13F Filings History of Strategic Planning, Inc.

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$185,566,345
Signature - Title
Candy Palugi - CCO
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Strategic Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Planning, Inc. reported 52 stock holdings with total value $185,566,345 as of Q4 2025. Top holdings included DOW, AAPL, NVDA, AMZN, and CVS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $185,566,345 +$20,556,853 -$11,393,057 +$9,163,796 DOW, AAPL, NVDA, AMZN, CVS 13F-HR 17 Feb 2026, 21:03
Q3 2025 54 $172,819,293 +$16,551,103 -$21,537,603 -$4,986,500 AAPL, NVDA, AMZN, DOW, CVS 13F-HR 20 Oct 2025, 09:03
Q2 2025 51 $166,994,929 +$341,648 -$14,648,207 -$14,306,559 AAPL, AMZN, NVDA, CVS, F 13F-HR 20 Oct 2025, 08:58
Q1 2025 57 $177,257,003 $0 $0 $0 AAPL, AMZN, CVS, NVDA, KHC 13F-HR 14 Jul 2025, 10:51