Strategic Financial Planning, Inc. - Q42025 Holdings

Strategic Financial Planning, Inc. holds 39 stocks with a total portfolio value of $ 175.76M as of Q42025. In Q42025, Strategic Financial Planning, Inc. added 1 new position, increased stakes in 19 stocks, reduced 15 holdings, and fully exited 0 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 14.02% of the total portfolio.