Center For Financial Planning, Inc. Top Holdings and 13F Report (2026) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $1.08 billion in total holdings as of September 30, 2026.Center For Financial Planning, Inc. owns shares of 836 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 666 new stocks and bought additional shares in 247 stocks.Center For Financial Planning, Inc. sold shares of 84 stocks and completely divested from 39 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $386,169,870iShares Core U.S. Aggregate Bond ETF $106,243,649SPDR Portfolio Developed World ex-US ETF $87,418,574Vanguard Small-Cap ETF $72,949,730Vanguard Mid-Cap ETF $54,360,604 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $1,145,514 Holding74762E102 - Quanta Services $300,052 Holding482480100 - KLA $295,708 Holding921910733 - Vanguard ESG U.S. Stock ETF $266,045 Holding33740F888 - First Trust TCW Unconstrained Plus Bond ETF $263,165 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 39,959 shares (about $3.78M)SPDR Portfolio Developed World ex-US ETF 73,844 shares (about $3.71M)Vanguard S&P 500 ETF 1,777 shares (about $1.25M)Vanguard Mid-Cap ETF 14,927 shares (about $1.17M)LAM RESEARCH CORP 3,487 shares (about $1.15M) Largest Sales this Quarter iShares National Muni Bond ETF 2,678 shares (about $270.74K)Vanguard Small-Cap ETF 718 shares (about $204.26K)iShares MSCI USA Quality Factor ETF 771 shares (about $171.35K)iShares Core MSCI EAFE ETF 1,735 shares (about $168.09K)Vanguard Tax-Exempt Bond ETF 3,531 shares (about $167.23K) 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$386,169,870$1,245,429 ▲0.3%550,99435.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$106,243,649$3,777,726 ▲3.7%1,123,7959.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$87,418,574$3,707,707 ▲4.4%1,741,0598.1%ETFVBVanguard Small-Cap ETF$72,949,730$204,264 ▼-0.3%256,4226.8%ETFVOVanguard Mid-Cap ETF$54,360,604$1,170,576 ▲2.2%693,1985.1%ETFIEFAiShares Core MSCI EAFE ETF$41,845,364$168,087 ▼-0.4%431,9293.9%ETFVWOVanguard FTSE Emerging Markets ETF$35,845,992$723,345 ▲2.1%604,3833.3%ETFQUALiShares MSCI USA Quality Factor ETF$19,790,201$171,349 ▼-0.9%89,0481.8%ETFMSFTMicrosoft$13,854,916$331,857 ▲2.5%27,0121.3%TechnologyVBRVanguard Small-Cap Value ETF$12,819,206$121,984 ▼-0.9%55,4871.2%ETFVXUSVanguard Total International Stock ETF$11,143,418$3,228 ▼0.0%131,1601.0%ETFAAPLApple$10,840,365$183,165 ▲1.7%32,5511.0%TechnologyBRK.BBerkshire Hathaway$7,749,097$153,369 ▲2.0%15,5620.7%FinanceAMZNAmazon.com$6,429,066$145,504 ▲2.3%25,8040.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$6,163,515$448,947 ▲7.9%18,6300.6%FinanceVUGVanguard Growth ETF$4,985,696$209,055 ▲4.4%55,3290.5%ETFABBVAbbVie$4,680,771$128,968 ▲2.8%17,8930.4%HealthcareVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,638,559$261,441 ▲6.0%29,8780.4%ETFJNJJohnson & Johnson$4,281,919$100,602 ▲2.4%16,1740.4%HealthcareVGTVanguard Information Technology ETF$4,120,8440.0%32,7910.4%ETFAVGOBroadcom$3,979,685$474,809 ▲13.5%11,3320.4%TechnologyIJHiShares Core S&P Mid-Cap ETF$3,492,093$8,562 ▼-0.2%48,5350.3%ETFVBKVanguard Small-Cap Growth ETF$3,337,036$75,005 ▼-2.2%9,8770.3%ETFSPYSPDR S&P 500 ETF Trust$3,151,949$97,617 ▼-3.0%4,1330.3%ETFRJFRaymond James Financial$3,144,742$122,629 ▲4.1%19,9000.3%FinanceLMBSFirst Trust Low Duration Opportunities ETF$3,126,715$48 ▼0.0%64,5210.3%ETFVTIVanguard Total Stock Market ETF$3,085,983$117,886 ▲4.0%8,2460.3%ETFNVDANVIDIA$2,991,092$701,812 ▲30.7%13,0970.3%TechnologyBUFRFT Vest Laddered Buffer ETF$2,849,143$50,959 ▲1.8%76,0380.3%ETFMCKMcKesson$2,797,081$854 ▼0.0%3,2760.3%HealthcareTMOThermo Fisher Scientific$2,748,803$70,880 ▲2.6%4,0720.3%HealthcareCVXChevron$2,691,348$188,082 ▲7.5%13,1790.3%EnergyVTVVanguard Value ETF$2,679,608$217,593 ▲8.8%12,4010.2%ETFNEENextEra Energy$2,662,719$46,429 ▲1.8%35,1560.2%UtilitiesPGProcter & Gamble$2,505,127$33,270 ▼-1.3%17,2430.2%Consumer StaplesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,360,618$124,529 ▲5.6%52,1680.2%ETFMSIMotorola Solutions$2,344,910$2,230 ▲0.1%5,2580.2%TechnologyFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,295,9370.0%124,9150.2%ETFETNEaton$2,281,098$544,490 ▲31.4%5,3080.2%IndustrialsCRMSalesforce$2,228,342$79,206 ▼-3.4%9,7060.2%TechnologyKOCoca-Cola$2,084,910$96,670 ▲4.9%24,2200.2%Consumer StaplesVVVanguard Large-Cap ETF$2,033,899$352 ▲0.0%5,7800.2%ETFABTAbbott Laboratories$2,020,137$11,860 ▲0.6%20,4400.2%HealthcareMPCMarathon Petroleum$2,002,614$150,671 ▲8.1%5,0640.2%EnergyAXPAmerican Express$1,950,4970.0%6,4140.2%FinanceGOOGLAlphabet$1,887,903$158,989 ▲9.2%5,4860.2%Communication ServicesCLColgate-Palmolive$1,848,116$12,713 ▲0.7%21,6610.2%Consumer StaplesAMDAdvanced Micro Devices$1,772,268$40,376 ▼-2.2%2,8970.2%TechnologyUNPUnion Pacific$1,764,261$467,803 ▲36.1%6,4830.2%IndustrialsIJRiShares Core S&P Small-Cap ETF$1,698,459$95,636 ▼-5.3%12,4850.2%ETFPEPPepsiCo$1,672,032$13,306 ▼-0.8%13,1940.2%Consumer StaplesIVViShares Core S&P 500 ETF$1,599,8600.0%2,0890.1%ETFMRKMerck & Co., Inc.$1,531,422$129,907 ▼-7.8%10,5390.1%HealthcareVIGVanguard Dividend Appreciation ETF$1,484,259$189,237 ▲14.6%6,3610.1%ETFWALMART INC$1,443,037$216,050 ▲17.6%13,8860.1%COMSYKStryker$1,397,328$1,102 ▲0.1%5,0740.1%HealthcareHDHome Depot$1,382,845$12,235 ▼-0.9%4,8600.1%Consumer DiscretionaryBUFDFT Vest Laddered Deep Buffer ETF$1,333,243$508,789 ▲61.7%43,9000.1%ETFMMM3M$1,240,481$24,622 ▲2.0%7,5570.1%IndustrialsMCDMcDonald's$1,179,994$44,114 ▼-3.6%5,1090.1%Consumer DiscretionaryQQQInvesco QQQ$1,175,533$145,739 ▼-11.0%1,5890.1%ETFLLYEli Lilly and Company$1,159,394$8,100 ▲0.7%1,0020.1%HealthcareDFUSDimensional U.S. Equity ETF$1,154,2000.0%13,9010.1%ETFLAM RESEARCH CORP$1,145,514$1,145,514 ▲New Holding3,4870.1%COM NEWPMPhilip Morris International$1,143,775$35,111 ▲3.2%5,9940.1%Consumer StaplesMETAMeta Platforms$1,063,900$152,297 ▲16.7%1,4670.1%Communication ServicesCSCOCisco Systems$1,059,079$26,369 ▲2.6%9,8400.1%TechnologyADIAnalog Devices$1,039,388$209,068 ▲25.2%2,6200.1%TechnologyPRFInvesco RAFI US 1000 ETF$1,027,148$35,488 ▼-3.3%18,8710.1%ETFEMREmerson Electric$1,024,125$60,489 ▲6.3%6,6030.1%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$1,009,620$167,228 ▼-14.2%21,3180.1%ETFVEAVanguard FTSE Developed Markets ETF$998,734$50,699 ▼-4.8%14,1440.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$984,9260.0%20,8450.1%ETFITWIllinois Tool Works$982,5520.0%3,8190.1%IndustrialsIRBOiShares Robotics and Artificial Intelligence Multisector ETF$958,871$28,273 ▲3.0%12,2430.1%ETFVDEVanguard Energy ETF$949,978$4,132 ▲0.4%5,5180.1%ETFIWRiShares Russell Mid-Cap ETF$943,368$5,976 ▼-0.6%8,8400.1%ETFIWNiShares Russell 2000 Value ETF$926,8160.0%4,4250.1%ETFVHTVanguard Health Care ETF$922,6370.0%2,9190.1%ETFBNDVanguard Total Bond Market ETF$913,353$869,088 ▲1,963.4%13,0200.1%ETFTSLATesla$911,861$71,672 ▼-7.3%2,5700.1%Consumer DiscretionaryVVisa$906,785$175,391 ▲24.0%2,5230.1%FinanceIWMiShares Russell 2000 ETF$887,5800.0%3,1940.1%ETFGE VERNOVA INC$871,599$36,119 ▲4.3%9170.1%COMAMTAmerican Tower$859,372$1,964 ▲0.2%5,2500.1%Real EstateDTEDTE Energy$853,486$56,274 ▲7.1%7,0070.1%UtilitiesRTXRTX$845,450$234,476 ▲38.4%4,5540.1%IndustrialsJCIJohnson Controls International$797,061$218,664 ▲37.8%5,3620.1%IndustrialsTTTrane Technologies$789,602$99,039 ▲14.3%1,7460.1%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$781,6660.0%6,1020.1%ETFCBChubb$731,190$41,308 ▲6.0%2,2480.1%FinanceOMCOmnicom Group$729,305$24,298 ▼-3.2%9,9050.1%Communication ServicesDFUVDimensional US Marketwide Value ETF$726,8800.0%13,2160.1%ETFIBMInternational Business Machines$709,150$21,996 ▲3.2%3,2240.1%TechnologyFFord Motor$696,338$46,214 ▲7.1%57,7390.1%Consumer DiscretionaryCMECME Group$677,249$136,498 ▲25.2%2,5850.1%FinancePGRProgressive$673,757$16,377 ▲2.5%3,2500.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$662,1690.0%19,8790.1%ETFDANDana$655,4400.0%24,0000.1%Consumer DiscretionaryCATCaterpillar$648,632$364,045 ▲127.9%8000.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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