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 |
|---|---|
BAXBAXTER INTL INC | $22K |
ROSTROSS STORES INC | $22K |
FHLCFIDELITY COVINGTON TRUST | $22K |
NKENIKE INC | $21K |
JOBYJOBY AVIATION INC | $20K |
SMHVANECK ETF TRUST | $20K |
NFGNATIONAL FUEL GAS CO | $20K |
LQDISHARES TR | $20K |
RUNSUNRUN INC | $20K |
XLYSELECT SECTOR SPDR TR | $20K |
ZTSZOETIS INC | $20K |
CLFCLEVELAND-CLIFFS INC NEW | $20K |
AHRAMERICAN HEALTHCARE REIT INC | $20K |
MRVLMARVELL TECHNOLOGY INC | $20K |
GDXVANECK ETF TRUST | $19K |
IRTINDEPENDENCE RLTY TR INC | $19K |
BSXBOSTON SCIENTIFIC CORP | $19K |
VCSHVANGUARD SCOTTSDALE FDS | $19K |
NETCLOUDFLARE INC | $19K |
NUVNUVEEN MUN VALUE FD INC | $18K |
VLOVALERO ENERGY CORP | $18K |
AIZASSURANT INC | $18K |
VFHVANGUARD WORLD FD | $18K |
TXNTEXAS INSTRS INC | $18K |
GDRXGOODRX HLDGS INC | $18K |
AEEAMEREN CORP | $18K |
KFKOREA FD INC | $18K |
7HPHP INC | $18K |
UWMCUWM HOLDINGS CORPORATION | $17K |
LOBLIVE OAK BANCSHARES INC | $17K |
MPWRMONOLITHIC PWR SYS INC | $17K |
XLVSELECT SECTOR SPDR TR | $17K |
CZWICITIZENS CMNTY BANCORP INC M | $17K |
NBISNEBIUS GROUP N.V. | $17K |
SHWSHERWIN WILLIAMS CO | $17K |
MNSTMONSTER BEVERAGE CORP NEW | $16K |
CCOCAMECO CORP | $16K |
KBHKB HOME | $16K |
AXGNAXOGEN INC | $16K |
KMIKINDER MORGAN INC DEL | $16K |
FBINFORTUNE BRANDS INNOVATIONS I | $15K |
RMAXRE MAX HLDGS INC | $15K |
TRVCCITIGROUP INC | $15K |
CCLDCARECLOUD INC | $15K |
GILDGILEAD SCIENCES INC | $14K |
SPGSIMON PPTY GROUP INC NEW | $14K |
KMBKIMBERLY-CLARK CORP | $14K |
STWDSTARWOOD PPTY TR INC | $14K |
AMEAMETEK INC | $14K |
NGVTINGEVITY CORP | $14K |
PHOINVESCO EXCHANGE TRADED FD T | $14K |
VWOBVANGUARD WHITEHALL FDS | $13K |
SONYSONY GROUP CORP | $13K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $13K |
TRVTRAVELERS COMPANIES INC | $13K |
DNPDNP SELECT INCOME FD INC | $13K |
TTETOTALENERGIES SE | $13K |
CHPTCHARGEPOINT HOLDINGS INC | $13K |
TELTE CONNECTIVITY PLC | $13K |
8CWCROWN CASTLE INC | $13K |
MBWMMERCANTILE BK CORP | $13K |
EAELECTRONIC ARTS INC | $12K |
RBLXROBLOX CORP | $12K |
SCHOSCHWAB STRATEGIC TR | $12K |
MGYMAGNOLIA OIL & GAS CORP | $12K |
SPOTSPOTIFY TECHNOLOGY S A | $12K |
EFGISHARES TR | $12K |
HBC2HSBC HLDGS PLC | $12K |
IBNICICI BANK LIMITED | $11K |
EXPEEXPEDIA GROUP INC | $11K |
OPENOPENDOOR TECHNOLOGIES INC | $11K |
HPEHEWLETT PACKARD ENTERPRISE C | $11K |
SHOPSHOPIFY INC | $11K |
CHICALAMOS CONV OPPORTUNITIES & | $11K |
BBBLACKBERRY LTD | $11K |
SCISERVICE CORP INTL | $11K |
PSTGPURE STORAGE INC | $11K |
VCITVANGUARD SCOTTSDALE FDS | $11K |
IEVISHARES TR | $11K |
PNCPNC FINL SVCS GROUP INC | $11K |
PLTRPALANTIR TECHNOLOGIES INC | $11K |
SYFSYNCHRONY FINANCIAL | $11K |
SBUXSTARBUCKS CORP | $11K |
LENLENNAR CORP | $10K |
JNKSPDR SERIES TRUST | $10K |
DBMFLITMAN GREGORY FDS TR | $10K |
ESMLISHARES TR | $10K |
NIONIO INC | $10K |
LITGLOBAL X FDS | $10K |
LPLALPL FINL HLDGS INC | $10K |
ORLYOREILLY AUTOMOTIVE INC | $9K |
REYNREYNOLDS CONSUMER PRODS INC | $9K |
SJMSMUCKER J M CO | $9K |
ALVAUTOLIV INC | $9K |
NEMNEWMONT CORP | $9K |
UAUNDER ARMOUR INC | $9K |
IUSBISHARES TR | $9K |
ICSHISHARES TR | $9K |
BBJPJ P MORGAN EXCHANGE TRADED F | $9K |
BCDABRDN ETFS | $9K |