Strategic Financial Planning
Strategic Financial Planning reported 41 stocks worth $192M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SCHB (12.7%), SCHA (11.4%) and VWO (9.8%). Compared with Q1 2026, the fund opened new positions in SCHB, SCHA and VWO, added to IEMG, IDEV and IVV, trimmed BKLC, BNDX and BND and sold out of AGG, AVDE and AVSD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHB Schwab US Broad Market ETF | $24.4M | 12.7% | 841K | New position | 7 of 8 | |
| 2 |  SCHA Schwab US Small Cap ETF | $21.9M | 11.4% | 606K | New position | 7 of 8 | |
| 3 |  VWO Vanguard Intl Equity Index F | $18.8M | 9.8% | 315K | New position | 7 of 8 | |
| 4 |  SPDW Spdr Developed | $17.7M | 9.3% | 352K | New position | 7 of 8 | |
| 5 |  SPSM State Street | $12.5M | 6.5% | 217K | New position | 7 of 8 | |
| 6 |  VSS Vanguard Intl Equity Index F | $12M | 6.3% | 78K | New position | 7 of 8 | |
| 7 |  SCHH Charles Schwab US REIT | $11.8M | 6.2% | 499K | New position | 7 of 8 | |
| 8 |  SCHC Schwab Strategic TR | $7.7M | 4.0% | 160K | New position | 7 of 8 | |
| 9 |  SCYB Schwab Strategic TR | $6.1M | 3.2% | 234K | New position | 4 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $5.9M | 3.1% | 16K | New position | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $21.6M | 861K |
 AVDE American Centy ETF TR | $18.4M | 633K |
 AVSD American Centy ETF TR | $16.8M | 311K |
 AVEM American Centy ETF TR | $16.1M | 352K |
 AVDV Avantis International Small Cap Value ETF | $10.3M | 481K |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Financial Planning 13F FAQ
What does Strategic Financial Planning own?
Strategic Financial Planning reported 41 stocks worth $192M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SCHB (12.7%), SCHA (11.4%) and VWO (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 5 added to, 7 trimmed and 28 sold out. New positions include SCHB, SCHA and VWO. It sold all of AGG, AVDE and AVSD.
When will Strategic Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Financial Planning's portfolio worth?
The Q2 2026 filing reports $192M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.