Strategic Financial Planning, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Strategic Financial Planning, Inc. disclosed 41 stock positions valued at approximately $191.57M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $191.57M
Holdings by Sector
Strategic Financial Planning, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 12.72% | 841,398 | -97,788 | -10.41% | $24,366,893 |
| SCHWAB STRATEGIC TR | SCHA | Other | 11.42% | 605,509 | -98,656 | -14.01% | $21,872,277 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 9.82% | 315,363 | +2,703 | +0.86% | $18,812,924 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.26% | 352,236 | -19,160 | -5.16% | $17,744,357 |
| SPDR SERIES TRUST | SPSM | Other | 6.53% | 217,032 | +38,598 | +21.63% | $12,516,234 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 6.28% | 78,172 | -326 | -0.42% | $12,033,884 |
| SCHWAB STRATEGIC TR | SCHH | Other | 6.17% | 499,423 | +15,461 | +3.19% | $11,816,753 |
| SCHWAB STRATEGIC TR | SCHC | Other | 4.03% | 160,420 | -9,819 | -5.77% | $7,719,397 |
| SCHWAB STRATEGIC TR | SCYB | Other | 3.20% | 234,403 | -3,131 | -1.32% | $6,136,666 |
| VANGUARD INDEX FDS | VTI | Other | 3.08% | 15,925 | -241 | -1.49% | $5,892,104 |
| SCHWAB STRATEGIC TR | SCHF | Other | 2.80% | 193,304 | -1,795 | -0.92% | $5,354,531 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 2.71% | 115,681 | -1,870 | -1.59% | $5,194,035 |
| VANGUARD INDEX FDS | VXF | Other | 2.51% | 19,511 | -1,509 | -7.18% | $4,803,773 |
| BNY MELLON ETF TRUST | BKLC | Other | 2.40% | 32,027 | -82,179 | -71.96% | $4,592,292 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.76% | 69,531 | -7,679 | -9.95% | $3,367,743 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.70% | 89,994 | -11,838 | -11.63% | $3,263,197 |
| VANGUARD TAX MANAGED INTL FD | VEA | Other | 1.45% | 39,004 | -5,195 | -11.75% | $2,778,505 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.25% | 64,900 | -9,980 | -13.33% | $2,391,395 |
| ISHARES INC | IEMG | Other | 1.10% | 25,335 | +20,228 | +396.08% | $2,098,783 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.01% | 37,476 | -1,757 | -4.48% | $1,940,238 |
| SPDR SER TR | SPTM | Other | 1.01% | 21,240 | -12,067 | -36.23% | $1,928,388 |
| ISHARES TR | IDEV | Other | 0.89% | 19,065 | +15,201 | +393.40% | $1,697,012 |
| SPDR SER TR | SPMD | Other | 0.73% | 20,599 | +2,695 | +15.05% | $1,391,666 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.72% | 51,734 | +988 | +1.95% | $1,370,954 |
| SPDR SER TR | SPHY | Other | 0.71% | 57,588 | +2,616 | +4.76% | $1,350,704 |
| VANGUARD BD INDEX FD INC | BND | Other | 0.62% | 16,124 | -73,919 | -82.09% | $1,183,691 |
| VANGUARD WHITEHALL FDS INC | VWOB | Other | 0.56% | 15,898 | -144 | -0.90% | $1,067,815 |
| ISHARES TR | USRT | Other | 0.55% | 15,829 | -1,908 | -10.76% | $1,051,864 |
| ISHARES INC | LEMB | Other | 0.50% | 22,524 | -784 | -3.36% | $953,910 |
| ISHARES TR | IVV | Other | 0.45% | 1,149 | +487 | +73.56% | $860,114 |
Showing 30 of 41 holdings in the latest reporting period.