Strategic Planning, Inc.
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$1.7B
Holdings
698
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.7%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.6%
03
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
04
$AVIG
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.9%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +4.8% (81.6k → 85.5k shares)
2.0%
06
$AVSF
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.9%
07
$IVV
ISHARES TR
Held since at least Q1 2024
1.8%
08
$AVLC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.8%
09
$AAPL
APPLE INC
Q1 2026: Sold 0.7% (80.6k → 80.0k shares)
1.7%
10
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.