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Strategic Financial Planning, Inc. — 13F Holdings & Portfolio

CIK 1802277 · latest 13F-HR filed 2026-05-14

Backtest portfolio

Strategic Financial Planning, Inc. manages $170.9M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AGG (12.65%), AVDE (10.78%), AVSD (9.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 28, added to 7, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$170.9M

Long-equity book

Holdings

40

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+29 / −28 / ↑7 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD CHARLOTTE FDS$7.9M +235.8%
  • BNY MELLON ETF TRUST$2.8M +117.5%
  • VANGUARD BD INDEX FD INC$1.5M +104.4%
  • SPDR SER TR$782.0K +302.9%
  • ISHARES TR$517.5K +222.3%
Show all 7 →

Top Trims

  • ISHARES INC-$1.3M -67.7%
  • ISHARES TR-$1.3M -78.6%
  • ISHARES TR-$391.1K -49.7%
  • ISHARES TR-$388.3K -63.3%
Show all 4 →

New Positions

  • ISHARES TR$21.6M
  • AMERICAN CENTY ETF TR$18.4M
  • AMERICAN CENTY ETF TR$16.8M
  • AMERICAN CENTY ETF TR$16.1M
  • AMERICAN CENTY ETF TR$10.3M
Show all 29 →

Exited Positions

  • SCHWAB STRATEGIC TR$24.6M
  • SCHWAB STRATEGIC TR$20.1M
  • VANGUARD INTL EQUITY INDEX F$16.8M
  • SPDR INDEX SHS FDS$16.5M
  • VANGUARD INTL EQUITY INDEX F$11.2M
Show all 28 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR AGG 464287226 $21.6M 12.65% 861,289 SH
2 AMERICAN CENTY ETF TR AVDE 025072703 $18.4M 10.78% 633,360 SH
3 AMERICAN CENTY ETF TR AVSD 025072299 $16.8M 9.82% 310,632 SH
4 AMERICAN CENTY ETF TR AVEM 025072604 $16.1M 9.39% 351,728 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $11.2M 6.58% 77,210 SH
6 AMERICAN CENTY ETF TR AVDV 025072802 $10.3M 6.05% 481,154 SH
7 AMERICAN CENTY ETF TR AVUS 025072885 $9.7M 5.68% 200,814 SH
8 J P MORGAN EXCHANGE-TRADED F BBUS 46641Q399 $7.5M 4.40% 161,077 SH
9 AMERICAN CENTY ETF TR AVSE 025072315 $6.3M 3.66% 240,897 SH
10 HP INC HPQ 40434L105 $5.1M 3.00% 15,987 SH
11 BNY MELLON ETF TRUST BKLC 09661T107 $5.1M 2.98% 114,206 SH
12 AMERICAN CENTY ETF TR AVUV 025072877 $4.8M 2.81% 193,975 SH
13 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $4.3M 2.53% 20,979 SH
14 SPDR SER TR EMHC 78468R515 $3.8M 2.21% 30,259 SH
15 INVESTMENT MANAGERS SER TR I AIV 46144X107 $3.3M 1.92% 68,186 SH
16 VANGUARD BD INDEX FD INC BND 921937835 $3.0M 1.74% 90,043 SH
17 SPDR SER TR EBND 78464A391 $2.6M 1.55% 41,315 SH
18 MORGAN STANLEY ETF TRUST CVIE 61774R106 $2.0M 1.20% 66,143 SH
19 ISHARES TR EMXF 46436E742 $1.8M 1.08% 26,493 SH
20 ISHARES TR EMB 464288281 $1.8M 1.03% 37,650 SH
21 VANGUARD WORLD FD ESGV 921910733 $1.7M 0.98% 21,237 SH
22 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $1.6M 0.95% 19,343 SH
23 MORGAN STANLEY ETF TRUST CVSB 61774R601 $1.3M 0.79% 50,704 SH
24 MORGAN STANLEY ETF TRUST CVLC 61774R205 $1.3M 0.76% 55,578 SH
25 HUMANKIND BENEFIT CORPORATIO HKND 444869101 $1.2M 0.69% 19,943 SH
26 VANECK VECTORS ETF TR HYD 92189H409 $1.2M 0.69% 15,963 SH
27 SPDR SER TR HYMB 78464A284 $1.0M 0.61% 15,798 SH
28 DBX ETF TR HYLB 233051432 $936.8K 0.55% 15,828 SH
29 EVERSOURCE ENERGY ES 30040W108 $925.9K 0.54% 22,670 SH
30 ISHARES TR ISCB 464288505 $750.2K 0.44% 1,149 SH
31 ISHARES INC IEMG 46434G103 $634.8K 0.37% 5,107 SH
32 DBX ETF TR HAUZ 233051846 $418.4K 0.24% 20,272 SH
33 ISHARES TR IVV 464287200 $395.6K 0.23% 662 SH
34 ISHARES TR IDEV 46435G326 $342.7K 0.20% 3,864 SH
35 INTERNATIONAL BUSINESS MACHS IBM 459200101 $281.5K 0.16% 10,988 SH
36 ISHARES TR ITOT 464287150 $280.1K 0.16% 975 SH
37 ISHARES TR IAGG 46435G672 $256.9K 0.15% 10,360 SH
38 ISHARES BITCOIN TR IBIT 46438F101 $252.5K 0.15% 11,176 SH
39 ISHARES TR IJH 464287507 $233.0K 0.14% 3,580 SH
40 ISHARES TR IJR 464287804 $225.4K 0.13% 3,338 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $170.9M 40 0001214659-26-006173
2025-12-31 2026-02-17 $175.8M 39 0001214659-26-002083
2025-09-30 2025-11-13 $172.6M 38 0001214659-25-016430