Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $155 Million
  • Q2 2025

Strategic Financial Planning, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 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 $23.4M, Schwab Strategic Tr Us Small C with a value of $19.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.3M, Vanguard Ftse Emerging Mkts Et with a value of $15.2M, and Vanguard Intl Eqty Ftse All Wo with a value of $10.5M.

Examining the 13F form we can see an increase of $9.68M in the current position value, from $145M to 155M.

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

Portfolio value $155 Million
ETFs: $155 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.4 Million 15.14% of portfolio
982,798
Q2 2025 Added 3.36%
$0
$19.3 Million 12.48% of portfolio
762,757
Q2 2025 Added 0.17%
$0
$15.3 Million 9.92% of portfolio
378,855
Q2 2025 Added 0.66%
$0
$15.2 Million 9.81% of portfolio
306,874
Q2 2025 Added 1.98%
$0
$10.5 Million 6.8% of portfolio
78,240
Q2 2025 Added 1.32%
$0
$9.62 Million 6.22% of portfolio
454,559
Q2 2025 Added 2.88%
$0
$7.78 Million 5.03% of portfolio
182,595
Q2 2025 Reduced 2.28%
$0
$5.27 Million 3.41% of portfolio
123,781
Q2 2025 Added 13.39%
$0
$5.23 Million 3.38% of portfolio
113,266
Q2 2025 Reduced 0.21%
$0
$4.96 Million 3.21% of portfolio
16,317
Q2 2025 Reduced 0.1%
$0
$4.36 Million 2.82% of portfolio
197,138
Q2 2025 Reduced 1.34%
$0
$4.05 Million 2.62% of portfolio
21,027
Q2 2025 Reduced 0.29%
$0
$3.3 Million 2.13% of portfolio
66,557
Q2 2025 Added 3.52%
$0
$3.17 Million 2.05% of portfolio
105,162
Q2 2025 Reduced 0.37%
$0
$2.55 Million 1.65% of portfolio
44,721
Q2 2025 Reduced 1.92%
$0
$2.5 Million 1.62% of portfolio
33,433
Q2 2025 Reduced 0.05%
$0
$1.8 Million 1.16% of portfolio
42,116
Q2 2025 Reduced 2.45%
$0
$1.63 Million 1.05% of portfolio
30,405
Q2 2025 Reduced 10.38%
$0
$1.49 Million 0.96% of portfolio
19,622
Q2 2025 Reduced 4.15%
$0
$1.36 Million 0.88% of portfolio
50,889
Q2 2025 Added 5.12%
$0
$1.31 Million 0.85% of portfolio
55,159
Q2 2025 Reduced 80.5%
$0
$1.29 Million 0.83% of portfolio
17,455
Q2 2025 Added 6.34%
$0
$1 Million 0.65% of portfolio
17,737
Q2 2025 Added 0.01%
$0
$959,000 0.62% of portfolio
15,378
Q2 2025 Added 2.73%
$0
$928,000 0.6% of portfolio
22,993
Q2 2025 Reduced 0.67%
$0
$713,000 0.46% of portfolio
1,149
Q3 2020 Reduced 1.37%
$0
$590,000 0.38% of portfolio
10,851
Q2 2025 Added 11.9%
$0
$570,000 0.37% of portfolio
5,220
Q4 2024 Reduced 1.49%
$0
$397,000 0.26% of portfolio
700
Q4 2024 Reduced 5.66%
$0
$386,000 0.25% of portfolio
4,338
Q2 2025 Reduced 0.3%
$0
$274,000 0.18% of portfolio
10,714
Q2 2025 Reduced 2.5%
$0
$272,000 0.18% of portfolio
975
Q1 2023 New
$0
$260,000 0.17% of portfolio
10,499
Q2 2025 Reduced 6.53%
$0
$255,000 0.16% of portfolio
11,178
Q2 2025 Added 0.02%
$0
$207,000 0.13% of portfolio
3,339
Q2 2025 New
$0
$208,000 0.13% of portfolio
3,580
Q2 2025 New
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $155 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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