Strategic Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$170,913
Net value change ($000)
-4,846 (-2.8%)
New positions
29
Sold out positions
28
Turnover %
181.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AGG 21,618 NEW
AVDE 18,418 NEW
AVSD 16,787 NEW
AVEM 16,054 NEW
AVDV 10,339 NEW
AVUS 9,703 NEW
BNDX 7,899 235.8%
BBUS 7,525 NEW
AVSE 6,263 NEW
HPQ 5,129 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHB -24,635 -100.0%
SCHA -20,055 -100.0%
VWO -16,806 -100.0%
SPDW -16,492 -100.0%
VSS -11,250 -100.0%
SCHH -10,112 -100.0%
SPSM -8,361 -100.0%
SCHC -7,751 -100.0%
SCYB -6,276 -100.0%
VTI -5,420 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type