Center For Financial Planning, Inc. Top Holdings and 13F Report (2026) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $958.01 million in total holdings as of March 31, 2026.Center For Financial Planning, Inc. owns shares of 658 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.81% of the portfolio was purchased this quarter.About 6.93% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 702 new stocks and bought additional shares in 93 stocks.Center For Financial Planning, Inc. sold shares of 142 stocks and completely divested from 78 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $325,201,562iShares Core U.S. Aggregate Bond ETF $104,601,548SPDR Portfolio Developed World ex-US ETF $73,563,241Vanguard Small-Cap ETF $66,892,146Vanguard Mid-Cap ETF $48,185,633 Largest New Holdings this Quarter 75526L878 - RBB FUND TRUST $133,719 Holding46436E189 - iShares Copper and Metals Mining ETF $125,843 HoldingG0593M107 - AstraZeneca $104,133 Holding97717Y543 - WisdomTree Artificial Intelligence and Innovation Fund $56,573 Holding62944T105 - NVR $52,719 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 1,611,338 shares (about $73.56M)iShares Core U.S. Aggregate Bond ETF 22,762 shares (about $2.26M)Vanguard S&P 500 ETF 2,869 shares (about $1.71M)Microsoft 2,577 shares (about $953.92K)Vanguard Mid-Cap ETF 2,751 shares (about $790.03K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 665,176 shares (about $60.22M)First Trust Limited Duration Investment Grade Corporate ETF 23,206 shares (about $439.52K)Vanguard Small-Cap Value ETF 1,536 shares (about $333.70K)Medtronic 3,512 shares (about $304.32K)U.S. Bancorp 5,626 shares (about $292.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$325,201,562$1,714,370 ▲0.5%544,22533.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$104,601,548$2,259,583 ▲2.2%1,053,70810.9%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$73,563,241$73,557,580 ▲1,299,466.1%1,611,4627.7%ETFVBVanguard Small-Cap ETF$66,892,146$50,550 ▲0.1%255,3927.0%ETFVOVanguard Mid-Cap ETF$48,185,633$790,032 ▲1.7%167,7895.0%ETFIEFAiShares Core MSCI EAFE ETF$39,437,943$60,218,379 ▼-60.4%435,6344.1%ETFVWOVanguard FTSE Emerging Markets ETF$31,243,588$201,444 ▲0.6%578,0503.3%ETFQUALiShares MSCI USA Quality Factor ETF$17,372,257$250,504 ▼-1.4%90,5701.8%ETFBRK.ABerkshire Hathaway$13,644,6600.0%191.4%FinanceVBRVanguard Small-Cap Value ETF$12,114,779$333,697 ▼-2.7%55,7641.3%ETFVXUSVanguard Total International Stock ETF$10,121,635$166,172 ▼-1.6%131,2621.1%ETFMSFTMicrosoft$9,795,743$953,922 ▲10.8%26,4631.0%Computer and TechnologyAAPLApple$8,077,540$43,651 ▼-0.5%31,8280.8%Computer and TechnologyBRK.BBerkshire Hathaway$7,242,629$90,090 ▼-1.2%15,1140.8%FinanceGOOGAlphabet$5,605,8190.0%19,5420.6%Computer and TechnologyAMZNAmazon.com$5,166,138$3,124 ▲0.1%24,8050.5%Retail/WholesaleJPMJPMorgan Chase & Co.$5,105,189$3,236 ▲0.1%17,3550.5%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,161,786$15,454 ▲0.4%28,5460.4%ETFJNJJohnson & Johnson$3,890,014$23,222 ▼-0.6%15,9140.4%MedicalVUGVanguard Growth ETF$3,886,9950.0%8,8990.4%ETFABBVAbbVie$3,784,227$7,177 ▼-0.2%17,4000.4%MedicalIJHiShares Core S&P Mid-Cap ETF$3,343,546$28,700 ▼-0.9%49,5120.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,312,893$26,897 ▲0.8%66,5110.3%ManufacturingNEENextEra Energy$3,270,212$31,579 ▼-1.0%35,2090.3%UtilitiesVBKVanguard Small-Cap Growth ETF$3,178,608$103,374 ▼-3.1%10,5160.3%ETFAVGOBroadcom$3,018,342$99,353 ▲3.4%9,7520.3%Computer and TechnologyMCKMcKesson$2,835,7850.0%3,2770.3%MedicalVGTVanguard Information Technology ETF$2,832,744$6,279 ▼-0.2%4,0600.3%ETFSPYSPDR S&P 500 ETF Trust$2,830,182$72,185 ▼-2.5%4,3520.3%FinanceRJFRaymond James Financial$2,768,952$22,732 ▼-0.8%19,1240.3%FinancePGProcter & Gamble$2,662,672$151,810 ▼-5.4%18,4340.3%Consumer StaplesXOMExxonMobil$2,646,054$14,421 ▼-0.5%15,5960.3%EnergyCVXChevron$2,546,591$11,173 ▼-0.4%12,3080.3%EnergyVTIVanguard Total Stock Market ETF$2,544,345$10,908 ▼-0.4%7,9310.3%ETFBUFRFT Vest Laddered Buffer ETF$2,502,830$109,010 ▼-4.2%74,1140.3%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,495,724$439,522 ▼-15.0%131,7700.3%ETFMSIMotorola Solutions$2,228,870$60,322 ▲2.8%5,1360.2%Computer and TechnologyVTVVanguard Value ETF$2,225,301$28,449 ▼-1.3%11,3420.2%ETFPEPPepsiCo$2,069,8140.0%13,3290.2%Consumer StaplesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,066,534$87,255 ▼-4.1%43,4600.2%ETFTMOThermo Fisher Scientific$1,949,9000.0%3,9670.2%MedicalAXPAmerican Express$1,940,107$60,496 ▼-3.0%6,4140.2%FinanceNVDANVIDIA$1,882,125$344,963 ▲22.4%10,7920.2%Computer and TechnologyCLColgate-Palmolive$1,833,4680.0%21,5120.2%Consumer StaplesABTAbbott Laboratories$1,813,1040.0%17,6600.2%MedicalKOCocaCola$1,780,986$11,559 ▲0.7%23,4190.2%Consumer StaplesCRMSalesforce$1,767,851$318,101 ▲21.9%9,4700.2%Computer and TechnologyVVVanguard Large-Cap ETF$1,726,213$598 ▲0.0%5,7760.2%ETFSYKStryker$1,665,952$41,731 ▲2.6%5,0700.2%MedicalMCDMcDonald's$1,647,041$23,929 ▼-1.4%5,3000.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,641,141$42,017 ▼-2.5%13,2020.2%ETFHDHome Depot$1,623,095$8,222 ▼-0.5%4,9350.2%Retail/WholesaleWALMART INC$1,575,291$20,382 ▼-1.3%12,6750.2%COMETNEaton$1,548,866$7,154 ▼-0.5%4,3300.2%IndustrialsGOOGLAlphabet$1,444,626$183,166 ▼-11.3%5,0240.2%Computer and TechnologyMRKMerck & Co., Inc.$1,380,569$76,144 ▼-5.2%11,4770.1%MedicalIVViShares Core S&P 500 ETF$1,364,556$20,250 ▼-1.5%2,0890.1%ETFVTEBVanguard Tax-Exempt Bond ETF$1,239,717$27,440 ▲2.3%24,8490.1%ETFMPCMarathon Petroleum$1,214,421$11,722 ▼-1.0%4,9730.1%EnergyUNPUnion Pacific$1,153,939$12,374 ▲1.1%4,7560.1%TransportationDTEDTE Energy$1,098,592$5,849 ▲0.5%7,5130.1%UtilitiesTSLATesla$1,097,406$744 ▲0.1%2,9520.1%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$1,081,423$3,226 ▼-0.3%5,0280.1%ETFMMM3M$1,075,719$436 ▼0.0%7,4070.1%Multi-Sector ConglomeratesQQQInvesco QQQ$1,030,283$45,021 ▼-4.2%1,7850.1%FinanceISTBiShares Core 1-5 Year USD Bond ETF$1,010,1490.0%20,8450.1%ManufacturingITWIllinois Tool Works$994,048$107,760 ▼-9.8%3,8190.1%IndustrialsPMPhilip Morris International$982,947$14,385 ▼-1.4%5,9450.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$970,922$70,615 ▼-6.8%15,1520.1%ETFVDEVanguard Energy ETF$950,6820.0%5,4940.1%ETFPRFInvesco RAFI US 1000 ETF$932,791$35,791 ▼-3.7%19,6250.1%ETFAMTAmerican Tower$874,291$85,427 ▲10.8%5,0660.1%FinanceIWRiShares Russell Mid-Cap ETF$869,506$7,584 ▼-0.9%8,9430.1%ETFDFUSDimensional U.S. Equity ETF$863,8970.0%12,1830.1%ETFLLYEli Lilly and Company$841,590$118,650 ▲16.4%9150.1%MedicalEMREmerson Electric$814,028$74,157 ▼-8.3%6,2130.1%IndustrialsGE VERNOVA INC$808,306$873 ▼-0.1%9260.1%COMDANDana$807,6000.0%24,0000.1%Auto/Tires/TrucksDALDelta Air Lines$795,899$21,274 ▼-2.6%11,9720.1%TransportationIWMiShares Russell 2000 ETF$794,840$8,184 ▼-1.0%3,2050.1%FinanceADIAnalog Devices$793,124$27,996 ▲3.7%2,4930.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$771,442$119,442 ▼-13.4%4,0690.1%ETFCSCOCisco Systems$766,435$16,139 ▼-2.1%9,8780.1%Computer and TechnologyIBMInternational Business Machines$762,908$4,364 ▼-0.6%3,1470.1%Computer and TechnologyOMCOmnicom Group$739,3940.0%9,8180.1%Business ServicesMETAMeta Platforms$739,241$19,454 ▲2.7%1,2920.1%Computer and TechnologyCBChubb$735,001$14,667 ▲2.0%2,2550.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$722,7820.0%6,1020.1%ETFAMDAdvanced Micro Devices$714,6500.0%3,5130.1%Computer and TechnologyCMECME Group$656,894$15,064 ▲2.3%2,2240.1%FinanceDOVDover$640,7760.0%3,0740.1%IndustrialsDFUVDimensional US Marketwide Value ETF$640,4480.0%13,2160.1%ETFTTTrane Technologies$636,304$143,345 ▼-18.4%1,5270.1%ConstructionFFord Motor$633,150$3,797 ▼-0.6%54,8660.1%Auto/Tires/TrucksPGRProgressive$628,6200.0%3,1710.1%FinanceBUFDFT Vest Laddered Deep Buffer ETF$612,1360.0%21,8620.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$606,310$10,553 ▲1.8%19,8790.1%ETFVVisa$606,133$51,393 ▲9.3%2,0050.1%Business ServicesVZVerizon Communications$597,849$35,191 ▼-5.6%11,9090.1%Computer and TechnologyRTXRTX$582,7510.0%3,0210.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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