13F-HR filed by Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 40 holding rows worth $170,912,883.
- Accession
- 0001214659-26-006173
- Filer
- CIK 1802277
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 40 entries on the cover page, a total value of $170,912,883 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,912,883 with VALUE read as dollars as filed, 13F file number 028-19920. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 861,289 | $21,618,346 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 633,360 | $18,417,763 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072299 | AVAN RE INTL ETF | 310,632 | $16,786,728 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 351,728 | $16,054,199 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 77,210 | $11,248,956 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 481,154 | $10,339,434 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 200,814 | $9,703,344 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q399 | BETABUILDRS US | 161,077 | $7,525,056 | dollars as filed | |
| Avantis Responsible Emerging Mkts Eq ETF | 025072315 | SHS | 240,897 | $6,263,310 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 15,987 | $5,128,523 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T107 | US LRG CP CORE | 114,206 | $5,091,143 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 193,975 | $4,800,887 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 20,979 | $4,317,453 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 30,259 | $3,776,621 | dollars as filed | |
| INVESTMENT MANAGERS SER TR I | 46144X107 | AXS CHANGE FINAN | 68,186 | $3,283,150 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 90,043 | $2,966,927 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 41,315 | $2,647,182 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R106 | CALVE INDEX ETF | 66,143 | $2,047,306 | dollars as filed | |
| ISHARES TR | 46436E742 | EGSADVNCDMSCI EM | 26,493 | $1,847,898 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 37,650 | $1,766,137 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 21,237 | $1,679,003 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 19,343 | $1,616,528 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R601 | CALVERT ULT SHR | 50,704 | $1,349,227 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R205 | CALVERT US LARCP | 55,578 | $1,307,111 | dollars as filed | |
| HUMANKIND BENEFIT CORPORATIO | 444869101 | HUMANKIND US STK | 19,943 | $1,181,040 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 15,963 | $1,175,505 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 15,798 | $1,040,140 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 15,828 | $936,843 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 22,670 | $925,889 | dollars as filed | |
| ISHARES TR | 464288505 | MRGSTR SM CP ETF | 1,149 | $750,224 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,107 | $634,833 | dollars as filed | |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 20,272 | $418,405 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 662 | $395,578 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 3,864 | $342,723 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 10,988 | $281,509 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 975 | $280,060 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 10,360 | $256,927 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 11,176 | $252,532 | dollars as filed | |
| IJH | 464287507 | COM | 3,580 | $233,022 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,338 | $225,421 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-006173 | this filing | 2026-05-14 | acceptance time not in the bulk data set |