Strategic Financial Planning, Inc.

CIK 0001802277 · Q2 2026

13F Equity AUM

$191.6M

+12.1% QoQ

Positions

+1 QoQ

AUM Rank

#8,251

Top 66%

Skill Alpha (FF)

-4.5%/yr

Underperformer

Rank #7,233 · Top 88%

vs S&P -5.7%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 49.8%Top 10: 72.5%Top 20: 91.2%

SCHB12.7%

SCHA11.4%

VWO9.8%

SPDW9.3%

SPSM6.5%

VSS6.3%

SCHH6.2%

SCHC4.0%

SCYB3.2%

VTI3.1%

Others (31)27.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 41Median: 1.01%Avg: 2.44%

0–0.5%

13(3.0%)

0.5–1%

7(4.8%)

1–3%

11(19.7%)

3–5%

3(10.3%)

5%+

7(62.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 41vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New29Increased5Decreased7Exited28

New Positions

SCHB12.7%

+841K

SCHA11.4%

+606K

VWO9.8%

+315K

SPDW9.3%

+352K

SPSM6.5%

+217K

VSS6.3%

+78K

SCHH6.2%

+499K

SCHC4.0%

+160K

SCYB3.2%

+234K

VTI3.1%

+16K

Increased

IEMG1.1%

+20K(+396%)

IDEV0.9%

+15K(+393%)

ISCB0.1%

+2K(+212%)

IJR0.4%

+2K(+53%)

IVV0.5%

+487(+74%)

Decreased

BKLC2.4%

-82,179(-72%)

BND0.6%

-73,919(-82%)

EBND0.2%

-20,742(-50%)

HAUZ0.1%

-9,095(-45%)

BNDX1.8%

-7,679(-10%)

HYMB0.1%

-5,438(-34%)

IJH0.1%

-242(-7%)

Exited

-861,289

-633,360

-310,632

-351,728

-481,154

-200,814

-161,077

-240,897

-15,987

-193,975

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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