Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961.1M
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $339.5M |
AGGISHARES TR | $103.0M |
AQLTISHARES TR | $98.5M |
VBVANGUARD INDEX FDS | $65.8M |
VOVANGUARD INDEX FDS | $47.9M |
VWOVANGUARD INTL EQUITY INDEX F | $30.9M |
QUALISHARES TR | $18.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $14.3M |
VBRVANGUARD INDEX FDS | $12.1M |
MSFTMICROSOFT CORP | $11.6M |
VXUSVANGUARD STAR FDS | $10.1M |
AAPLAPPLE INC | $8.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.7M |
GOOGALPHABET INC | $6.1M |
AMZNAMAZON COM INC | $5.7M |
JPMJPMORGAN CHASE & CO. | $5.6M |
VUGVANGUARD INDEX FDS | $4.3M |
VSSVANGUARD INTL EQUITY INDEX F | $4.1M |
ABBVABBVIE INC | $4.0M |
JNJJOHNSON & JOHNSON | $3.3M |
LMBSFIRST TR EXCHANGE-TRADED FD | $3.3M |
IJHISHARES TR | $3.3M |
VBKVANGUARD INDEX FDS | $3.3M |
AVGOBROADCOM INC | $3.3M |
RJFRAYMOND JAMES FINL INC | $3.1M |
VGTVANGUARD WORLD FD | $3.1M |
SPYSPDR S&P 500 ETF TR | $3.0M |
FSIGFIRST TR EXCHANGE-TRADED FD | $3.0M |
NEENEXTERA ENERGY INC | $2.9M |
PGPROCTER AND GAMBLE CO | $2.8M |
MCKMCKESSON CORP | $2.7M |
VTIVANGUARD INDEX FDS | $2.7M |
BUFRFIRST TR EXCHNG TRADED FD VI | $2.6M |
AXPAMERICAN EXPRESS CO | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.3M |
ABTABBOTT LABS | $2.2M |
VTVVANGUARD INDEX FDS | $2.2M |
EAGGISHARES TR | $2.2M |
CRMSALESFORCE INC | $2.1M |
MSIMOTOROLA SOLUTIONS INC | $1.9M |
PEPPEPSICO INC | $1.9M |
XOMEXXON MOBIL CORP | $1.9M |
CVXCHEVRON CORP NEW | $1.9M |
VVVANGUARD INDEX FDS | $1.8M |
GOOGLALPHABET INC | $1.8M |
SYKSTRYKER CORPORATION | $1.7M |
HDHOME DEPOT INC | $1.7M |
CLCOLGATE PALMOLIVE CO | $1.7M |
MCDMCDONALDS CORP | $1.6M |
NVDANVIDIA CORPORATION | $1.6M |
IJRISHARES TR | $1.6M |
KOCOCA COLA CO | $1.6M |
IVVISHARES TR | $1.5M |
WMTWALMART INC | $1.4M |
ETNEATON CORP PLC | $1.4M |
TSLATESLA INC | $1.3M |
MRKMERCK & CO INC | $1.3M |
VTEBVANGUARD MUN BD FDS | $1.2M |
MMM3M CO | $1.2M |
NDQINVESCO QQQ TR | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
UNPUNION PAC CORP | $1.1M |
ITWILLINOIS TOOL WKS INC | $1.0M |
ISTBISHARES TR | $1.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
4I1PHILIP MORRIS INTL INC | $967K |
DTEDTE ENERGY CO | $963K |
PRFINVESCO EXCHANGE TRADED FD T | $956K |
IBMINTERNATIONAL BUSINESS MACHS | $937K |
DFUSDIMENSIONAL ETF TRUST | $903K |
EMREMERSON ELEC CO | $899K |
IWRISHARES TR | $868K |
DALDELTA AIR LINES INC DEL | $853K |
IWNISHARES TR | $850K |
LLYELI LILLY & CO | $844K |
METAMETA PLATFORMS INC | $830K |
MPCMARATHON PETE CORP | $816K |
AMTAMERICAN TOWER CORP NEW | $802K |
IWMISHARES TR | $797K |
OMCOMNICOM GROUP INC | $792K |
CSCOCISCO SYS INC | $776K |
AMDADVANCED MICRO DEVICES INC | $752K |
TTTRANE TECHNOLOGIES PLC | $728K |
FFORD MTR CO | $724K |
PGRPROGRESSIVE CORP | $722K |
DHRDANAHER CORPORATION | $699K |
IJSISHARES TR | $693K |
VDEVANGUARD WORLD FD | $691K |
CBCHUBB LIMITED | $689K |
ADIANALOG DEVICES INC | $652K |
VVISA INC | $643K |
BUFDFIRST TR EXCHNG TRADED FD VI | $617K |
DFUVDIMENSIONAL ETF TRUST | $615K |
GEVGE VERNOVA INC | $605K |
DOVDOVER CORP | $600K |
QSPTFIRST TR EXCHNG TRADED FD VI | $600K |
CMECME GROUP INC | $593K |
SCHVSCHWAB STRATEGIC TR | $578K |
4DHDANA INC | $570K |
RTXRTX CORPORATION | $554K |
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