Strategic Planning, Inc.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 199,290
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/18/2026 | 54 | 199,290 | 13F-HR | Strategic Planning, Inc. |
| 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 | 193.3 K | 97.0% | 13.01 K | 0 | 13.01 K |
| ETFs | 5.987 K | 3.0% | 709 | 0 | 709 |
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Fund Snapshot
Q1 2026
Latest filed
5/18/2026
Total value ($000)
199,290
Holdings
54
QoQ value change ($000)
13,724
(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.