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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | VOEVANGUARD INDEX FDS | 736 | $130K | 0.01% | |
| 202 | CRWDCROWDSTRIKE HLDGS INC | 274 | $128K | 0.01% | |
| 203 | DCHAMERICAN AXLE & MFG HLDGS IN | 20,000 | $128K | 0.01% | |
| 204 | AFLAFLAC INC | 1,125 | $124K | 0.01% | |
| 205 | CDNSCADENCE DESIGN SYSTEM INC | 394 | $123K | 0.01% | |
| 206 | ELVELEVANCE HEALTH INC FORMERLY | 349 | $122K | 0.01% | |
| 207 | JBLJABIL INC | 527 | $120K | 0.01% | |
| 208 | CA8ACACI INTL INC | 225 | $119K | 0.01% | |
| 209 | SNPSSYNOPSYS INC | 254 | $119K | 0.01% | |
| 210 | NSCNORFOLK SOUTHN CORP | 412 | $118K | 0.01% | |
| 211 | OGEOGE ENERGY CORP | 2,738 | $116K | 0.01% | |
| 212 | CGDGCAPITAL GROUP DIVIDEND VALUE | 2,571 | $112K | 0.01% | |
| 213 | CLIPGLOBAL X FDS | 1,124 | $112K | 0.01% | |
| 214 | FISVFISERV INC | 1,681 | $112K | 0.01% | |
| 215 | XYZBLOCK INC | 1,700 | $110K | 0.01% | |
| 216 | ESEVERSOURCE ENERGY | 1,648 | $110K | 0.01% | |
| 217 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 361 | $109K | 0.01% | |
| 218 | VTVANGUARD INTL EQUITY INDEX F | 773 | $109K | 0.01% | |
| 219 | NVONOVO-NORDISK A S | 2,134 | $108K | 0.01% | |
| 220 | CVSCVS HEALTH CORP | 1,341 | $106K | 0.01% | |
| 221 | COINCOINBASE GLOBAL INC | 470 | $106K | 0.01% | |
| 222 | RDDTREDDIT INC | 458 | $105K | 0.01% | |
| 223 | DFASDIMENSIONAL ETF TRUST | 1,518 | $105K | 0.01% | |
| 224 | STTSTATE STR CORP | 800 | $103K | 0.01% | |
| 225 | SCHWSCHWAB CHARLES CORP | 1,040 | $103K | 0.01% | |
| 226 | YUMCYUM CHINA HLDGS INC | 2,150 | $102K | 0.01% | |
| 227 | HRBBLOCK H & R INC | 2,303 | $100K | 0.01% | |
| 228 | PPGPPG INDS INC | 968 | $99K | 0.01% | |
| 229 | BXBLACKSTONE INC | 640 | $98K | 0.01% | |
| 230 | PYPLPAYPAL HLDGS INC | 1,668 | $97K | 0.01% | |
| 231 | AZNASTRAZENECA PLC | 1,057 | $97K | 0.01% | |
| 232 | BMYBRISTOL-MYERS SQUIBB CO | 1,804 | $97K | 0.01% | |
| 233 | QCOMQUALCOMM INC | 561 | $95K | 0.01% | |
| 234 | UNMUNUM GROUP | 1,234 | $95K | 0.01% | |
| 235 | QBTSD-WAVE QUANTUM INC | 3,645 | $95K | 0.01% | |
| 236 | IEMGISHARES INC | 1,402 | $94K | 0.01% | |
| 237 | RGTIRIGETTI COMPUTING INC | 4,212 | $93K | 0.01% | |
| 238 | LVSLAS VEGAS SANDS CORP | 1,440 | $93K | 0.01% | |
| 239 | COHRCOHERENT CORP | 500 | $92K | 0.01% | |
| 240 | ESSESSEX PPTY TR INC | 350 | $91K | 0.01% | |
| 241 | HYDVANECK ETF TRUST | 1,796 | $91K | 0.01% | |
| 242 | PEGPUBLIC SVC ENTERPRISE GRP IN | 1,119 | $89K | 0.01% | |
| 243 | ESGUISHARES TR | 588 | $87K | 0.01% | |
| 244 | PPLPPL CORP | 2,498 | $87K | 0.01% | |
| 245 | LSTRLANDSTAR SYS INC | 600 | $86K | 0.01% | |
| 246 | IJJISHARES TR | 660 | $86K | 0.01% | |
| 247 | SGOLETFS GOLD TR | 2,100 | $86K | 0.01% | |
| 248 | BSVVANGUARD BD INDEX FDS | 1,060 | $83K | 0.01% | |
| 249 | DTDWISDOMTREE TR | 982 | $83K | 0.01% | |
| 250 | MSCIMSCI INC | 145 | $83K | 0.01% | |
| 251 | ASANASANA INC | 6,000 | $82K | 0.01% | |
| 252 | CTVACORTEVA INC | 1,232 | $82K | 0.01% | |
| 253 | MFMMFS MUN INCOME TR | 15,000 | $81K | 0.01% | |
| 254 | EPDENTERPRISE PRODS PARTNERS L | 2,532 | $81K | 0.01% | |
| 255 | RGENREPLIGEN CORP | 494 | $80K | 0.01% | |
| 256 | USPHU S PHYSICAL THERAPY | 1,001 | $78K | 0.01% | |
| 257 | JMEEJ P MORGAN EXCHANGE TRADED F | 1,223 | $78K | 0.01% | |
| 258 | ILMNILLUMINA INC | 588 | $77K | 0.01% | |
| 259 | DFATDIMENSIONAL ETF TRUST | 1,300 | $77K | 0.01% | |
| 260 | CACCCREDIT ACCEP CORP MICH | 170 | $75K | 0.01% | |
| 261 | RMERESMED INC | 300 | $72K | 0.01% | |
| 262 | KRKROGER CO | 1,141 | $71K | 0.01% | |
| 263 | IAU*ISHARES GOLD TR | 878 | $71K | 0.01% | |
| 264 | SCHDSCHWAB STRATEGIC TR | 2,598 | $71K | 0.01% | |
| 265 | FEFIRSTENERGY CORP | 1,559 | $69K | 0.01% | |
| 266 | DDOGDATADOG INC | 502 | $68K | 0.01% | |
| 267 | A4SAMERIPRISE FINL INC | 137 | $67K | 0.01% | |
| 268 | CARRCARRIER GLOBAL CORPORATION | 1,271 | $67K | 0.01% | |
| 269 | IWVISHARES TR | 171 | $66K | 0.01% | |
| 270 | FVDFIRST TR EXCHANGE-TRADED FD | 1,418 | $65K | 0.01% | |
| 271 | ADMARCHER DANIELS MIDLAND CO | 1,122 | $64K | 0.01% | |
| 272 | NUNU HLDGS LTD | 3,787 | $63K | 0.01% | |
| 273 | WBDWARNER BROS DISCOVERY INC | 2,189 | $63K | 0.01% | |
| 274 | METMETLIFE INC | 778 | $61K | 0.01% | |
| 275 | MARMARRIOTT INTL INC NEW | 199 | $61K | 0.01% | |
| 276 | DDDUPONT DE NEMOURS INC | 1,542 | $61K | 0.01% | |
| 277 | TRMKTRUSTMARK CORP | 1,500 | $58K | 0.01% | |
| 278 | FDXFEDEX CORP | 200 | $57K | 0.01% | |
| 279 | COPCONOCOPHILLIPS | 616 | $57K | 0.01% | |
| 280 | DYHTARGET CORP | 583 | $56K | 0.01% | |
| 281 | OTISOTIS WORLDWIDE CORP | 635 | $55K | 0.01% | |
| 282 | ICEINTERCONTINENTAL EXCHANGE IN | 342 | $55K | 0.01% | |
| 283 | RSPINVESCO EXCHANGE TRADED FD T | 285 | $54K | 0.01% | |
| 284 | PANWPALO ALTO NETWORKS INC | 294 | $54K | 0.01% | |
| 285 | VCRVANGUARD WORLD FD | 136 | $53K | 0.01% | |
| 286 | EGPEASTGROUP PPTYS INC | 300 | $53K | 0.01% | |
| 287 | SOLVSOLVENTUM CORP | 669 | $53K | 0.01% | |
| 288 | APOAPOLLO GLOBAL MGMT INC | 372 | $53K | 0.01% | |
| 289 | ESGDISHARES TR | 549 | $52K | 0.01% | |
| 290 | ADPAUTOMATIC DATA PROCESSING IN | 205 | $52K | 0.01% | |
| 291 | IOOISHARES TR | 404 | $51K | 0.01% | |
| 292 | DVNDEVON ENERGY CORP NEW | 1,416 | $51K | 0.01% | |
| 293 | CEGCONSTELLATION ENERGY CORP | 145 | $51K | 0.01% | |
| 294 | TMUST-MOBILE US INC | 249 | $50K | 0.01% | |
| 295 | BEBLOOM ENERGY CORP | 579 | $50K | 0.01% | |
| 296 | GLGLOBE LIFE INC | 354 | $49K | 0.01% | |
| 297 | AFGAMERICAN FINL GROUP INC OHIO | 363 | $49K | 0.01% | |
| 298 | SBACSBA COMMUNICATIONS CORP NEW | 257 | $49K | 0.01% | |
| 299 | MGCVANGUARD WORLD FD | 195 | $48K | 0.00% | |
| 300 | SLVISHARES SILVER TR | 750 | $48K | 0.00% |