Skip to content
Disclosery

Strategic Financial Planning, Inc.

Follow

13F filer, CIK 1802277, PLANO, TX

Strategic Financial Planning, Inc. reported $172,575,575 across 38 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 73.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016430

Period
2025-09-30
Reported value
$173M
Holdings
38
Top 10 weight
73.52%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHBadded+60,494$1.56M
SPSMadded+19,256$892K
SCYBadded+13,697$366K
SPMDadded+4,396$251K
BNDadded+2,250$167K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHAreduced-21,046-$587K
SPDWreduced-11,174-$478K
SCHCreduced-9,993-$455K
VSSreduced-935-$133K
SPEMreduced-2,526-$118K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-016430, largest first. % of portfolio is the value over $172,575,575, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,970 shares; 2024Q4: 948,246 shares; 2025Q1: 950,892 shares; 2025Q2: 982,798 shares; 2025Q3: 1,043,292 shares 1,043,292$26.8M15.54%+60,494Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,690 shares; 2024Q4: 760,942 shares; 2025Q1: 761,450 shares; 2025Q2: 762,757 shares; 2025Q3: 741,711 shares 741,711$20.7M11.99%-21,046Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,610 shares; 2024Q4: 297,271 shares; 2025Q1: 300,929 shares; 2025Q2: 306,874 shares; 2025Q3: 309,576 shares 309,576$16.8M9.72%+2,702Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,441 shares; 2024Q4: 376,772 shares; 2025Q1: 376,383 shares; 2025Q2: 378,855 shares; 2025Q3: 367,681 shares 367,681$15.7M9.12%-11,174Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,562 shares; 2024Q4: 76,174 shares; 2025Q1: 77,219 shares; 2025Q2: 78,240 shares; 2025Q3: 77,305 shares 77,305$11M6.38%-935Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,033 shares; 2024Q4: 434,521 shares; 2025Q1: 441,816 shares; 2025Q2: 454,559 shares; 2025Q3: 459,451 shares 459,451$9.91M5.74%+4,892Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,228 shares; 2024Q4: 188,519 shares; 2025Q1: 186,863 shares; 2025Q2: 182,595 shares; 2025Q3: 172,602 shares 172,602$7.86M4.55%-9,993Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,314 shares; 2024Q4: 102,078 shares; 2025Q1: 109,160 shares; 2025Q2: 123,781 shares; 2025Q3: 143,037 shares 143,037$6.63M3.84%+19,256Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,009 shares; 2025Q3: 228,706 shares 228,706$6.11M3.54%+13,697Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,520 shares; 2024Q4: 113,446 shares; 2025Q1: 113,508 shares; 2025Q2: 113,266 shares; 2025Q3: 111,817 shares 111,817$5.33M3.09%-1,449Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 16,399 shares; 2025Q1: 16,334 shares; 2025Q2: 16,317 shares; 2025Q3: 16,236 shares 16,236$5.33M3.09%-81Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,396 shares; 2024Q4: 200,866 shares; 2025Q1: 199,814 shares; 2025Q2: 197,138 shares; 2025Q3: 195,003 shares 195,003$4.54M2.63%-2,135Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 21,243 shares; 2025Q1: 21,088 shares; 2025Q2: 21,027 shares; 2025Q3: 21,026 shares 21,026$4.4M2.55%-1Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,981 shares; 2024Q4: 107,781 shares; 2025Q1: 105,555 shares; 2025Q2: 105,162 shares; 2025Q3: 102,944 shares 102,944$3.44M1.99%-2,218Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,026 shares; 2024Q4: 64,947 shares; 2025Q1: 64,291 shares; 2025Q2: 66,557 shares; 2025Q3: 66,088 shares 66,088$3.27M1.89%-469Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,460 shares; 2024Q4: 33,447 shares; 2025Q1: 33,451 shares; 2025Q2: 33,433 shares; 2025Q3: 33,304 shares 33,304$2.69M1.56%-129Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,484 shares; 2024Q4: 45,558 shares; 2025Q1: 45,596 shares; 2025Q2: 44,721 shares; 2025Q3: 44,239 shares 44,239$2.65M1.54%-482Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,627 shares; 2024Q4: 79,683 shares; 2025Q1: 79,829 shares; 2025Q2: 79,624 shares; 2025Q3: 78,294 shares 78,294$2.32M1.34%-1,330Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,752 shares; 2024Q4: 37,575 shares; 2025Q1: 33,926 shares; 2025Q2: 30,405 shares; 2025Q3: 29,319 shares 29,319$1.93M1.12%-1,086Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,495 shares; 2024Q4: 43,145 shares; 2025Q1: 43,173 shares; 2025Q2: 42,116 shares; 2025Q3: 39,590 shares 39,590$1.85M1.07%-2,526Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,357 shares; 2024Q4: 20,536 shares; 2025Q1: 20,471 shares; 2025Q2: 19,622 shares; 2025Q3: 19,530 shares 19,530$1.57M0.91%-92Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 16,311 shares; 2025Q1: 16,415 shares; 2025Q2: 17,455 shares; 2025Q3: 19,705 shares 19,705$1.47M0.85%+2,250Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,036 shares; 2024Q4: 50,150 shares; 2025Q1: 48,411 shares; 2025Q2: 50,889 shares; 2025Q3: 49,487 shares 49,487$1.33M0.77%-1,402Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,396 shares; 2024Q4: 282,308 shares; 2025Q1: 282,920 shares; 2025Q2: 55,159 shares; 2025Q3: 54,301 shares 54,301$1.3M0.75%-858Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 17,734 shares; 2025Q1: 17,735 shares; 2025Q2: 17,737 shares; 2025Q3: 17,733 shares 17,733$1.04M0.6%-4Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,522 shares; 2024Q4: 14,926 shares; 2025Q1: 14,969 shares; 2025Q2: 15,378 shares; 2025Q3: 15,367 shares 15,367$1.03M0.6%-11Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 23,799 shares; 2025Q1: 23,147 shares; 2025Q2: 22,993 shares; 2025Q3: 22,796 shares 22,796$939K0.54%-197Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,636 shares; 2025Q1: 9,697 shares; 2025Q2: 10,851 shares; 2025Q3: 15,247 shares 15,247$872K0.51%+4,396Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares 1,149$769K0.45%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares 5,220$620K0.36%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$429K0.25%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,350 shares; 2025Q1: 4,351 shares; 2025Q2: 4,338 shares; 2025Q3: 4,314 shares 4,314$394K0.23%-24Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares 975$286K0.17%0Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,931 shares; 2025Q1: 10,989 shares; 2025Q2: 10,714 shares; 2025Q3: 10,805 shares 10,805$279K0.16%+91Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 11,176 shares; 2025Q1: 11,176 shares; 2025Q2: 11,178 shares; 2025Q3: 11,178 shares 11,178$263K0.15%0Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,103 shares; 2025Q1: 11,233 shares; 2025Q2: 10,499 shares; 2025Q3: 10,323 shares 10,323$257K0.15%-176Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares 3,580$227K0.13%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: not reported; 2025Q2: 3,339 shares; 2025Q3: 3,338 shares 3,338$218K0.13%-1Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-016430 base2025-11-13acceptance time not in the bulk data set