Strategic Financial Planning, Inc.
•CIK: 1802277•Filing: Q4 2025
**Strategic Financial Planning, Inc.** manages $176M across a diversified portfolio of 39 positions. The fund exhibits a notable allocation to broad market exposure, with top holdings including SCHB ($24.6M) and SCHA ($20.1M). Significant international and sector tilts are evident, highlighted by substantial positions in VWO ($16.8M) and SPDW ($16.5M). This structure suggests a core mandate focused on capturing broad market growth while tactically overweighting specific global and sector segments.
Total AUM
$175.8M
QoQ Performance
+1.8%
Positions
14
Top 10 Concentration
72.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
SCHA
VWO
SPDW
VSS
SCHH
SCHB14.0%
SCHA11.4%
VWO9.6%
SPDW9.4%
VSS6.4%
SCHH5.8%
SPSM4.8%
SCHC4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.3%
ETF0.7%
Changes from Q3 2025
NEW1 new position
↑19 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023