Strategic Financial Planning, Inc. reported 6 positions worth $12.52M for the quarter ended Mar 31, 2026. Its largest holding is Hp Inc at 41% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HPQ Hp Inc | Technology | 16.0K | $5.13M | 40.95% | – | – | – | 0% |
| 2 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 21.0K | $4.32M | 34.48% | – | – | – | 0.01% |
| 3 | HPE Hewlett Packard Enterprise Co | Technology | 19.3K | $1.62M | 12.91% | – | – | – | 0% |
| 4 | ES Eversource Energy | Utilities | 22.7K | $925.89K | 7.39% | – | – | – | 0.01% |
| 5 | IBM International Business Machines Corp | Technology | 11.0K | $281.51K | 2.25% | – | – | – | 0% |
| 6 | IBIT iShares Bitcoin Trust ETF | Others | 11.2K | $252.53K | 2.02% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Strategic Financial Planning.
As of its Q1 2026 13F filing, Strategic Financial Planning, Inc.’s five largest positions were Hp Inc (HPQ) at 41.0%, Fidelity Wise Origin Bitcoin Fund (FBTC) at 34.5%, Hewlett Packard Enterprise Co (HPE) at 12.9%, Eversource Energy (ES) at 7.4%, International Business Machines Corp (IBM) at 2.2% of the reported portfolio.
Strategic Financial Planning, Inc. reported a 13F portfolio worth $12.52M across 6 positions for Q1 2026.
From the Form 13F-HR reports Strategic Financial Planning, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.