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Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. is an independent financial advisory firm headquartered in Plano, Texas. Founded in 2002, the firm specializes in comprehensive financial planning and wealth management for individuals and families, particularly high-net-worth clients. With a small team of dedicated professionals, Strategic Financial Planning delivers tailored investment solutions, retirement planning, and ongoing financial guidance to clients predominantly in Texas and the surrounding region.
Investment Strategy
Strategic Financial Planning, Inc. employs a client-centric investment strategy focused on diversified portfolio construction and evidence-based investing. Their approach includes comprehensive financial planning, asset allocation across equities and fixed income, active portfolio monitoring, and ongoing risk management. The firm's investment philosophy prioritizes long-term growth, capital preservation, and alignment with each client's unique financial goals, using individual securities, ETFs, and mutual funds to deliver personalized solutions.
Latest 13F Filing Activity
Strategic Financial Planning, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $161M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, SPDR Index SHS FDS among other positions. Strategic Financial Planning, Inc. reduced exposure to SPDR Ser TR, SPDR Ser TR, Ishares TR among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 14.58% | $23.4M | 982,798 | $14.38 | $23.83 | +$2.9M |
S SCHA | SCHWAB STRATEGIC TR | 12.02% | $19.3M | 762,757 | $20.37 | $25.30 | +$1.5M |
S SPDW | SPDR INDEX SHS FDS | 9.55% | $15.3M | 378,855 | $29.76 | $40.49 | +$1.6M |
V VWO | VANGUARD INTL EQUITY INDEX F | 9.45% | $15.2M | 306,874 | $39.94 | $49.46 | +$1.6M |
V VSS | VANGUARD INTL EQUITY INDEX F | 6.55% | $10.5M | 78,240 | $98.12 | $134.39 | +$1.6M |
Industry Allocation
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