Strategic Financial Planning, Inc. - Q12026 Holdings

Strategic Financial Planning, Inc. holds 40 stocks with a total portfolio value of $ 170.91M as of Q12026. In Q12026, Strategic Financial Planning, Inc. added 29 new positions, increased stakes in 6 stocks, reduced 5 holdings, and fully exited 28 positions. The largest holding is Ishares Tr (AGG), representing 12.65% of the total portfolio.