Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $166 Million
  • Q3 2025

Strategic Financial Planning, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $26.8M, Schwab Strategic Tr Us Small C with a value of $20.7M, Vanguard Ftse Emerging Mkts Et with a value of $16.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.7M, and Vanguard Intl Eqty Ftse All Wo with a value of $11M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $155M to 166M.

Below you can find more details about Strategic Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
ETFs: $166 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.8 Million 16.16% of portfolio
1,043,292
Q3 2025 Added 6.16%
$0
$20.7 Million 12.46% of portfolio
741,711
Q3 2025 Reduced 2.76%
$0
$16.8 Million 10.1% of portfolio
309,576
Q3 2025 Added 0.88%
$0
$15.7 Million 9.48% of portfolio
367,681
Q3 2025 Reduced 2.95%
$0
$11 Million 6.64% of portfolio
77,305
Q3 2025 Reduced 1.2%
$0
$9.91 Million 5.97% of portfolio
459,451
Q3 2025 Added 1.08%
$0
$7.86 Million 4.73% of portfolio
172,602
Q3 2025 Reduced 5.47%
$0
$6.63 Million 3.99% of portfolio
143,037
Q3 2025 Added 15.56%
$0
$5.34 Million 3.22% of portfolio
111,817
Q3 2025 Reduced 1.28%
$0
$5.33 Million 3.21% of portfolio
16,236
Q3 2025 Reduced 0.5%
$0
$4.54 Million 2.73% of portfolio
195,003
Q3 2025 Reduced 1.08%
$0
$4.4 Million 2.65% of portfolio
21,026
Q3 2025 Reduced -0.0%
$0
$3.44 Million 2.07% of portfolio
102,944
Q3 2025 Reduced 2.11%
$0
$3.27 Million 1.97% of portfolio
66,088
Q3 2025 Reduced 0.7%
$0
$2.69 Million 1.62% of portfolio
33,304
Q3 2025 Reduced 0.39%
$0
$2.65 Million 1.6% of portfolio
44,239
Q3 2025 Reduced 1.08%
$0
$1.85 Million 1.12% of portfolio
39,590
Q3 2025 Reduced 6.0%
$0
$1.57 Million 0.95% of portfolio
29,319
Q3 2025 Reduced 3.57%
$0
$1.57 Million 0.94% of portfolio
19,530
Q3 2025 Reduced 0.47%
$0
$1.47 Million 0.88% of portfolio
19,705
Q3 2025 Added 12.89%
$0
$1.33 Million 0.8% of portfolio
49,487
Q3 2025 Reduced 2.76%
$0
$1.3 Million 0.78% of portfolio
54,301
Q3 2025 Reduced 1.56%
$0
$1.04 Million 0.63% of portfolio
17,733
Q3 2025 Reduced 0.02%
$0
$958,000 0.58% of portfolio
15,367
Q3 2025 Reduced 0.07%
$0
$939,000 0.57% of portfolio
22,796
Q3 2025 Reduced 0.86%
$0
$871,000 0.52% of portfolio
15,247
Q3 2025 Added 40.51%
$0
$769,000 0.46% of portfolio
1,149
Q3 2020 Reduced 1.37%
$0
$620,000 0.37% of portfolio
5,220
Q4 2024 Reduced 1.49%
$0
$428,000 0.26% of portfolio
700
Q4 2024 Reduced 5.66%
$0
$394,000 0.24% of portfolio
4,314
Q3 2025 Reduced 0.55%
$0
$279,000 0.17% of portfolio
10,805
Q3 2025 Added 0.85%
$0
$286,000 0.17% of portfolio
975
Q1 2023 New
$0
$263,000 0.16% of portfolio
11,178
Q2 2025 Added 0.02%
$0
$257,000 0.15% of portfolio
10,323
Q3 2025 Reduced 1.68%
$0
$224,000 0.13% of portfolio
3,580
Q2 2025 New
$0
$217,000 0.13% of portfolio
3,338
Q3 2025 Reduced 0.03%
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.37%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $166 Million
  • Prior Value $155 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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