Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $145 Million
  • Q1 2025

Strategic Financial Planning, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 35 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 $20.5M, Schwab Strategic Tr Us Small C with a value of $17.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.7M, Vanguard Ftse Emerging Mkts Et with a value of $13.6M, and Schwab Strategic U.S. Reit ETF with a value of $9.5M.

Examining the 13F form we can see an decrease of $1.78M in the current position value, from $147M to 145M.

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

Portfolio value $145 Million
ETFs: $145 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.5 Million 14.12% of portfolio
950,892
Q1 2025 Added 0.28%
$0
$17.8 Million 12.31% of portfolio
761,450
Q1 2025 Added 0.07%
$0
$13.7 Million 9.45% of portfolio
376,383
Q1 2025 Reduced 0.1%
$0
$13.6 Million 9.39% of portfolio
300,929
Q1 2025 Added 1.23%
$0
$9.5 Million 6.55% of portfolio
441,816
Q1 2025 Added 1.68%
$0
$8.93 Million 6.16% of portfolio
77,219
Q1 2025 Added 1.37%
$0
$6.7 Million 4.62% of portfolio
186,863
Q1 2025 Reduced 0.88%
$0
$6.63 Million 4.57% of portfolio
282,920
Q1 2025 Added 0.22%
$0
$4.59 Million 3.17% of portfolio
113,508
Q1 2025 Added 0.05%
$0
$4.49 Million 3.1% of portfolio
16,334
Q1 2025 Reduced 0.4%
$0
$4.45 Million 3.07% of portfolio
109,160
Q1 2025 Added 6.94%
$0
$3.95 Million 2.73% of portfolio
199,814
Q1 2025 Reduced 0.52%
$0
$3.63 Million 2.51% of portfolio
21,088
Q1 2025 Reduced 0.73%
$0
$3.14 Million 2.16% of portfolio
64,291
Q1 2025 Reduced 1.01%
$0
$2.91 Million 2.01% of portfolio
105,555
Q1 2025 Reduced 2.07%
$0
$2.32 Million 1.6% of portfolio
45,596
Q1 2025 Added 0.08%
$0
$2.09 Million 1.44% of portfolio
79,829
Q1 2025 Added 0.18%
$0
$1.82 Million 1.25% of portfolio
33,926
Q1 2025 Reduced 9.71%
$0
$1.7 Million 1.17% of portfolio
43,173
Q1 2025 Added 0.06%
$0
$1.41 Million 0.97% of portfolio
20,471
Q1 2025 Reduced 0.32%
$0
$1.3 Million 0.9% of portfolio
48,411
Q1 2025 Reduced 3.47%
$0
$1.21 Million 0.83% of portfolio
16,415
Q1 2025 Added 0.64%
$0
$1.02 Million 0.7% of portfolio
17,735
Q1 2025 Added 0.01%
$0
$934,000 0.64% of portfolio
14,969
Q1 2025 Added 0.29%
$0
$867,000 0.6% of portfolio
23,147
Q1 2025 Reduced 2.74%
$0
$645,000 0.44% of portfolio
1,149
Q3 2020 Reduced 1.37%
$0
$545,000 0.38% of portfolio
5,220
Q4 2024 Reduced 1.49%
$0
$496,000 0.34% of portfolio
9,697
Q1 2025 Added 12.29%
$0
$393,000 0.27% of portfolio
4,351
Q1 2025 Added 0.02%
$0
$359,000 0.25% of portfolio
700
Q4 2024 Reduced 5.66%
$0
$283,000 0.2% of portfolio
11,233
Q1 2025 Added 1.17%
$0
$280,000 0.19% of portfolio
10,989
Q1 2025 Added 0.53%
$0
$252,000 0.17% of portfolio
975
Q1 2023 New
$0
$227,000 0.16% of portfolio
11,176
Q4 2024 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $145 Million
  • Prior Value $147 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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