Strategic Financial Planning, Inc. Portfolio Stock Holdings
Strategic Financial Planning, Inc. disclosed 40 stock positions valued at approximately $170.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 40
- Portfolio Value
- $170.9M
Holdings by Sector
Strategic Financial Planning, Inc. Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 12.65% | 861,289 | +861,289 | +100.00% | $21,618,346 |
| AMERICAN CENTY ETF TR | AVDE | Other | 10.78% | 633,360 | +633,360 | +100.00% | $18,417,763 |
| AMERICAN CENTY ETF TR | AVSD | Other | 9.82% | 310,632 | +310,632 | +100.00% | $16,786,728 |
| AMERICAN CENTY ETF TR | AVEM | Other | 9.39% | 351,728 | +351,728 | +100.00% | $16,054,199 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 6.58% | 77,210 | +8,084 | +11.69% | $11,248,956 |
| AMERICAN CENTY ETF TR | AVDV | Other | 6.05% | 481,154 | +481,154 | +100.00% | $10,339,434 |
| AMERICAN CENTY ETF TR | AVUS | Other | 5.68% | 200,814 | +200,814 | +100.00% | $9,703,344 |
| J P MORGAN EXCHANGE-TRADED F | BBUS | Other | 4.40% | 161,077 | +161,077 | +100.00% | $7,525,056 |
| AMERICAN CENTY ETF TR | AVSE | Other | 3.66% | 240,897 | +240,897 | +100.00% | $6,263,310 |
| HP INC | HPQ | Technology | 3.00% | 15,987 | +15,987 | +100.00% | $5,128,523 |
| BNY MELLON ETF TRUST | BKLC | Other | 2.98% | 114,206 | +96,309 | +538.13% | $5,091,143 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.81% | 193,975 | +193,975 | +100.00% | $4,800,887 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 2.53% | 20,979 | +20,979 | +100.00% | $4,317,453 |
| SPDR SER TR | EMHC | Other | 2.21% | 30,259 | +30,259 | +100.00% | $3,776,621 |
| INVESTMENT MANAGERS SER TR I | CHGX | Other | 1.92% | 68,186 | +68,186 | +100.00% | $3,283,150 |
| VANGUARD BD INDEX FD INC | BND | Other | 1.74% | 90,043 | +70,451 | +359.59% | $2,966,927 |
| SPDR SER TR | EBND | Other | 1.55% | 41,315 | +41,315 | +100.00% | $2,647,182 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 1.20% | 66,143 | +66,143 | +100.00% | $2,047,306 |
| ISHARES TR | EMXF | Other | 1.08% | 26,493 | +26,493 | +100.00% | $1,847,898 |
| ISHARES TR | EMB | Other | 1.03% | 37,650 | +37,650 | +100.00% | $1,766,137 |
| VANGUARD WORLD FD | ESGV | Other | 0.98% | 21,237 | +21,237 | +100.00% | $1,679,003 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.95% | 19,343 | +19,343 | +100.00% | $1,616,528 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 0.76% | 55,578 | +55,578 | +100.00% | $1,307,111 |
| VANECK VECTORS ETF TR | HYD | Other | 0.69% | 15,963 | +15,963 | +100.00% | $1,175,505 |
| SPDR SER TR | HYMB | Other | 0.61% | 15,798 | +5,446 | +52.61% | $1,040,140 |
| DBX ETF TR | HYLB | Other | 0.55% | 15,828 | +15,828 | +100.00% | $936,843 |
| EVERSOURCE ENERGY | ES | Utilities | 0.54% | 22,670 | +22,670 | +100.00% | $925,889 |
| ISHARES TR | ISCB | Other | 0.44% | 1,149 | -2,431 | -67.91% | $750,224 |
| ISHARES INC | IEMG | Other | 0.37% | 5,107 | -24,124 | -82.53% | $634,833 |
| DBX ETF TR | HAUZ | Other | 0.24% | 20,272 | +9,095 | +81.37% | $418,405 |
| ISHARES TR | IVV | Other | 0.23% | 662 | -487 | -42.38% | $395,578 |
| ISHARES TR | IDEV | Other | 0.20% | 3,864 | -15,539 | -80.09% | $342,723 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.16% | 10,988 | +10,988 | +100.00% | $281,509 |
| ISHARES TR | ITOT | Other | 0.16% | 975 | +975 | +100.00% | $280,060 |
| ISHARES TR | IAGG | Other | 0.15% | 10,360 | +10,360 | +100.00% | $256,927 |
| ISHARES BITCOIN TR | IBIT | Other | 0.15% | 11,176 | +11,176 | +100.00% | $252,532 |
| ISHARES TR | IJH | Other | 0.14% | 3,580 | +242 | +7.25% | $233,022 |
| ISHARES TR | IJR | Other | 0.13% | 3,338 | -1,769 | -34.64% | $225,421 |