Center For Financial Planning, Inc. Top Holdings and 13F Report (2026)

About Center For Financial Planning, Inc.

Investment Activity

Center For Financial Planning, Inc. has $1.07 billion in total holdings as of June 30, 2026.
Center For Financial Planning, Inc. owns shares of 666 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 5.98% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Center For Financial Planning, Inc. has purchased 657 new stocks and bought additional shares in 74 stocks.
Center For Financial Planning, Inc. sold shares of 112 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $377,207,607
iShares Core U.S. Aggregate Bond ETF: $107,278,077
SPDR Portfolio Developed World ex-US ETF: $84,010,966
Vanguard Small-Cap ETF: $77,944,355
Vanguard Mid-Cap ETF: $54,648,316

Largest New Holdings this Quarter

65336K103 - Nexstar Media Group: $108,047 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $90,556 Holding
G0567U127 - ARQIT QUANTUM INC: $83,751 Holding
P31076105 - Copa: $80,275 Holding
68236H204 - Ondas: $79,129 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 510,482 shares (about $41.13M)
Vanguard Growth ETF: 44,110 shares (about $3.80M)
Vanguard Information Technology ETF: 28,731 shares (about $3.43M)
Vanguard S&P 500 ETF: 4,992 shares (about $3.43M)
iShares Core U.S. Aggregate Bond ETF: 30,128 shares (about $2.98M)

Largest Sales this Quarter

Delta Air Lines: 5,175 shares (about $484.69K)
Applied Materials: 519 shares (about $375.37K)
Advanced Micro Devices: 550 shares (about $319.50K)
iShares Core MSCI EAFE ETF: 1,970 shares (about $190.26K)
STERIS: 898 shares (about $189.10K)

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	$377,207,607	$3,428,554 â–²	0.9%	549,217	35.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$107,278,077	$2,982,069 â–²	2.9%	1,083,836	10.0%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$84,010,966	$2,809,394 â–²	3.5%	1,667,215	7.9%	ETF
VB Vanguard Small-Cap ETF	$77,944,355	$529,854 â–²	0.7%	257,140	7.3%	ETF
VO Vanguard Mid-Cap ETF	$54,648,316	$41,129,551 â–²	304.2%	678,271	5.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$41,883,256	$190,263 â–¼	-0.5%	433,664	3.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$35,347,646	$843,838 â–²	2.4%	592,187	3.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$19,708,889	$164,791 â–¼	-0.8%	89,819	1.8%	ETF
BRK.A Berkshire Hathaway	$14,228,150		0.0%	19	1.3%	Finance
VBR Vanguard Small-Cap Value ETF	$13,610,974	$60,990 â–²	0.5%	56,015	1.3%	ETF
VXUS Vanguard Total International Stock ETF	$11,216,122	$5,471 â–¼	0.0%	131,198	1.0%	ETF
MSFT Microsoft	$9,834,621	$36,556 â–¼	-0.4%	26,365	0.9%	Computer and Technology
AAPL Apple	$9,259,714	$50,059 â–²	0.5%	32,001	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$7,632,950	$70,055 â–²	0.9%	15,254	0.7%	Finance
GOOG Alphabet	$6,913,609	$8,833 â–²	0.1%	19,567	0.6%	Computer and Technology
AMZN Amazon.com	$6,010,935	$98,911 â–²	1.7%	25,220	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$5,654,073	$26,842 â–¼	-0.5%	17,273	0.5%	Finance
VUG Vanguard Growth ETF	$4,566,196	$3,799,636 â–²	495.7%	53,009	0.4%	ETF
ABBV AbbVie	$4,378,421		0.0%	17,400	0.4%	Medical
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$4,350,018	$54,310 â–¼	-1.2%	28,194	0.4%	ETF
JNJ Johnson & Johnson	$4,011,198	$30,476 â–¼	-0.8%	15,794	0.4%	Medical
VGT Vanguard Information Technology ETF	$3,919,181	$3,433,930 â–²	707.7%	32,791	0.4%	ETF
AVGO Broadcom	$3,769,945	$86,127 â–²	2.3%	9,980	0.4%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,751,710	$66,160 â–¼	-1.7%	48,654	0.4%	ETF
VBK Vanguard Small-Cap Growth ETF	$3,693,080	$152,492 â–¼	-4.0%	10,099	0.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$3,211,885	$99,012 â–¼	-3.0%	64,522	0.3%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$3,181,899	$67,954 â–¼	-2.1%	4,261	0.3%	Finance
NEE NextEra Energy	$3,031,840	$58,455 â–¼	-1.9%	34,543	0.3%	Utilities
VTI Vanguard Total Stock Market ETF	$2,934,788		0.0%	7,931	0.3%	ETF
RJF Raymond James Financial	$2,907,410		0.0%	19,124	0.3%	Finance
BUFR FT Vest Laddered Buffer ETF	$2,727,988	$20,603 â–²	0.8%	74,678	0.3%	ETF
PG Procter & Gamble	$2,562,160	$141,071 â–¼	-5.2%	17,472	0.2%	Consumer Staples
VTV Vanguard Value ETF	$2,483,095	$11,332 â–²	0.5%	11,394	0.2%	ETF
MCK McKesson	$2,476,102		0.0%	3,277	0.2%	Medical
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$2,355,273	$129,251 â–¼	-5.2%	124,915	0.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$2,342,793	$282,372 â–²	13.7%	49,416	0.2%	ETF
MSI Motorola Solutions	$2,181,519	$48,589 â–²	2.3%	5,253	0.2%	Computer and Technology
AXP American Express	$2,169,536		0.0%	6,414	0.2%	Finance
XOM ExxonMobil	$2,037,158	$95,159 â–¼	-4.5%	14,900	0.2%	Energy
CVX Chevron	$2,031,939	$8,288 â–¼	-0.4%	12,258	0.2%	Energy
NVDA NVIDIA	$2,005,703	$153,669 â–¼	-7.1%	10,024	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$1,988,896		0.0%	3,967	0.2%	Medical
VV Vanguard Large-Cap ETF	$1,987,287	$1,032 â–²	0.1%	5,779	0.2%	ETF
CL Colgate-Palmolive	$1,972,221		0.0%	21,512	0.2%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$1,955,913	$2,076 â–¼	-0.1%	13,188	0.2%	ETF
KO CocaCola	$1,877,062	$26,169 â–¼	-1.4%	23,097	0.2%	Consumer Staples
ABT Abbott Laboratories	$1,843,794	$241,363 â–²	15.1%	20,320	0.2%	Medical
PEP PepsiCo	$1,800,644	$4,062 â–¼	-0.2%	13,299	0.2%	Consumer Staples
GOOGL Alphabet	$1,795,347		0.0%	5,024	0.2%	Computer and Technology
HD Home Depot	$1,729,331	$11,287 â–¼	-0.6%	4,903	0.2%	Retail/Wholesale
ETN Eaton	$1,722,136	$123,162 â–¼	-6.7%	4,041	0.2%	Industrials
AMD Advanced Micro Devices	$1,721,237	$319,501 â–¼	-15.7%	2,963	0.2%	Computer and Technology
SYK Stryker	$1,596,239		0.0%	5,070	0.1%	Medical
CRM Salesforce	$1,574,515	$91,015 â–²	6.1%	10,051	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,564,432		0.0%	2,089	0.1%	ETF
MRK Merck & Co., Inc.	$1,469,141	$5,654 â–¼	-0.4%	11,433	0.1%	Medical
MCD McDonald's	$1,432,516		0.0%	5,300	0.1%	Retail/Wholesale
WALMART INC	$1,337,294	$98,312 â–¼	-6.8%	11,807	0.1%	COM
QQQ Invesco QQQ	$1,315,231	$736 â–²	0.1%	1,786	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,313,272	$123,519 â–²	10.4%	5,550	0.1%	ETF
UNP Union Pacific	$1,295,851	$2,176 â–²	0.2%	4,764	0.1%	Transportation
VTEB Vanguard Tax-Exempt Bond ETF	$1,256,863		0.0%	24,849	0.1%	ETF
MMM 3M	$1,199,268		0.0%	7,407	0.1%	Multi-Sector Conglomerates
MPC Marathon Petroleum	$1,197,422	$74,152 â–¼	-5.8%	4,683	0.1%	Energy
LLY Eli Lilly and Company	$1,193,433	$95,954 â–²	8.7%	995	0.1%	Medical
TSLA Tesla	$1,165,904	$75,708 â–¼	-6.1%	2,772	0.1%	Auto/Tires/Trucks
DFUS Dimensional U.S. Equity ETF	$1,139,048	$140,773 â–²	14.1%	13,901	0.1%	ETF
CSCO Cisco Systems	$1,127,029	$33,241 â–¼	-2.9%	9,595	0.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,058,907	$20,662 â–¼	-1.9%	14,862	0.1%	ETF
PRF Invesco RAFI US 1000 ETF	$1,054,804	$5,511 â–¼	-0.5%	19,523	0.1%	ETF
PM Philip Morris International	$1,051,088	$24,423 â–¼	-2.3%	5,810	0.1%	Consumer Staples
ITW Illinois Tool Works	$1,032,925		0.0%	3,819	0.1%	Industrials
GE VERNOVA INC	$1,032,702	$55,218 â–¼	-5.1%	879	0.1%	COM
ISTB iShares Core 1-5 Year USD Bond ETF	$1,005,772		0.0%	20,845	0.1%	Manufacturing
DTE DTE Energy	$997,304	$147,500 â–¼	-12.9%	6,545	0.1%	Utilities
IWR iShares Russell Mid-Cap ETF	$981,369	$5,185 â–¼	-0.5%	8,896	0.1%	ETF
IWN iShares Russell 2000 Value ETF	$978,810	$78,747 â–²	8.7%	4,425	0.1%	ETF
IWM iShares Russell 2000 ETF	$959,638	$3,305 â–¼	-0.3%	3,194	0.1%	Finance
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$904,934	$378,668 â–²	72.0%	11,882	0.1%	Manufacturing
EMR Emerson Electric	$889,391		0.0%	6,213	0.1%	Industrials
IBM International Business Machines	$878,624	$6,469 â–¼	-0.7%	3,124	0.1%	Computer and Technology
VHT Vanguard Health Care ETF	$872,811	$312,167 â–²	55.7%	2,919	0.1%	ETF
AMT American Tower	$856,780	$28,134 â–²	3.4%	5,238	0.1%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$834,022		0.0%	6,102	0.1%	ETF
ADI Analog Devices	$831,277	$158,868 â–¼	-16.0%	2,093	0.1%	Computer and Technology
VDE Vanguard Energy ETF	$824,815		0.0%	5,494	0.1%	ETF
BUFD FT Vest Laddered Deep Buffer ETF	$806,809	$157,070 â–²	24.2%	27,147	0.1%	ETF
TT Trane Technologies	$749,963		0.0%	1,527	0.1%	Construction
F Ford Motor	$749,311	$13,330 â–¼	-1.7%	53,907	0.1%	Auto/Tires/Trucks
OMC Omnicom Group	$745,416	$30,370 â–²	4.2%	10,235	0.1%	Business Services
DFUV Dimensional US Marketwide Value ETF	$727,013		0.0%	13,216	0.1%	ETF
CB Chubb	$722,740	$45,661 â–¼	-5.9%	2,121	0.1%	Finance
META Meta Platforms	$708,104	$19,716 â–¼	-2.7%	1,257	0.1%	Computer and Technology
V Visa	$698,020	$10,290 â–²	1.5%	2,035	0.1%	Business Services
PGR Progressive	$692,705		0.0%	3,171	0.1%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$691,988		0.0%	19,879	0.1%	ETF
DOV Dover	$689,437		0.0%	3,074	0.1%	Industrials
DAN Dana	$653,040		0.0%	24,000	0.1%	Auto/Tires/Trucks
DAL Delta Air Lines	$636,608	$484,691 â–¼	-43.2%	6,797	0.1%	Transportation
QSPT FT Vest Nasdaq-100 Buffer ETF - September	$625,901	$34,317 â–¼	-5.2%	17,965	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Center For Financial Planning, Inc. Top Holdings and 13F Report (2026)

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

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Center For Financial Planning, Inc. Top Holdings and 13F Report (2026)

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