Strategic Financial Planning, Inc.

Q2 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$191,566
Net value change ($000)
+20,653 (12.1%)
New positions
28
Sold out positions
28
Turnover %
167.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 24,367 NEW
SCHA 21,872 NEW
VWO 18,813 NEW
SPDW 17,744 NEW
SPSM 12,516 NEW
VSS 12,034 NEW
SCHH 11,817 NEW
SCHC 7,719 NEW
SCYB 6,137 NEW
VTI 5,892 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGG -21,618 -100.0%
AVDE -18,418 -100.0%
AVSD -16,787 -100.0%
AVEM -16,054 -100.0%
AVDV -10,339 -100.0%
AVUS -9,703 -100.0%
BNDX -7,881 -70.1%
BBUS -7,525 -100.0%
AVSE -6,263 -100.0%
HPQ -5,129 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type