Strategic Financial Planning, Inc.
Net seller this quarter
$192M
4
-$3.32M
2.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IDEV | $1.7M | 0.89% | Not reported | +393.4% | Q2 2022 |
 SPMD | $1.39M | 0.73% | Not reported | Not reported | Q4 2020 |
| USRT | $1.05M | 0.55% | Not reported | Not reported | Q2 2022 |
| SPAB | $283K | 0.15% | Not reported | Not reported | Q3 2022 |
| Q1 2026 | |||||
 HPQ | $5.13M | 3.00% | 0.00% | New | Q1 2026 |
 FBTC | $4.32M | 2.53% | 0.01% | New | Q1 2026 |
 HPE | $1.62M | 0.95% | 0.00% | New | Q1 2026 |
 ES | $926K | 0.54% | 0.01% | New | Q1 2026 |
| IDEV | $343K | 0.20% | Not reported | -80.1% | Q2 2022 |
 IBM | $282K | 0.16% | 0.00% | New | Q1 2026 |
| IBIT | $253K | 0.15% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| IDEV | $1.6M | 0.91% | Not reported | -0.7% | Q2 2022 |
| SPMD | $1.04M | 0.59% | Not reported | +17.4% | Q4 2020 |
| USRT | $1.01M | 0.57% | Not reported | 0.0% | Q2 2022 |
| SPAB | $281K | 0.16% | Not reported | +1.1% | Q3 2022 |
| Q3 2025 | |||||
| IDEV | $1.57M | 0.91% | Not reported | -0.5% | Q2 2022 |
| USRT | $1.04M | 0.60% | Not reported | 0.0% | Q2 2022 |
| SPMD | $872K | 0.51% | Not reported | +40.5% | Q4 2020 |
| SPAB | $279K | 0.16% | Not reported | +0.9% | Q3 2022 |