# EDGAR Filing Document

**Accession Number:** 0001802277
**File Stem:** 0001214659-25-016430
**Filing Date:** 2025-11
**Character Count:** 7564
**Document Hash:** e6e6c20c83057921329269e59c3ffd8e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-016430.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001214659-25-016430

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Strategic Financial Planning, Inc.
- **CENTRAL INDEX KEY:** 0001802277

**ORGANIZATION NAME:**
- **EIN:** 752839931
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19920
- **FILM NUMBER:** 251479736

**BUSINESS ADDRESS:**
- **STREET 1:** 6513 PRESTON RD.
- **STREET 2:** SUITE 100
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024
- **BUSINESS PHONE:** 972-403-1234

**MAIL ADDRESS:**
- **STREET 1:** 6513 PRESTON RD. SUITE 100
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024

### 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 Financial Planning Inc.<br>**Address:** 6513 PRESTON RD. SUITE 100<br>PLANO, TX 75024

**Form 13F File Number:** 028-19920

**CRD Number (if applicable):** 000118450

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:** Bryan Lee<br>**Title:** President<br>**Phone:** 972-403-1234-1

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

/s/ Bryan Lee  Plano, TX  11-12-2025<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:** 38

**Form 13F Information Table Value Total:** $172575575

      (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 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 26823030 | 1043292 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 20693726 | 741711 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 9909517 | 459451 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 15732176 | 367681 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 16770141 | 309576 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | 808524631 |  | 6113312 | 228706 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 4539669 | 195003 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 7855108 | 172602 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO SM ETF | 78468R853 |  | 6625463 | 143037 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 5332760 | 111817 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 3435239 | 102944 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2320356 | 78294 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 11018677 | 77305 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 |  | 3268160 | 66088 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 1298854 | 54301 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1333662 | 49487 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 2650713 | 44239 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1853220 | 39590 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 2685946 | 33304 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1932685 | 29319 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES INC | JP MORGAN EM ETF | 464286517 |  | 938615 | 22796 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 4401557 | 21026 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 |  | 1465427 | 19705 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 1565738 | 19530 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1041291 | 17733 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 5327759 | 16236 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WHITEHALL FDS INC | EMERG MKT BD ETF | 921946885 |  | 1027487 | 15367 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 871995 | 15247 | SH |  | SOLE |  | 0 | 0 | 0 |
| DBX ETF TR | XTRACK INTL REAL | 233051846 |  | 263245 | 11178 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 279311 | 10805 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | NUVEEN BBG BRCLY | 78464A284 |  | 257365 | 10323 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 620275 | 5220 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 394354 | 4314 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | MRGSTR SM CP ETF | 464288505 |  | 227072 | 3580 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 217843 | 3338 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 768704 | 1149 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 286457 | 975 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 428666 | 700 | SH |  | SOLE |  | 0 | 0 | 0 |

---