§ 13F · FUND PROFILE
Strategic Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 38Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$148M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 861K | $22M | 12.6% | NEW |
| 2 | AVDE | AMERICAN CENTY ETF TR | 633K | $18M | 10.8% | NEW |
| 3 | AVSD | AMERICAN CENTY ETF TR | 311K | $17M | 9.8% | NEW |
| 4 | AVEM | AMERICAN CENTY ETF TR | 352K | $16M | 9.4% | NEW |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 77K | $11M | 6.6% | +12% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 481K | $10M | 6.0% | NEW |
| 7 | AVUS | AMERICAN CENTY ETF TR | 201K | $10M | 5.7% | NEW |
| 8 | BBUS | J P MORGAN EXCHANGE-TRADED F | 161K | $8M | 4.4% | NEW |
| 9 | AVSE | AMERICAN CENTY ETF TR | 241K | $6M | 3.7% | NEW |
| 10 | HPQ | HP INC | 16K | $5M | 3.0% | NEW |
§ 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 $173 million in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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