# Strategic Planning, Inc.: Form 13F holdings

An institutional investment manager in Columbus, OH. SEC CIK 1925220.

- Quarter ended: 2026-03-31
- Filed: 2026-05-18
- Reported value: $199.3m
- Positions: 54 (54 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: not compared; the manager did not file for the quarter before
- Filing: https://www.sec.gov/Archives/edgar/data/1925220/000121390026058124/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Mar 31, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON.COM INC (AMZN)](/companies/amzn.md) | COMMON STOCK | $23.7m | 11.9% | 115,509 |  | Not compared |
| [DOW INC (DOW)](/companies/dow.md) | COMMON STOCK | $21.6m | 10.8% | 518,674 |  | Not compared |
| [APPLE INC (AAPL)](/companies/aapl.md) | COMMON STOCK | $20.3m | 10.2% | 79,986 |  | Not compared |
| [NVIDIA CORP (NVDA)](/companies/nvda.md) | COMMON STOCK | $14.9m | 7.5% | 85,461 |  | Not compared |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COMMON STOCK | $11.9m | 6.0% | 32,115 |  | Not compared |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COMMON STOCK | $10.5m | 5.3% | 146,342 |  | Not compared |
| [FORD MTR CO DEL (F)](/companies/f.md) | COMMON STOCK | $10.0m | 5.0% | 867,340 |  | Not compared |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COMMON STOCK | $6.2m | 3.1% | 277,613 |  | Not compared |
| [WORKDAY INC             CLASS                  A (WDAY)](/companies/wday.md) | COMMON STOCK | $5.9m | 3.0% | 45,328 |  | Not compared |
| [VERIZON COMMUNICATIONS I (VZ)](/companies/vz.md) | COMMON STOCK | $5.7m | 2.9% | 113,705 |  | Not compared |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COMMON STOCK | $5.4m | 2.7% | 81,214 |  | Not compared |
| [ALPHABET INC            CLASS                  C (GOOGL)](/companies/googl.md) | COMMON STOCK | $5.3m | 2.7% | 18,487 |  | Not compared |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COMMON STOCK | $4.8m | 2.4% | 77,972 |  | Not compared |
| EXXON MOBIL CORP | COMMON STOCK | $4.8m | 2.4% | 28,082 |  | Not compared |
| [UNITED PARCEL SVC INC   CLASS                  B (UPS)](/companies/ups.md) | COMMON STOCK | $4.6m | 2.3% | 47,167 |  | Not compared |
| [STATE STREET SPDR S&P   500 ETF TRUST (SPY)](/companies/spy.md) | UIT EXCHANGE TRADED | $4.1m | 2.1% | 6,325 |  | Not compared |
| [NIKE INC                CLASS            CLASS B (NKE)](/companies/nke.md) | COMMON STOCK | $3.9m | 1.9% | 73,364 |  | Not compared |
| [FORTINET INC (FTNT)](/companies/ftnt.md) | COMMON STOCK | $3.8m | 1.9% | 46,951 |  | Not compared |
| [TAIWAN SEMICONDUCTOR M FSPONSORED ADR           1 ADR REPS    5  ORD SHS (TSM)](/companies/tsm.md) | ADR | $3.8m | 1.9% | 11,332 |  | Not compared |
| [SANOFI                 FSPONSORED ADR           1 ADR REPS  0.5  ORD SHS (SNY)](/companies/sny.md) | ADR | $3.5m | 1.7% | 72,259 |  | Not compared |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COMMON STOCK | $2.7m | 1.4% | 18,848 |  | Not compared |
| [NOVO-NORDISK A S       FSPONSORED ADR           1 ADR REPS    1  ORD SHS (NVO)](/companies/nvo.md) | ADR | $2.7m | 1.3% | 72,366 |  | Not compared |
| [EXELON CORP (EXC)](/companies/exc.md) | COMMON STOCK | $2.4m | 1.2% | 49,697 |  | Not compared |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COMMON STOCK | $2.0m | 1.0% | 52,751 |  | Not compared |
| [TESLA INC (TSLA)](/companies/tsla.md) | COMMON STOCK | $1.2m | 0.6% | 3,303 |  | Not compared |
| [GE AEROSPACE (GE)](/companies/ge.md) | COMMON STOCK | $1.2m | 0.6% | 4,175 |  | Not compared |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COMMON STOCK | $895.6k | 0.4% | 9,713 |  | Not compared |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COMMON STOCK | $887.6k | 0.4% | 1,017 |  | Not compared |
| ISHARES RUSSELL 2000    ETF | UIT EXCHANGE TRADED | $813.4k | 0.4% | 3,280 |  | Not compared |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COMMON STOCK | $767.7k | 0.4% | 5,856 |  | Not compared |
| [COSTCO WHSL CORP NEW (COST)](/companies/cost.md) | COMMON STOCK | $755.1k | 0.4% | 758 |  | Not compared |
| [WALMART INC (WMT)](/companies/wmt.md) | COMMON STOCK | $697.1k | 0.3% | 5,609 |  | Not compared |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COMMON STOCK | $587.9k | 0.3% | 7,023 |  | Not compared |
| [TRX GOLD CORP          F (TRX)](/companies/trx.md) | COMMON STOCK | $493.7k | 0.2% | 329,133 |  | Not compared |
| JOHNSON CONTROLS INT   F | COMMON STOCK | $472.2k | 0.2% | 3,606 |  | Not compared |
| VANGUARD TOTAL STOCK    MARKET INDEX FUND ETF   SHARES | UIT EXCHANGE TRADED | $436.5k | 0.2% | 1,360 |  | Not compared |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COMMON STOCK | $430.6k | 0.2% | 2,879 |  | Not compared |
| [CARRIER GLOBAL CORP (CARR)](/companies/carr.md) | COMMON STOCK | $426.7k | 0.2% | 7,578 |  | Not compared |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COMMON STOCK | $399.2k | 0.2% | 1,163 |  | Not compared |
| [BERKSHIRE HATHAWAY      CLASS                  B (BRK-B)](/companies/brk-b.md) | COMMON STOCK | $368.5k | 0.2% | 769 |  | Not compared |
| [BOEING CO (BA)](/companies/ba.md) | COMMON STOCK | $363.0k | 0.2% | 1,824 |  | Not compared |
| SIEMENS A G            FSPONSORED ADR           1 ADR REPS  0.5  ORD SHS | ADR | $322.6k | 0.2% | 2,647 |  | Not compared |
| VANGUARD LARGE-CAP INDEXFUND ETF SHARES | UIT EXCHANGE TRADED | $321.0k | 0.2% | 1,074 |  | Not compared |
| [ARAMARK (ARMK)](/companies/armk.md) | COMMON STOCK | $310.8k | 0.2% | 7,666 |  | Not compared |
| [META PLATFORMS INC      CLASS                  A (META)](/companies/meta.md) | COMMON STOCK | $308.5k | 0.2% | 539 |  | Not compared |
| [HP INC (HPQ)](/companies/hpq.md) | COMMON STOCK | $304.9k | 0.2% | 15,873 |  | Not compared |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | $304.1k | 0.2% | 3,130 |  | Not compared |
| [BORGWARNER INC (BWA)](/companies/bwa.md) | COMMON STOCK | $279.3k | 0.1% | 5,148 |  | Not compared |
| [OTIS WORLDWIDE CORP (OTIS)](/companies/otis.md) | COMMON STOCK | $258.4k | 0.1% | 3,352 |  | Not compared |
| [CITIGROUP INC (C)](/companies/c.md) | COMMON STOCK | $256.8k | 0.1% | 2,265 |  | Not compared |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $238.8k | 0.1% | 2,070 |  | Not compared |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COMMON STOCK | $220.1k | 0.1% | 311 |  | Not compared |
| FIRST ACCEP CORP | COMMON STOCK | $215.0k | 0.1% | 49,429 |  | Not compared |
| [MERCK & CO. INC. (MRK)](/companies/mrk.md) | COMMON STOCK | $208.9k | 0.1% | 1,737 |  | Not compared |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-058124. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.