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Strategic Financial Planning, Inc.

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13F filer, CIK 1802277, PLANO, TX

Strategic Financial Planning, Inc. reported $191,566,170 across 41 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010179

Period
2026-06-30
Reported value
$192M
Holdings
41
Top 10 weight
72.51%
New
29
Sold out
28

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHBnew+841,398$24.4M
SCHAnew+605,509$21.9M
VWOnew+315,363$18.8M
SPDWnew+352,236$17.7M
SPSMnew+217,032$12.5M

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
AGGexited-861,289-$21.6M
AVDEexited-633,360-$18.4M
AVSDexited-310,632-$16.8M
AVEMexited-351,728-$16.1M
BKLCreduced-82,179-$11.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010179, largest first. % of portfolio is the value over $191,566,170, 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; 2024Q3: 322,970 shares; 2024Q4: 948,246 shares; 2025Q1: 950,892 shares; 2025Q2: 982,798 shares; 2025Q3: 1,043,292 shares; 2025Q4: 939,186 shares; 2026Q1: not reported; 2026Q2: 841,398 shares 841,398$24.4M12.72%newTimeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,690 shares; 2024Q4: 760,942 shares; 2025Q1: 761,450 shares; 2025Q2: 762,757 shares; 2025Q3: 741,711 shares; 2025Q4: 704,165 shares; 2026Q1: not reported; 2026Q2: 605,509 shares 605,509$21.9M11.42%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,610 shares; 2024Q4: 297,271 shares; 2025Q1: 300,929 shares; 2025Q2: 306,874 shares; 2025Q3: 309,576 shares; 2025Q4: 312,660 shares; 2026Q1: not reported; 2026Q2: 315,363 shares 315,363$18.8M9.82%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,441 shares; 2024Q4: 376,772 shares; 2025Q1: 376,383 shares; 2025Q2: 378,855 shares; 2025Q3: 367,681 shares; 2025Q4: 371,396 shares; 2026Q1: not reported; 2026Q2: 352,236 shares 352,236$17.7M9.26%newTimeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,314 shares; 2024Q4: 102,078 shares; 2025Q1: 109,160 shares; 2025Q2: 123,781 shares; 2025Q3: 143,037 shares; 2025Q4: 178,434 shares; 2026Q1: not reported; 2026Q2: 217,032 shares 217,032$12.5M6.53%newTimeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,562 shares; 2024Q4: 76,174 shares; 2025Q1: 77,219 shares; 2025Q2: 78,240 shares; 2025Q3: 77,305 shares; 2025Q4: 78,498 shares; 2026Q1: not reported; 2026Q2: 78,172 shares 78,172$12M6.28%newTimeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,033 shares; 2024Q4: 434,521 shares; 2025Q1: 441,816 shares; 2025Q2: 454,559 shares; 2025Q3: 459,451 shares; 2025Q4: 483,962 shares; 2026Q1: not reported; 2026Q2: 499,423 shares 499,423$11.8M6.17%newTimeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,228 shares; 2024Q4: 188,519 shares; 2025Q1: 186,863 shares; 2025Q2: 182,595 shares; 2025Q3: 172,602 shares; 2025Q4: 170,239 shares; 2026Q1: not reported; 2026Q2: 160,420 shares 160,420$7.72M4.03%newTimeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,009 shares; 2025Q3: 228,706 shares; 2025Q4: 237,534 shares; 2026Q1: not reported; 2026Q2: 234,403 shares 234,403$6.14M3.2%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,510 shares; 2024Q4: 16,399 shares; 2025Q1: 16,334 shares; 2025Q2: 16,317 shares; 2025Q3: 16,236 shares; 2025Q4: 16,166 shares; 2026Q1: not reported; 2026Q2: 15,925 shares 15,925$5.89M3.08%newTimeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,396 shares; 2024Q4: 200,866 shares; 2025Q1: 199,814 shares; 2025Q2: 197,138 shares; 2025Q3: 195,003 shares; 2025Q4: 195,099 shares; 2026Q1: not reported; 2026Q2: 193,304 shares 193,304$5.35M2.8%newTimeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,520 shares; 2024Q4: 113,446 shares; 2025Q1: 113,508 shares; 2025Q2: 113,266 shares; 2025Q3: 111,817 shares; 2025Q4: 117,551 shares; 2026Q1: not reported; 2026Q2: 115,681 shares 115,681$5.19M2.71%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,256 shares; 2024Q4: 21,243 shares; 2025Q1: 21,088 shares; 2025Q2: 21,027 shares; 2025Q3: 21,026 shares; 2025Q4: 21,020 shares; 2026Q1: not reported; 2026Q2: 19,511 shares 19,511$4.8M2.51%newTimeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,897 shares; 2026Q1: 114,206 shares; 2026Q2: 32,027 shares 32,027$4.59M2.4%-82,179Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 69,531 shares 69,531$3.37M1.76%-7,679Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,981 shares; 2024Q4: 107,781 shares; 2025Q1: 105,555 shares; 2025Q2: 105,162 shares; 2025Q3: 102,944 shares; 2025Q4: 101,832 shares; 2026Q1: not reported; 2026Q2: 89,994 shares 89,994$3.26M1.7%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,484 shares; 2024Q4: 45,558 shares; 2025Q1: 45,596 shares; 2025Q2: 44,721 shares; 2025Q3: 44,239 shares; 2025Q4: 44,199 shares; 2026Q1: not reported; 2026Q2: 39,004 shares 39,004$2.78M1.45%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,627 shares; 2024Q4: 79,683 shares; 2025Q1: 79,829 shares; 2025Q2: 79,624 shares; 2025Q3: 78,294 shares; 2025Q4: 74,880 shares; 2026Q1: not reported; 2026Q2: 64,900 shares 64,900$2.39M1.25%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,335 shares 25,335$2.1M1.1%+20,228Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,495 shares; 2024Q4: 43,145 shares; 2025Q1: 43,173 shares; 2025Q2: 42,116 shares; 2025Q3: 39,590 shares; 2025Q4: 39,233 shares; 2026Q1: not reported; 2026Q2: 37,476 shares 37,476$1.94M1.01%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,460 shares; 2024Q4: 33,447 shares; 2025Q1: 33,451 shares; 2025Q2: 33,433 shares; 2025Q3: 33,304 shares; 2025Q4: 33,307 shares; 2026Q1: not reported; 2026Q2: 21,240 shares 21,240$1.93M1.01%newTimeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,065 shares 19,065$1.7M0.89%+15,201Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467 shares; 2024Q4: 8,636 shares; 2025Q1: 9,697 shares; 2025Q2: 10,851 shares; 2025Q3: 15,247 shares; 2025Q4: 17,904 shares; 2026Q1: not reported; 2026Q2: 20,599 shares 20,599$1.39M0.73%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,036 shares; 2024Q4: 50,150 shares; 2025Q1: 48,411 shares; 2025Q2: 50,889 shares; 2025Q3: 49,487 shares; 2025Q4: 50,746 shares; 2026Q1: not reported; 2026Q2: 51,734 shares 51,734$1.37M0.72%newTimeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,396 shares; 2024Q4: 282,308 shares; 2025Q1: 282,920 shares; 2025Q2: 55,159 shares; 2025Q3: 54,301 shares; 2025Q4: 54,972 shares; 2026Q1: not reported; 2026Q2: 57,588 shares 57,588$1.35M0.71%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,124 shares 16,124$1.18M0.62%-73,919Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,522 shares; 2024Q4: 14,926 shares; 2025Q1: 14,969 shares; 2025Q2: 15,378 shares; 2025Q3: 15,367 shares; 2025Q4: 16,042 shares; 2026Q1: not reported; 2026Q2: 15,898 shares 15,898$1.07M0.56%newTimeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,774 shares; 2024Q4: 17,734 shares; 2025Q1: 17,735 shares; 2025Q2: 17,737 shares; 2025Q3: 17,733 shares; 2025Q4: 17,737 shares; 2026Q1: not reported; 2026Q2: 15,829 shares 15,829$1.05M0.55%newTimeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,178 shares; 2024Q4: 23,799 shares; 2025Q1: 23,147 shares; 2025Q2: 22,993 shares; 2025Q3: 22,796 shares; 2025Q4: 23,308 shares; 2026Q1: not reported; 2026Q2: 22,524 shares 22,524$954K0.5%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,149 shares 1,149$860K0.45%+487Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,107 shares 5,107$757K0.4%+1,769Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 662 shares; 2026Q1: not reported; 2026Q2: 662 shares 662$455K0.24%newTimeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,315 shares; 2026Q2: 20,573 shares 20,573$430K0.22%-20,742Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,346 shares; 2024Q4: 4,350 shares; 2025Q1: 4,351 shares; 2025Q2: 4,338 shares; 2025Q3: 4,314 shares; 2025Q4: 4,315 shares; 2026Q1: not reported; 2026Q2: 3,866 shares 3,866$373K0.19%newTimeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,579 shares 8,579$360K0.19%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900$314K0.16%newTimeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,817 shares; 2024Q4: 10,931 shares; 2025Q1: 10,989 shares; 2025Q2: 10,714 shares; 2025Q3: 10,805 shares; 2025Q4: 10,928 shares; 2026Q1: not reported; 2026Q2: 11,084 shares 11,084$283K0.15%newTimeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,580 shares 3,580$270K0.14%+2,431Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,360 shares 10,360$264K0.14%-5,438Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,338 shares 3,338$257K0.13%-242Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,177 shares 11,177$251K0.13%-9,095Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AGGISHARES TR861,289$21.6Mshares
AVDEAMERICAN CENTY ETF TR633,360$18.4Mshares
AVSDAMERICAN CENTY ETF TR310,632$16.8Mshares
AVEMAMERICAN CENTY ETF TR351,728$16.1Mshares
AVDVAMERICAN CENTY ETF TR481,154$10.3Mshares
AVUSAMERICAN CENTY ETF TR200,814$9.7Mshares
BBUSJ P MORGAN EXCHANGE TRADED F161,077$7.53Mshares
AVSEAMERICAN CENTY ETF TR240,897$6.26Mshares
HPQHP INC15,987$5.13Mshares
AVUVAMERICAN CENTY ETF TR193,975$4.8Mshares
FBTCFIDELITY WISE ORIGIN BITCOIN20,979$4.32Mshares
EMHCSPDR SERIES TRUST30,259$3.78Mshares
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I68,186$3.28Mshares
CVIEMORGAN STANLEY ETF TRUST66,143$2.05Mshares
EMXFISHARES TR26,493$1.85Mshares
EMBISHARES TR37,650$1.77Mshares
ESGVVANGUARD WORLD FD21,237$1.68Mshares
HPEHEWLETT PACKARD ENTERPRISE C19,343$1.62Mshares
CVSBMORGAN STANLEY ETF TRUST50,704$1.35Mshares
CVLCMORGAN STANLEY ETF TRUST55,578$1.31Mshares
HUMANKIND BENEFIT CORPORATIOHUMANKIND BENEFIT CORPORATIO19,943$1.18Mshares
HYDVANECK ETF TRUST15,963$1.18Mshares
HYLBDBX ETF TR15,828$937Kshares
ESEVERSOURCE ENERGY22,670$926Kshares
IBMINTERNATIONAL BUSINESS MACHS10,988$282Kshares
ITOTISHARES TR975$280Kshares
IAGGISHARES TR10,360$257Kshares
IBITISHARES BITCOIN TRUST ETF11,176$253Kshares

How Q2 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 0001214659-26-010179 base2026-08-14acceptance time not in the bulk data set