# EDGAR Filing Document

**Accession Number:** 0001925220
**File Stem:** 0001213900-25-100168
**Filing Date:** 2025-10
**Character Count:** 10004
**Document Hash:** b45471134ed6e98650fb11ec5a15cbda
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001213900-25-100168.hdr.sgml**: 20251020

**ACCESSION NUMBER**: 0001213900-25-100168

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251020

**DATE AS OF CHANGE**: 20251020

**EFFECTIVENESS DATE**: 20251020

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Strategic Planning, Inc.
- **CENTRAL INDEX KEY:** 0001925220

**ORGANIZATION NAME:**
- **EIN:** 311670502
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25653
- **FILM NUMBER:** 251402431

**BUSINESS ADDRESS:**
- **STREET 1:** 7730 OLENTANGY RIVER ROAD
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43235
- **BUSINESS PHONE:** 6148020170

**MAIL ADDRESS:**
- **STREET 1:** 7730 OLENTANGY RIVER ROAD
- **STREET 2:** SUITE 200
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43235

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Strategic Planning Inc.<br>**Address:** 7730 OLENTANGY RIVER ROAD<br>SUITE 200<br>Columbus, OH 43235

**Form 13F File Number:** 028-25653

**CRD Number (if applicable):** 000139648

**SEC File Number (if applicable):** 801-110105

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brent P. Nicks<br>**Title:** CCO<br>**Phone:** 334-500-4817

**Signature, Place, and Date of Signing:**

/s/ Brent P. Nicks  Wilmington, NC  10-20-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $172819293

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| TELADOC HEALTH INC | COMMON STOCK | 87918A105 |  | 92760 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| FIRST ACCEP CORP | COMMON STOCK | 318457108 |  | 199589 | 56429 | SH |  | SOLE |  | 0 | 0 | 56429 |
| MCKESSON CORP | COMMON STOCK | 58155Q103 |  | 202980 | 263 | SH |  | SOLE |  | 0 | 0 | 263 |
| TRX GOLD CORP          F | COMMON STOCK | 87283P109 |  | 205346 | 329133 | SH |  | SOLE |  | 0 | 0 | 329133 |
| PVH CORP | COMMON STOCK | 693656100 |  | 221480 | 2644 | SH |  | SOLE |  | 0 | 0 | 2644 |
| CITIGROUP INC | COMMON STOCK | 172967424 |  | 227105 | 2237 | SH |  | SOLE |  | 0 | 0 | 2237 |
| BORGWARNER INC | COMMON STOCK | 099724106 |  | 233420 | 5310 | SH |  | SOLE |  | 0 | 0 | 5310 |
| BOEING CO | COMMON STOCK | 097023105 |  | 238924 | 1107 | SH |  | SOLE |  | 0 | 0 | 1107 |
| FORTINET INC | COMMON STOCK | 34959E109 |  | 240889 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| THE TRADE DESK INC      CLASS            CLASS A | COMMON STOCK | 88339J105 |  | 256812 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| DOW INC | COMMON STOCK | 260557103 |  | 275243 | 12004 | SH |  | SOLE |  | 0 | 0 | 12004 |
| FORD MTR CO DEL | COMMON STOCK | 345370860 |  | 284357 | 23776 | SH |  | SOLE |  | 0 | 0 | 23776 |
| ARAMARK | COMMON STOCK | 03852U106 |  | 303448 | 7902 | SH |  | SOLE |  | 0 | 0 | 7902 |
| OTIS WORLDWIDE CORP | COMMON STOCK | 68902V107 |  | 320130 | 3501 | SH |  | SOLE |  | 0 | 0 | 3501 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N102 |  | 337761 | 4336 | SH |  | SOLE |  | 0 | 0 | 4336 |
| SIEMENS A G            FSPONSORED ADR           1 ADR REPS  0.5  ORD SHS | ADR | 826197501 |  | 357371 | 2647 | SH |  | SOLE |  | 0 | 0 | 2647 |
| META PLATFORMS INC      CLASS                  A | COMMON STOCK | 30303M102 |  | 368029 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| BERKSHIRE HATHAWAY      CLASS                  B | COMMON STOCK | 084670702 |  | 386607 | 769 | SH |  | SOLE |  | 0 | 0 | 769 |
| GENERAL DYNAMICS CORP | COMMON STOCK | 369550108 |  | 393282 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| HP INC | COMMON STOCK | 40434L105 |  | 426070 | 15647 | SH |  | SOLE |  | 0 | 0 | 15647 |
| JOHNSON CONTROLS INT   F | COMMON STOCK | G51502105 |  | 436062 | 3966 | SH |  | SOLE |  | 0 | 0 | 3966 |
| CARRIER GLOBAL CORP | COMMON STOCK | 14448C104 |  | 455934 | 7637 | SH |  | SOLE |  | 0 | 0 | 7637 |
| TESLA INC | COMMON STOCK | 88160R101 |  | 478519 | 1076 | SH |  | SOLE |  | 0 | 0 | 1076 |
| CORTEVA INC | COMMON STOCK | 22052L104 |  | 495954 | 7333 | SH |  | SOLE |  | 0 | 0 | 7333 |
| HILLENBRAND INC | COMMON STOCK | 431571108 |  | 497497 | 18399 | SH |  | SOLE |  | 0 | 0 | 18399 |
| WALMART INC | COMMON STOCK | 931142103 |  | 577061 | 5599 | SH |  | SOLE |  | 0 | 0 | 5599 |
| GE VERNOVA INC | COMMON STOCK | 36828A101 |  | 617167 | 1004 | SH |  | SOLE |  | 0 | 0 | 1004 |
| AMERICAN ELEC PWR CO INC | COMMON STOCK | 025537101 |  | 648001 | 5760 | SH |  | SOLE |  | 0 | 0 | 5760 |
| GUIDEWIRE SOFTWARE INC | COMMON STOCK | 40171V100 |  | 661767 | 2879 | SH |  | SOLE |  | 0 | 0 | 2879 |
| COSTCO WHSL CORP NEW | COMMON STOCK | 22160K105 |  | 701457 | 758 | SH |  | SOLE |  | 0 | 0 | 758 |
| US FOODS HLDG CORP | COMMON STOCK | 912008109 |  | 770108 | 10051 | SH |  | SOLE |  | 0 | 0 | 10051 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 880990 | 4722 | SH |  | SOLE |  | 0 | 0 | 4722 |
| MICROSOFT CORP | COMMON STOCK | 594918104 |  | 905252 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| TESLA INC | COMMON STOCK | 88160R101 |  | 1058878 | 2381 | SH |  | SOLE |  | 0 | 0 | 2381 |
| GE AEROSPACE | COMMON STOCK | 369604301 |  | 1247607 | 4147 | SH |  | SOLE |  | 0 | 0 | 4147 |
| EXELON CORP | COMMON STOCK | 30161N101 |  | 2290451 | 50888 | SH |  | SOLE |  | 0 | 0 | 50888 |
| GENERAL MILLS INC | COMMON STOCK | 370334104 |  | 2920581 | 57925 | SH |  | SOLE |  | 0 | 0 | 57925 |
| PROCTER  GAMBLE CO | COMMON STOCK | 742718109 |  | 2955867 | 19238 | SH |  | SOLE |  | 0 | 0 | 19238 |
| EXXON MOBIL CORP | COMMON STOCK | 30231G102 |  | 3159679 | 28024 | SH |  | SOLE |  | 0 | 0 | 28024 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR           1 ADR REPS    5  ORD SHS | ADR | 874039100 |  | 3202339 | 11466 | SH |  | SOLE |  | 0 | 0 | 11466 |
| CHIPOTLE MEXICAN GRILL I | COMMON STOCK | 169656105 |  | 3227532 | 82356 | SH |  | SOLE |  | 0 | 0 | 82356 |
| BRISTOL MYERS SQUIBB CO | COMMON STOCK | 110122108 |  | 3357002 | 74435 | SH |  | SOLE |  | 0 | 0 | 74435 |
| HUNTINGTON BANCSHARES IN | COMMON STOCK | 446150104 |  | 3442230 | 199318 | SH |  | SOLE |  | 0 | 0 | 199318 |
| ALLETE INC | COMMON STOCK | 018522300 |  | 3522566 | 53051 | SH |  | SOLE |  | 0 | 0 | 53051 |
| FORTINET INC | COMMON STOCK | 34959E109 |  | 3641000 | 43304 | SH |  | SOLE |  | 0 | 0 | 43304 |
| UNITED PARCEL SVC INC   CLASS                  B | COMMON STOCK | 911312106 |  | 3885064 | 46511 | SH |  | SOLE |  | 0 | 0 | 46511 |
| ALPHABET INC            CLASS                  C | COMMON STOCK | 02079K107 |  | 4575293 | 18786 | SH |  | SOLE |  | 0 | 0 | 18786 |
| AMEREN CORP | COMMON STOCK | 023608102 |  | 4665541 | 44698 | SH |  | SOLE |  | 0 | 0 | 44698 |
| DOMINION ENERGY INC | COMMON STOCK | 25746U109 |  | 4896176 | 80042 | SH |  | SOLE |  | 0 | 0 | 80042 |
| NIKE INC                CLASS            CLASS B | COMMON STOCK | 654106103 |  | 5059020 | 72552 | SH |  | SOLE |  | 0 | 0 | 72552 |
| ALTRIA GROUP INC | COMMON STOCK | 02209S103 |  | 5279441 | 79919 | SH |  | SOLE |  | 0 | 0 | 79919 |
| PNC FINL SERVICES | COMMON STOCK | 693475105 |  | 6996463 | 34820 | SH |  | SOLE |  | 0 | 0 | 34820 |
| KRAFT HEINZ CO | COMMON STOCK | 500754106 |  | 7367391 | 282926 | SH |  | SOLE |  | 0 | 0 | 282926 |
| FORD MTR CO DEL | COMMON STOCK | 345370860 |  | 9994571 | 835667 | SH |  | SOLE |  | 0 | 0 | 835667 |
| CVS HEALTH CORP | COMMON STOCK | 126650100 |  | 10889859 | 144447 | SH |  | SOLE |  | 0 | 0 | 144447 |
| DOW INC | COMMON STOCK | 260557103 |  | 11453370 | 499493 | SH |  | SOLE |  | 0 | 0 | 499493 |
| AMAZON.COM INC | COMMON STOCK | 023135106 |  | 13925788 | 63423 | SH |  | SOLE |  | 0 | 0 | 63423 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 15257411 | 81774 | SH |  | SOLE |  | 0 | 0 | 81774 |
| APPLE INC | COMMON STOCK | 037833100 |  | 20850801 | 81887 | SH |  | SOLE |  | 0 | 0 | 81887 |

---