Strategic Financial Planning, Inc.

Q3 2025 13F-HR Holdings

Location
Plano, TX
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
38
Total value ($000)
$172,576
Net value change ($000)
+11,964 (7.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 3,403 14.5%
VWO 1,592 10.5%
SCHA 1,396 7.2%
SPSM 1,352 25.6%
VSS 504 4.8%
SCYB 407 7.1%
SPDW 392 2.6%
VTI 369 7.4%
VXF 350 8.6%
SCHH 292 3.0%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -27 -0.8%
SCHP -24 -1.8%
SPHY -13 -1.0%
HYMB -3 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type