Center for Financial Planning, Inc.
CIK: 0001803557Latest portfolio: $961.1M · Q4 2025
Holdings
702
Total Value
$961.1M
New Positions
695
Closed Positions
0
Top Holdings
View All 702 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 541,356 | $339.5M | 35.32% | NEW | |
| 2 | AGGISHARES TR | 1,030,946 | $103.0M | 10.71% | NEW | |
| 3 | AQLTISHARES TR | 1,100,810 | $98.5M | 10.25% | NEW | |
| 4 | VBVANGUARD INDEX FDS | 255,199 | $65.8M | 6.85% | NEW | |
| 5 | VOVANGUARD INDEX FDS | 165,038 | $47.9M | 4.98% | NEW | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 574,323 | $30.9M | 3.21% | NEW | |
| 7 | QUALISHARES TR | 91,876 | $18.2M | 1.90% | NEW | |
| 8 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19 | $14.3M | 1.49% | NEW | |
| 9 | VBRVANGUARD INDEX FDS | 57,300 | $12.1M | 1.26% | NEW | |
| 10 | MSFTMICROSOFT CORP | 23,886 | $11.6M | 1.20% | NEW | |
| 11 | VXUSVANGUARD STAR FDS | 133,417 | $10.1M | 1.05% | NEW | |
| 12 | AAPLAPPLE INC | 32,000 | $8.7M | 0.91% | NEW | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,302 | $7.7M | 0.80% | NEW | |
| 14 | GOOGALPHABET INC | 19,542 | $6.1M | 0.64% | NEW | |
| 15 | AMZNAMAZON COM INC | 24,790 | $5.7M | 0.60% | NEW | |
| 16 | JPMJPMORGAN CHASE & CO. | 17,344 | $5.6M | 0.58% | NEW | |
| 17 | VUGVANGUARD INDEX FDS | 8,899 | $4.3M | 0.45% | NEW | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 28,440 | $4.1M | 0.42% | NEW | |
| 19 | ABBVABBVIE INC | 17,433 | $4.0M | 0.41% | NEW | |
| 20 | JNJJOHNSON & JOHNSON | 16,009 | $3.3M | 0.34% | NEW | |
| 21 | LMBSFIRST TR EXCHANGE-TRADED FD | 65,971 | $3.3M | 0.34% | NEW | |
| 22 | IJHISHARES TR | 49,937 | $3.3M | 0.34% | NEW | |
| 23 | VBKVANGUARD INDEX FDS | 10,858 | $3.3M | 0.34% | NEW | |
| 24 | AVGOBROADCOM INC | 9,431 | $3.3M | 0.34% | NEW | |
| 25 | RJFRAYMOND JAMES FINL INC | 19,281 | $3.1M | 0.32% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.1551869932642057e+177T)
Industrials0.0% ($1.385118610881043e+126T)
Healthcare0.0% ($3.983331326882299e+116T)
Consumer Cyclical0.0% ($5.722170616431327e+94T)
Unknown0.0% ($9.84771434176911e+62T)
Communication Services0.0% ($6.132177183079245e+51T)
Energy0.0% ($1.8871884816282226e+51T)
Consumer Defensive0.0% ($2.792191216991626e+46T)
Utilities0.0% ($2.853963605292172e+39T)
Real Estate0.0% ($8.024111909153494e+32T)
Basic Materials0.0% ($4.7713499826139387e+24T)
Filing History
Fund Information
Center for Financial Planning, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $961.1M across 702 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 35.3% of the portfolio. Compared to the previous quarter, the fund opened 702 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.