Strategic Financial Planning, Inc. - Portfolio Stock Holdings
Strategic Financial Planning, Inc. disclosed 68 stock positions in a recent SEC 13F filing. $188,647,353 of stock holdings were filed, with the largest holdings including SCHB, SCHA, and VWO. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $220,634,704 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$188,647,353Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Financial Planning, Inc.
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