Strategic Financial Planning, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$170.9M
Q ending 2026-03-31
Prior quarter
$175.8M
Q ending 2025-12-31
Change
-2.8% QoQ · +17.9% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $21.6M | 861K |
| American Centy Etf Tr | AVDE | Shares | $18.4M | 633K |
| American Centy Etf Tr | AVSD | Shares | $16.8M | 311K |
| American Centy Etf Tr | AVEM | Shares | $16.1M | 352K |
| Vanguard Charlotte Fds | BNDX | Shares | $11.2M | 77K |
| American Centy Etf Tr | AVDV | Shares | $10.3M | 481K |
| American Centy Etf Tr | AVUS | Shares | $9.7M | 201K |
| J P Morgan Exchange-Traded F | BBUS | Shares | $7.5M | 161K |
| American Centy Etf Tr | AVSE | Shares | $6.3M | 241K |
| Hp Inc | HPQ | Shares | $5.1M | 16K |
| Bny Mellon Etf Trust | BKLC | Shares | $5.1M | 114K |
| American Centy Etf Tr | AVUV | Shares | $4.8M | 194K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $4.3M | 21K |
| Spdr Ser Tr | EMHC | Shares | $3.8M | 30K |
| Investment Managers Ser Tr I | Shares | $3.3M | 68K | |
| Vanguard Bd Index Fd Inc | BND | Shares | $3.0M | 90K |
| Spdr Ser Tr | EBND | Shares | $2.6M | 41K |
| Morgan Stanley Etf Trust | CVIE | Shares | $2.0M | 66K |
| Ishares Tr | EMXF | Shares | $1.8M | 26K |
| Ishares Tr | EMB | Shares | $1.8M | 38K |
| Vanguard World Fd | ESGV | Shares | $1.7M | 21K |
| Hewlett Packard Enterprise C | HPE | Shares | $1.6M | 19K |
| Morgan Stanley Etf Trust | CVSB | Shares | $1.3M | 51K |
| Morgan Stanley Etf Trust | CVLC | Shares | $1.3M | 56K |
| Humankind Benefit Corporatio | Shares | $1.2M | 20K | |
| Vaneck Vectors Etf Tr | HYD | Shares | $1.2M | 16K |
| Spdr Ser Tr | HYMB | Shares | $1.0M | 16K |
| Dbx Etf Tr | HYLB | Shares | $937K | 16K |
| Eversource Energy | ES | Shares | $926K | 23K |
| Ishares Tr | ISCB | Shares | $750K | 1K |
| Ishares Inc | IEMG | Shares | $635K | 5K |
| Dbx Etf Tr | HAUZ | Shares | $418K | 20K |
| Ishares Tr | IVV | Shares | $396K | 662 |
| Ishares Tr | IDEV | Shares | $343K | 4K |
| International Business Machs | IBM | Shares | $282K | 11K |
| Ishares Tr | ITOT | Shares | $280K | 975 |
| Ishares Tr | IAGG | Shares | $257K | 10K |
| Ishares Bitcoin Tr | IBIT | Shares | $253K | 11K |
| Ishares Tr | IJH | Shares | $233K | 4K |
| Ishares Tr | IJR | Shares | $225K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.