StockDriftsStockDriftsTop 41 Strategic Financial Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 12.72% | 841.4K | $24.4M | new | $14.48(+107.22%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 11.42% | 605.5K | $21.9M | new | $19.77(+80.71%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.82% | 315.4K | $18.8M | new | $41.87(+44.23%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 9.26% | 352.2K | $17.7M | new | $30.93(+68.75%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 6.53% | 217.0K | $12.5M | new | $39.05(+49.27%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 6.28% | 78.2K | $12.0M | new | $106.43(+50.27%) | 2026-06-30 | |
| SCHH | SCHWAB STRATEGIC TR | 6.17% | 499.4K | $11.8M | new | $21.26(+12.60%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 4.03% | 160.4K | $7.7M | new | $33.54(+52.67%) | 2026-06-30 | |
| SCYB | SCHWAB STRATEGIC TR | 3.2% | 234.4K | $6.1M | new | $26.35(-1.05%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.08% | 15.9K | $5.9M | new | $188.44(+103.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.58% | +42.67% | +4.13% | +22.44% |
| Top 20 Holdings Unweighted | +12.49% | +42.35% | +4.13% | +22.41% |
Strategic Financial Planning INC reports $191.57M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (12.7%), SCHA (11.4%) and VWO (9.8%). The top 20 holdings account for 91.2% of reported assets. Its disclosed equity book has returned +42.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Financial Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802277). View Strategic Financial Planning INC’s 13F filings on SEC