# EDGAR Filing Document

**Accession Number:** 0001802277
**File Stem:** 0001214659-26-006173
**Filing Date:** 2026-5
**Character Count:** 7726
**Document Hash:** f5462c5fdbbb0ee15d082df471cefd3b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-006173.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001214659-26-006173

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**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:** 26978204

**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:** 03-31-2026

**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  05-14-2026<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:** 40

**Form 13F Information Table Value Total:** $170912883

      (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 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 21618346 | 861289 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 18417763 | 633360 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 10339434 | 481154 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 16054199 | 351728 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072299 |  | 16786728 | 310632 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 |  | 6263310 | 240897 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 9703344 | 200814 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 4800887 | 193975 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE-TRADED F | BETABUILDRS US | 46641Q399 |  | 7525056 | 161077 | SH |  | SOLE |  | 0 | 0 | 0 |
| BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 |  | 5091143 | 114206 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 |  | 2966927 | 90043 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 |  | 11248956 | 77210 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESTMENT MANAGERS SER TR I | AXS CHANGE FINAN | 46144X107 |  | 3283150 | 68186 | SH |  | SOLE |  | 0 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 |  | 2047306 | 66143 | SH |  | SOLE |  | 0 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 |  | 1307111 | 55578 | SH |  | SOLE |  | 0 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 61774R601 |  | 1349227 | 50704 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | BLOOMBERG EMERGI | 78464A391 |  | 2647182 | 41315 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1766137 | 37650 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | BLOOMBERG EMG MK | 78468R515 |  | 3776621 | 30259 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ESGADVNCDMSCI EM | 46436E742 |  | 1847898 | 26493 | SH |  | SOLE |  | 0 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 925889 | 22670 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1679003 | 21237 | SH |  | SOLE |  | 0 | 0 | 0 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 4317453 | 20979 | SH |  | SOLE |  | 0 | 0 | 0 |
| DBX ETF TR | XTRACK INTL REAL | 233051846 |  | 418405 | 20272 | SH |  | SOLE |  | 0 | 0 | 0 |
| HUMANKIND BENEFIT CORPORATIO | HUMANKIND US STK | 444869101 |  | 1181040 | 19943 | SH |  | SOLE |  | 0 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 1616528 | 19343 | SH |  | SOLE |  | 0 | 0 | 0 |
| HP INC | COM | 40434L105 |  | 5128523 | 15987 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANECK VECTORS ETF TR | HIGH YLD MUN ETF | 92189H409 |  | 1175505 | 15963 | SH |  | SOLE |  | 0 | 0 | 0 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 936843 | 15828 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SER TR | NUVEEN BBG BRCLY | 78464A284 |  | 1040140 | 15798 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES BITCOIN TR | SHS | 46438F101 |  | 252532 | 11176 | SH |  | SOLE |  | 0 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 281509 | 10988 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 256927 | 10360 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 634833 | 5107 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 342723 | 3864 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 233022 | 3580 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 225421 | 3338 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | MRGSTR SM CP ETF | 464288505 |  | 750224 | 1149 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 280060 | 975 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 395578 | 662 | SH |  | SOLE |  | 0 | 0 | 0 |

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