Strategic Financial Planning, Inc. ETF holdings
Plano, TX
Reported $191.6M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$191.6M
ETFs held
41
Change from prior quarter
+20.9%
With price moves
ETFs as a share of its 13F
100.0%
of $191.6M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $24.4M | 841,398 | New position |
| SCHA | Schwab U.S. Small-Cap ETF | $21.9M | 605,509 | New position |
| VWO | Vanguard FTSE Emerging Markets ETF | $18.8M | 315,363 | New position |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $17.7M | 352,236 | New position |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $12.5M | 217,032 | New position |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $12.0M | 78,172 | New position |
| SCHH | Schwab U.S. REIT ETF | $11.8M | 499,423 | New position |
| SCHC | Schwab International Small-Cap Equity ETF | $7.7M | 160,420 | New position |
| SCYB | Schwab High Yield Bond ETF | $6.1M | 234,403 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.9M | 15,925 | New position |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802277. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Strategic Financial Planning, Inc. own?
Strategic Financial Planning, Inc. reported 41 ETF positions worth $191.6M in its Form 13F for June 30, 2026. The largest was SCHB, at $24.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.