Strategic Planning, Inc.
CIK 0001925220 · COLUMBUS, OH · Quarter end: 2026-03-31 · Filed on: 2026-05-18 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$199.3M
2026 Q1
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.6%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
AMZN
AMAZON.COM INC
11.9%
DOW
DOW INC
10.8%
AAPL
APPLE INC
10.2%
NVDA
NVIDIA CORP
7.5%
MSFT
MICROSOFT CORP
6.0%
CVS
CVS HEALTH CORP
5.3%
F
FORD MTR CO DEL
5.0%
KHC
KRAFT HEINZ CO
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.