Strategic Financial Planning, Inc.

Portfolio Overview

Strategic Financial Planning, Inc. disclosed 40 positions worth $170.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 22. The portfolio is most concentrated in Other (92.7% of disclosed assets). All figures are sourced directly from Strategic Financial Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 1802277.

• ISHARES TR

  —

  Quality

  $21.6M861,289 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $18.4M633,360 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $16.8M310,632 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $16.1M351,728 sh

• VANGUARD CHARLOTTE FDS

  —

  Quality

  $11.2M77,210 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $10.3M481,154 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $9.7M200,814 sh

• J P MORGAN EXCHANGE-TRADED F

  —

  Quality

  $7.5M161,077 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $6.3M240,897 sh
• 

  HP INC

  $HPQ

  58.9

  Quality

  $5.1M15,987 sh

Company	Quality	Value	Shares
ISHARES TR	—	$21.6M	861,289
AMERICAN CENTY ETF TR	—	$18.4M	633,360
AMERICAN CENTY ETF TR	—	$16.8M	310,632
AMERICAN CENTY ETF TR	—	$16.1M	351,728
VANGUARD CHARLOTTE FDS	—	$11.2M	77,210
AMERICAN CENTY ETF TR	—	$10.3M	481,154
AMERICAN CENTY ETF TR	—	$9.7M	200,814
J P MORGAN EXCHANGE-TRADED F	—	$7.5M	161,077
AMERICAN CENTY ETF TR	—	$6.3M	240,897
HP INC$HPQ	58.9	$5.1M	15,987

Showing top 10 of 40 holdings.

Full Holdings — Strategic Financial Planning, Inc. (Q1 2026)

All 40 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR	$21.6M	12.7%	NEW	—
2	—	AMERICAN CENTY ETF TR	$18.4M	10.8%	NEW	—
3	—	AMERICAN CENTY ETF TR	$16.8M	9.8%	NEW	—
4	—	AMERICAN CENTY ETF TR	$16.1M	9.4%	NEW	—
5	—	VANGUARD CHARLOTTE FDS	$11.2M	6.6%	+12%	—
6	—	AMERICAN CENTY ETF TR	$10.3M	6.0%	NEW	—
7	—	AMERICAN CENTY ETF TR	$9.7M	5.7%	NEW	—
8	—	J P MORGAN EXCHANGE-TRADED F	$7.5M	4.4%	NEW	—
9	—	AMERICAN CENTY ETF TR	$6.3M	3.7%	NEW	—
10	$HPQ	HP INC	$5.1M	3.0%	NEW	58.9
11	—	BNY MELLON ETF TRUST	$5.1M	3.0%	+538%	—
12	—	AMERICAN CENTY ETF TR	$4.8M	2.8%	NEW	—
13	$FBTC	Fidelity Wise Origin Bitcoin Fund	$4.3M	2.5%	NEW	—
14	—	SPDR SER TR	$3.8M	2.2%	-9%	—
15	—	INVESTMENT MANAGERS SER TR I	$3.3M	1.9%	NEW	—
16	—	VANGUARD BD INDEX FD INC	$3.0M	1.7%	+360%	—
17	—	SPDR SER TR	$2.6M	1.6%	+24%	—
18	—	MORGAN STANLEY ETF TRUST	$2.0M	1.2%	NEW	—
19	—	ISHARES TR	$1.8M	1.1%	+640%	—
20	—	ISHARES TR	$1.8M	1.0%	+952%	—
21	—	VANGUARD WORLD FD	$1.7M	1.0%	NEW	—
22	$HPE	Hewlett Packard Enterprise Co	$1.6M	0.9%	NEW	52.5
23	—	MORGAN STANLEY ETF TRUST	$1.3M	0.8%	NEW	—
24	—	MORGAN STANLEY ETF TRUST	$1.3M	0.8%	NEW	—
25	—	HUMANKIND BENEFIT CORPORATIO	$1.2M	0.7%	NEW	—
26	—	VANECK VECTORS ETF TR	$1.2M	0.7%	NEW	—
27	—	SPDR SER TR	$1.0M	0.6%	+53%	—
28	—	DBX ETF TR	$936,843	0.6%	+42%	—
29	$ES	EVERSOURCE ENERGY	$925,889	0.5%	NEW	67
30	—	ISHARES TR	$750,224	0.4%	-68%	—
31	—	ISHARES INC	$634,833	0.4%	-83%	—
32	—	DBX ETF TR	$418,405	0.2%	+81%	—
33	—	ISHARES TR	$395,578	0.2%	-42%	—
34	—	ISHARES TR	$342,723	0.2%	-80%	—
35	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$281,509	0.2%	NEW	66.7
36	—	ISHARES TR	$280,060	0.2%	-73%	—
37	—	ISHARES TR	$256,927	0.1%	+189%	—
38	$IBIT	iShares Bitcoin Trust ETF	$252,532	0.1%	NEW	—
39	—	ISHARES TR	$233,022	0.1%	+7%	—
40	—	ISHARES TR	$225,421	0.1%	-35%	—