Strategic Financial Planning, Inc. 13F Holdings · Q2 2026
Strategic Financial Planning, Inc. reported 41 securities worth $191.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHB (12.72%), SCHA (11.42%), VWO (9.82%). Among its top 25 positions this quarter: 21 new, 2 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $24.4M | 12.72% | 841,398 | New |
| 2 | SCHA | SCHWAB STRATEGIC TR | $21.9M | 11.42% | 605,509 | New |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $18.8M | 9.82% | 315,363 | New |
| 4 | SPDW | SPDR INDEX SHS FDS | $17.7M | 9.26% | 352,236 | New |
| 5 | SPSM | SPDR SERIES TRUST | $12.5M | 6.53% | 217,032 | New |
| 6 | VSS | VANGUARD INTL EQUITY INDEX F | $12.0M | 6.28% | 78,172 | New |
| 7 | SCHH | SCHWAB STRATEGIC TR | $11.8M | 6.17% | 499,423 | New |
| 8 | SCHC | SCHWAB STRATEGIC TR | $7.7M | 4.03% | 160,420 | New |
| 9 | SCYB | SCHWAB STRATEGIC TR | $6.1M | 3.20% | 234,403 | New |
| 10 | VTI | VANGUARD INDEX FDS | $5.9M | 3.08% | 15,925 | New |
| 11 | SCHF | SCHWAB STRATEGIC TR | $5.4M | 2.80% | 193,304 | New |
| 12 | VNQI | VANGUARD INTL EQUITY INDEX F | $5.2M | 2.71% | 115,681 | New |
| 13 | VXF | VANGUARD INDEX FDS | $4.8M | 2.51% | 19,511 | New |
| 14 | BKLC | BNY MELLON ETF TRUST | $4.6M | 2.40% | 32,027 | Trimmed |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $3.4M | 1.76% | 69,531 | Trimmed |
| 16 | SCHE | SCHWAB STRATEGIC TR | $3.3M | 1.70% | 89,994 | New |
| 17 | VEA | VANGUARD TAX MANAGED INTL FD | $2.8M | 1.45% | 39,004 | New |
| 18 | SCHM | SCHWAB STRATEGIC TR | $2.4M | 1.25% | 64,900 | New |
| 19 | IEMG | ISHARES INC | $2.1M | 1.10% | 25,335 | Added |
| 20 | SPEM | SPDR INDEX SHS FDS | $1.9M | 1.01% | 37,476 | New |
| 21 | SPTM | SPDR SER TR | $1.9M | 1.01% | 21,240 | New |
| 22 | IDEV | ISHARES TR | $1.7M | 0.89% | 19,065 | Added |
| 23 | SPMD | SPDR SER TR | $1.4M | 0.73% | 20,599 | New |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.4M | 0.72% | 51,734 | New |
| 25 | SPHY | SPDR SER TR | $1.4M | 0.71% | 57,588 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR