Strategic Planning, Inc. - Portfolio overview

Strategic Planning, Inc. has 66 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON.COM INC, 10.47%
2. DOW - DOW INC, 9.55%
3. AAPL - APPLE INC, 8.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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