Skip to content
Disclosery

Strategic Financial Planning, Inc.

Follow

13F filer, CIK 1802277, PLANO, TX

Strategic Financial Planning, Inc. reported $170,912,883 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 72.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006173

Period
2026-03-31
Reported value
$171M
Holdings
40
Top 10 weight
72.02%
New
29
Sold out
28

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGnew+861,289$21.6M
AVDEnew+633,360$18.4M
AVSDnew+310,632$16.8M
AVEMnew+351,728$16.1M
AVDVnew+481,154$10.3M

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
SCHBexited-939,186-$24.6M
SCHAexited-704,165-$20.1M
VWOexited-312,660-$16.8M
SPDWexited-371,396-$16.5M
VSSexited-78,498-$11.2M

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, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-006173, largest first. % of portfolio is the value over $170,912,883, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861,289 shares 861,289$21.6M12.65%newTimeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633,360 shares 633,360$18.4M10.78%newTimeline
AVSDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,632 shares 310,632$16.8M9.82%newTimeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 351,728 shares 351,728$16.1M9.39%newTimeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,026 shares; 2024Q4: 64,947 shares; 2025Q1: 64,291 shares; 2025Q2: 66,557 shares; 2025Q3: 66,088 shares; 2025Q4: 69,126 shares; 2026Q1: 77,210 shares 77,210$11.2M6.58%+8,084Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481,154 shares 481,154$10.3M6.05%newTimeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,814 shares 200,814$9.7M5.68%newTimeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,077 shares 161,077$7.53M4.4%newTimeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,897 shares 240,897$6.26M3.66%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,987 shares 15,987$5.13M3%newTimeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,897 shares; 2026Q1: 114,206 shares 114,206$5.09M2.98%+96,309Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193,975 shares 193,975$4.8M2.81%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,979 shares 20,979$4.32M2.53%newTimeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,259 shares 30,259$3.78M2.21%newTimeline
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,186 shares 68,186$3.28M1.92%new
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 16,311 shares; 2025Q1: 16,415 shares; 2025Q2: 17,455 shares; 2025Q3: 19,705 shares; 2025Q4: 19,592 shares; 2026Q1: 90,043 shares 90,043$2.97M1.74%+70,451Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,315 shares 41,315$2.65M1.55%newTimeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,143 shares 66,143$2.05M1.2%newTimeline
EMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,493 shares 26,493$1.85M1.08%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,650 shares 37,650$1.77M1.03%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,237 shares 21,237$1.68M0.98%newTimeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,343 shares 19,343$1.62M0.95%newTimeline
CVSBMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,704 shares 50,704$1.35M0.79%newTimeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,578 shares 55,578$1.31M0.76%newTimeline
HUMANKIND BENEFIT CORPORATIOHUMANKIND BENEFIT CORPORATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,943 shares 19,943$1.18M0.69%new
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,963 shares 15,963$1.18M0.69%newTimeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,103 shares; 2025Q1: 11,233 shares; 2025Q2: 10,499 shares; 2025Q3: 10,323 shares; 2025Q4: 10,352 shares; 2026Q1: 15,798 shares 15,798$1.04M0.61%+5,446Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,828 shares 15,828$937K0.55%newTimeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,670 shares 22,670$926K0.54%newTimeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 1,149 shares 1,149$750K0.44%-2,431Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,752 shares; 2024Q4: 37,575 shares; 2025Q1: 33,926 shares; 2025Q2: 30,405 shares; 2025Q3: 29,319 shares; 2025Q4: 29,231 shares; 2026Q1: 5,107 shares 5,107$635K0.37%-24,124Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 11,176 shares; 2025Q1: 11,176 shares; 2025Q2: 11,178 shares; 2025Q3: 11,178 shares; 2025Q4: 11,177 shares; 2026Q1: 20,272 shares 20,272$418K0.24%+9,095Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 662 shares 662$396K0.23%-487Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,357 shares; 2024Q4: 20,536 shares; 2025Q1: 20,471 shares; 2025Q2: 19,622 shares; 2025Q3: 19,530 shares; 2025Q4: 19,403 shares; 2026Q1: 3,864 shares 3,864$343K0.2%-15,539Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,988 shares 10,988$282K0.16%newTimeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975$280K0.16%newTimeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,360 shares 10,360$257K0.15%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,176 shares 11,176$253K0.15%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: not reported; 2025Q2: 3,339 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,580 shares 3,580$233K0.14%+242Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,107 shares; 2026Q1: 3,338 shares 3,338$225K0.13%-1,769Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHBSCHWAB STRATEGIC TR939,186$24.6Mshares
SCHASCHWAB STRATEGIC TR704,165$20.1Mshares
VWOVANGUARD INTL EQUITY INDEX F312,660$16.8Mshares
SPDWSPDR INDEX SHS FDS371,396$16.5Mshares
VSSVANGUARD INTL EQUITY INDEX F78,498$11.2Mshares
SCHHSCHWAB STRATEGIC TR483,962$10.1Mshares
SPSMSPDR SERIES TRUST178,434$8.36Mshares
SCHCSCHWAB STRATEGIC TR170,239$7.75Mshares
SCYBSCHWAB STRATEGIC TR237,534$6.28Mshares
VTIVANGUARD INDEX FDS16,166$5.42Mshares
VNQIVANGUARD INTL EQUITY INDEX F117,551$5.4Mshares
SCHFSCHWAB STRATEGIC TR195,099$4.69Mshares
VXFVANGUARD INDEX FDS21,020$4.4Mshares
SCHESCHWAB STRATEGIC TR101,832$3.34Mshares
VEAVANGUARD TAX-MANAGED FDS44,199$2.76Mshares
SPTMSPDR SERIES TRUST33,307$2.75Mshares
SCHMSCHWAB STRATEGIC TR74,880$2.25Mshares
SPEMSPDR INDEX SHS FDS39,233$1.84Mshares
SCHPSCHWAB STRATEGIC TR50,746$1.34Mshares
SPHYSPDR SERIES TRUST54,972$1.31Mshares
VWOBVANGUARD WHITEHALL FDS16,042$1.08Mshares
SPMDSPDR SERIES TRUST17,904$1.04Mshares
USRTISHARES TR17,737$1.01Mshares
LEMBISHARES INC23,308$967Kshares
VOOVANGUARD INDEX FDS662$415Kshares
VNQVANGUARD INDEX FDS4,315$382Kshares
VOVANGUARD INDEX FDS975$283Kshares
SPABSPDR SERIES TRUST10,928$281Kshares

How Q1 2026 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 0001214659-26-006173 base2026-05-14acceptance time not in the bulk data set