Strategic Financial Planning, Inc. — 13F holdings

Strategic Financial Planning, Inc. reported 41 holdings worth $192M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SCHB SCHWAB STRATEGIC TR — $24.4M (12.7%)
  2. SCHA SCHWAB STRATEGIC TR — $21.9M (11.4%)
  3. VWO VANGUARD INTL EQUITY INDEX F — $18.8M (9.8%)
  4. SPDW SPDR INDEX SHS FDS — $17.7M (9.3%)
  5. SPSM SPDR SERIES TRUST — $12.5M (6.5%)
  6. VSS VANGUARD INTL EQUITY INDEX F — $12.0M (6.3%)
  7. SCHH SCHWAB STRATEGIC TR — $11.8M (6.2%)
  8. SCHC SCHWAB STRATEGIC TR — $7.72M (4.0%)
  9. SCYB SCHWAB STRATEGIC TR — $6.14M (3.2%)
  10. VTI VANGUARD INDEX FDS — $5.89M (3.1%)