	36.86	View chart
Citigroup Common Stock (C)	0.1	$263k		2.3k	116.67	View chart
Borgwarner Common Stock (BWA)	0.1	$231k	-3%	5.1k	45.06	View chart
Mckesson Corp Common Stock (MCK)	0.1	$216k		263.00	820.36	View chart
Vanguard Information Tech Etf Etf (VGT)	0.1	$210k	NEW	279.00	754.03	View chart
Dupont De Nemours Common Stock (DD)	0.1	$168k	-3%	4.2k	40.20	View chart

Past Filings by Strategic Planning

SEC 13F filings are viewable for Strategic Planning going back to 2025

Strategic Planning 2025 Q4 filed Feb. 18, 2026
Strategic Planning 2025 Q2 filed Oct. 20, 2025
Strategic Planning 2025 Q3 filed Oct. 20, 2025
Strategic Planning 2025 Q1 filed July 14, 2025

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