§ 13F · FUND PROFILE
Strategic Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160.6T (13F)Positions · 38Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 939K | $24.6T | 14.0% | −10% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 704K | $20.1T | 11.4% | −5% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 313K | $16.8T | 9.6% | +1% |
| 4 | SPDW | SPDR INDEX SHS FDS | 371K | $16.5T | 9.4% | +1% |
| 5 | VSS | VANGUARD INTL EQUITY INDEX F | 78K | $11.2T | 6.4% | +2% |
| 6 | SCHH | SCHWAB STRATEGIC TR | 484K | $10.1T | 5.8% | +5% |
| 7 | SPSM | SPDR SERIES TRUST | 178K | $8.4T | 4.8% | +25% |
| 8 | SCHC | SCHWAB STRATEGIC TR | 170K | $7.8T | 4.4% | −1% |
| 9 | SCYB | SCHWAB STRATEGIC TR | 238K | $6.3T | 3.6% | +4% |
| 10 | VTI | VANGUARD INDEX FDS | 16K | $5.4T | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Financial Planning, Inc. is a Other fund managing $160612.0 trillion in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed