Center For Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Center For Financial Planning, Inc.

Investment Activity

Center For Financial Planning, Inc. has $871.89 million in total holdings as of June 30, 2025.
Center For Financial Planning, Inc. owns shares of 647 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 8.45% of the portfolio was purchased this quarter.
About 4.70% of the portfolio was sold this quarter.
This quarter, Center For Financial Planning, Inc. has purchased 700 new stocks and bought additional shares in 111 stocks.
Center For Financial Planning, Inc. sold shares of 88 stocks and completely divested from 77 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $303,616,549
iShares Core U.S. Aggregate Bond ETF: $95,673,232
iShares Core MSCI EAFE ETF: $91,759,250
Vanguard Small-Cap ETF: $62,202,039
Vanguard Mid-Cap ETF: $39,800,781

Largest New Holdings this Quarter

61774R825 - MORGAN STANLEY ETF TRUST: $501,586 Holding
97717Y527 - WisdomTree Floating Rate Treasury Fund: $164,313 Holding
14020W106 - Capital Group Dividend Value ETF: $101,529 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $64,071 Holding
G6683N103 - NU: $51,958 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 131,020 shares (about $36.66M)
Vanguard Small-Cap ETF: 107,311 shares (about $25.43M)
Vanguard S&P 500 ETF: 3,801 shares (about $2.16M)
iShares Core U.S. Aggregate Bond ETF: 10,369 shares (about $1.03M)
Vanguard Tax-Exempt Bond ETF: 15,524 shares (about $761.14K)

Largest Sales this Quarter

Vanguard Small-Cap Value ETF: 185,799 shares (about $36.23M)
First Trust Low Duration Opportunities ETF: 20,359 shares (about $1.00M)
Vanguard Small-Cap Growth ETF: 1,185 shares (about $328.16K)
Merck & Co., Inc.: 3,779 shares (about $299.15K)
L3Harris Technologies: 875 shares (about $219.49K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$303,616,549	$2,159,082 ▲	0.7%	534,508	34.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$95,673,232	$1,028,605 ▲	1.1%	964,448	11.0%	Finance
IEFA iShares Core MSCI EAFE ETF	$91,759,250	$616,083 ▲	0.7%	1,099,176	10.5%	ETF
VB Vanguard Small-Cap ETF	$62,202,039	$25,430,562 ▲	69.2%	262,478	7.1%	ETF
VO Vanguard Mid-Cap ETF	$39,800,781	$36,663,327 ▲	1,168.6%	142,232	4.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$27,930,983	$170,390 ▲	0.6%	564,719	3.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$17,382,705	$120,296 ▼	-0.7%	95,081	2.0%	ETF
BRK.A Berkshire Hathaway	$13,847,200		0.0%	19	1.6%	Finance
MSFT Microsoft	$11,864,087	$60,186 ▲	0.5%	23,852	1.4%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$11,416,641	$36,232,585 ▼	-76.0%	58,544	1.3%	ETF
VXUS Vanguard Total International Stock ETF	$9,435,897	$136,107 ▼	-1.4%	136,574	1.1%	ETF
BRK.B Berkshire Hathaway	$6,820,697	$32,061 ▲	0.5%	14,041	0.8%	Finance
AAPL Apple	$5,759,040	$84,939 ▲	1.5%	28,070	0.7%	Computer and Technology
AMZN Amazon.com	$5,350,703	$33,567 ▲	0.6%	24,389	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,931,556	$70,447 ▼	-1.4%	17,011	0.6%	Finance
VUG Vanguard Growth ETF	$3,879,840		0.0%	8,850	0.4%	ETF
GOOG Alphabet	$3,475,425	$66,521 ▲	2.0%	19,592	0.4%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$3,249,782	$328,163 ▼	-9.2%	11,735	0.4%	ETF
LMBS First Trust Low Duration Opportunities ETF	$3,201,880	$1,002,878 ▼	-23.9%	65,000	0.4%	Manufacturing
ABBV AbbVie	$3,160,181	$423,771 ▲	15.5%	17,025	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$3,123,824	$59,911 ▲	2.0%	50,368	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$3,076,714	$20,388 ▲	0.7%	4,980	0.4%	Finance
RJF Raymond James Financial	$2,995,457		0.0%	19,531	0.3%	Finance
PG Procter & Gamble	$2,978,296	$13,542 ▼	-0.5%	18,694	0.3%	Consumer Staples
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$2,903,372	$321,598 ▲	12.5%	151,850	0.3%	ETF
AVGO Broadcom	$2,635,766	$131,485 ▲	5.3%	9,562	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$2,592,762		0.0%	3,909	0.3%	ETF
NEE NextEra Energy	$2,424,702	$4,651 ▼	-0.2%	34,928	0.3%	Utilities
MCK McKesson	$2,401,321	$21,251 ▲	0.9%	3,277	0.3%	Medical
ABT Abbott Laboratories	$2,313,939		0.0%	17,013	0.3%	Medical
BUFR FT Vest Laddered Buffer ETF	$2,312,878	$27,094 ▲	1.2%	72,732	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$2,304,398	$11,245 ▼	-0.5%	7,582	0.3%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$2,253,361	$39,031 ▲	1.8%	47,399	0.3%	ETF
JNJ Johnson & Johnson	$2,245,772	$1,222 ▼	-0.1%	14,702	0.3%	Medical
MSI Motorola Solutions	$2,185,131	$17,239 ▲	0.8%	5,197	0.3%	Computer and Technology
AXP American Express	$2,125,683		0.0%	6,664	0.2%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,015,716	$548,043 ▲	37.3%	14,999	0.2%	ETF
CRM Salesforce	$2,007,633		0.0%	7,362	0.2%	Computer and Technology
SYK Stryker	$1,997,932		0.0%	5,050	0.2%	Medical
VTV Vanguard Value ETF	$1,980,726	$1,414 ▼	-0.1%	11,207	0.2%	ETF
CL Colgate-Palmolive	$1,964,531		0.0%	21,612	0.2%	Consumer Staples
CVX Chevron	$1,810,254	$30,357 ▼	-1.6%	12,642	0.2%	Energy
HD Home Depot	$1,779,967	$8,432 ▲	0.5%	4,855	0.2%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$1,637,929		0.0%	5,741	0.2%	ETF
KO CocaCola	$1,612,181	$7,075 ▲	0.4%	22,787	0.2%	Consumer Staples
PEP PepsiCo	$1,611,220		0.0%	12,203	0.2%	Consumer Staples
TMO Thermo Fisher Scientific	$1,608,460	$5,676 ▼	-0.4%	3,967	0.2%	Medical
XOM Exxon Mobil	$1,556,440	$21,560 ▼	-1.4%	14,438	0.2%	Energy
IJR iShares Core S&P Small-Cap ETF	$1,509,951	$46,339 ▼	-3.0%	13,816	0.2%	ETF
ETN Eaton	$1,469,169	$35,703 ▲	2.5%	4,115	0.2%	Industrials
MCD McDonald's	$1,451,567	$36,231 ▼	-2.4%	4,968	0.2%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$1,358,530	$11,797 ▼	-0.9%	2,188	0.2%	ETF
NVDA NVIDIA	$1,331,698	$57,982 ▲	4.6%	8,429	0.2%	Computer and Technology
SPGI S&P Global	$1,285,006		0.0%	2,437	0.1%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$1,187,311	$761,142 ▲	178.6%	24,216	0.1%	ETF
MMM 3M	$1,131,448		0.0%	7,432	0.1%	Multi-Sector Conglomerates
UNP Union Pacific	$1,129,499	$4,602 ▲	0.4%	4,909	0.1%	Transportation
GOOGL Alphabet	$1,118,109	$65,906 ▲	6.3%	6,345	0.1%	Computer and Technology
WMT Walmart	$1,103,546	$39,210 ▲	3.7%	11,286	0.1%	Retail/Wholesale
PM Philip Morris International	$1,082,763	$42,072 ▲	4.0%	5,945	0.1%	Consumer Staples
ITW Illinois Tool Works	$1,072,571	$1,978 ▼	-0.2%	4,338	0.1%	Industrials
TSLA Tesla	$1,043,196	$66,709 ▲	6.8%	3,284	0.1%	Auto/Tires/Trucks
VEA Vanguard FTSE Developed Markets ETF	$1,028,905	$141,326 ▼	-12.1%	18,048	0.1%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$1,014,110		0.0%	20,845	0.1%	Manufacturing
AMT American Tower	$1,009,841	$56,360 ▲	5.9%	4,569	0.1%	Finance
TT Trane Technologies	$934,571	$20,117 ▼	-2.1%	2,137	0.1%	Construction
MRK Merck & Co., Inc.	$923,719	$299,146 ▼	-24.5%	11,669	0.1%	Medical
META Meta Platforms	$922,676	$113,674 ▲	14.1%	1,250	0.1%	Computer and Technology
EMR Emerson Electric	$901,711		0.0%	6,763	0.1%	Industrials
IBM International Business Machines	$888,596	$28,008 ▲	3.3%	3,014	0.1%	Computer and Technology
PRF Invesco RAFI US 1000 ETF	$864,079	$127 ▲	0.0%	20,442	0.1%	ETF
QQQ Invesco QQQ	$860,559	$23,721 ▲	2.8%	1,560	0.1%	Finance
PGR Progressive	$846,214		0.0%	3,171	0.1%	Finance
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$845,904	$307,886 ▲	57.2%	27,296	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$827,884	$9,197 ▲	1.1%	9,002	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$826,867	$20,058 ▲	2.5%	4,040	0.1%	ETF
DFUS Dimensional U.S. Equity ETF	$816,505		0.0%	12,183	0.1%	ETF
IWN iShares Russell 2000 Value ETF	$750,938	$1,735 ▼	-0.2%	4,760	0.1%	ETF
ADC Agree Realty	$747,916		0.0%	10,237	0.1%	Finance
CSCO Cisco Systems	$741,881	$971 ▼	-0.1%	10,693	0.1%	Computer and Technology
NFLX Netflix	$727,148		0.0%	543	0.1%	Consumer Discretionary
V Visa	$721,942	$7,102 ▼	-1.0%	2,033	0.1%	Business Services
OMC Omnicom Group	$706,307	$46,761 ▲	7.1%	9,818	0.1%	Business Services
IWM iShares Russell 2000 ETF	$691,607		0.0%	3,205	0.1%	Finance
MPC Marathon Petroleum	$683,454	$22,427 ▲	3.4%	4,114	0.1%	Energy
VDE Vanguard Energy ETF	$654,446		0.0%	5,494	0.1%	ETF
DTE DTE Energy	$626,175	$14,174 ▼	-2.2%	4,727	0.1%	Utilities
IJS iShares S&P Small-Cap 600 Value ETF	$621,017		0.0%	6,242	0.1%	ETF
LLY Eli Lilly and Company	$612,711	$21,047 ▲	3.6%	786	0.1%	Medical
DAL Delta Air Lines	$604,521	$63,934 ▲	11.8%	12,292	0.1%	Transportation
DHR Danaher	$603,880	$68,941 ▼	-10.2%	3,057	0.1%	Medical
F Ford Motor	$595,085	$18,348 ▼	-3.0%	54,846	0.1%	Auto/Tires/Trucks
GIS General Mills	$578,718		0.0%	11,170	0.1%	Consumer Staples
CB Chubb	$573,961	$9,271 ▲	1.6%	1,981	0.1%	Finance
AMD Advanced Micro Devices	$568,452	$124,730 ▲	28.1%	4,006	0.1%	Computer and Technology
DOV Dover	$563,250		0.0%	3,074	0.1%	Industrials
DFUV Dimensional US Marketwide Value ETF	$558,773		0.0%	13,216	0.1%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$540,479		0.0%	19,533	0.1%	ETF
APD Air Products and Chemicals	$536,479	$9,026 ▲	1.7%	1,902	0.1%	Basic Materials
CME CME Group	$533,082	$11,301 ▼	-2.1%	1,934	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Center For Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Center For Financial Planning, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Center For Financial Planning, Inc. Top Holdings and 13F Report (2025)

About Center For Financial Planning, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCenter For Financial Planning, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools