Strategic Planning, Inc.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 185,566
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 52 | 185,566 | 13F-HR | Strategic Planning, Inc. |
| Q3 2025 | 10/20/2025 | 54 | 172,819 | 13F-HR | Strategic Planning, Inc. |
| Q2 2025 | 10/20/2025 | 51 | 166,995 | 13F-HR | Strategic Planning, Inc. |
| Q1 2025 | 7/14/2025 | 57 | 177,257 | 13F-HR | Strategic Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 180.3 K | 97.2% | 7.474 K | 0 | 7.474 K |
| ETFs | 5.278 K | 2.8% | 5.278 K | 0 | 5.278 K |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
185,566
Holdings
52
QoQ value change ($000)
12,747
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.