Institutional Fund
Strategic Financial Planning, Inc.
Plano, TXCIK 18022775 filings on record
Portfolio Value
$170.91M
Q1 2026
Holdings
40
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-2.8%
from $175.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.6%
- American Centy ETF Tr10.8%
- American Centy ETF Tr9.8%
- American Centy ETF Tr9.4%
- Vanguard Charlotte Fds6.6%
- American Centy ETF Tr6.0%
- Other44.7%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 861.3K | $21.62M | 12.6% | +861.3K | New |
| 2 | American Centy ETF Tr | 633.4K | $18.42M | 10.8% | +633.4K | New |
| 3 | American Centy ETF Tr | 310.6K | $16.79M | 9.8% | +310.6K | New |
| 4 | American Centy ETF Tr | 351.7K | $16.05M | 9.4% | +351.7K | New |
| 5 | Vanguard Charlotte Fds | 77.2K | $11.25M | 6.6% | +8.1K | Added |
| 6 | American Centy ETF Tr | 481.2K | $10.34M | 6.0% | +481.2K | New |
| 7 | American Centy ETF Tr | 200.8K | $9.70M | 5.7% | +200.8K | New |
| 8 | J P Morgan Exchange Traded F | 161.1K | $7.53M | 4.4% | +161.1K | New |
| 9 | American Centy ETF Tr | 240.9K | $6.26M | 3.7% | +240.9K | New |
| 10 | Hp Inc | 16.0K | $5.13M | 3.0% | +16.0K | New |
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