Top Institutional Investors

Center for Financial Planning, Inc. — 13F Holdings & Portfolio

CIK 1803557 · latest 13F-HR filed 2026-07-21

Backtest portfolio

Center for Financial Planning, Inc. manages $1.07B in 13F-reported U.S. long-equity assets across 669 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (35.23%), AGG (10.03%), SPDW (7.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions and exited 24; 344 existing positions rose in reported value and 146 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.07B

Long-equity book

Holdings
669

Distinct positions

Period
2026-06-30

Filed 2026-07-21

Q/Q Activity
+32 / −24 / ↑344 / ↓146

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO35.3% · +1%AGG10.0% · +3%SPDW7.9% · +4%VB7.3% · +1%VO5.1% · +304%IEFA3.9% · -0%VWO3.3% · +2%QUAL1.8% · -1%BRK.A1.3% · 0%VBR1.3% · +0%VXUS1.0% · -0%MSFT0.9% · -0%AAPL0.9% · +0%BRK.B0.7% · +1%GOOG0.6% · +0%AMZN0.6% · +2%JPM0.5% · -0%VUG0.4% · +496%ABBV0.4% · 0%VSS0.4% · -1%JNJ0.4% · -1%VGT0.4% · +708%AVGO0.4% · +2%IJH0.4% · -2%VBK0.3% · -4%LMBS0.3% · -3%SPY0.3% · -2%NEE0.3% · -2%VTI0.3% · 0%RJF0.3% · 0%BUFR0.3% · +1%PG0.2% · -5%VTV0.2% · +0%MCK0.2% · 0%FSIG0.2% · -5%EAGG0.2% · +14%MSI0.2% · +2%AXP0.2% · 0%XOM0.2% · -4%CVX0.2% · -0%NVDA0.2% · -7%TMO0.2% · 0%VV0.2% · +0%CL0.2% · 0%IJR0.2% · -0%KO0.2% · -1%ABT0.2% · +15%PEP0.2% · -0%GOOGL0.2% · 0%HD0.2% · -1%ETN0.2% · -7%AMD0.2% · -16%SYK0.1% · 0%CRM0.1% · +6%IVV0.1% · 0%MRK0.1% · -0%MCD0.1% · 0%WMT0.1% · -7%QQQ0.1% · +0%VIG0.1% · +10%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 77.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 11, 2026.

Assets Under Management
$1.97B
Discretionary
$1.94B
Employees
26
Accounts
4,285
Address
24800 DENSO DRIVE
SUITE 300
SOUTHFIELD, MI 48033-7470
Phone
(248) 948-7900
Website
Name Title / Status Ownership Type
ADAMS, LAUREN, ELIZABETH ControlMANAGING PARTNER
since Jan 2021
Less than 5%Individual
CENTER FOR FINANCIAL PLANNING II, LLC ControlLIMITED LIABILITY COMPANY
since Aug 2026
75% or moreDomestic Entity
DEFENTHALER, NICHOLAS, GEORGE ControlCHIEF PLANNING OFFICER / PARTNER
since Jan 2020
Less than 5%Individual
PALACIOS, ANGELA, SUE ControlCHIEF INVESTMENT OFFICER / PARTNER
since Jan 2019
Less than 5%Individual
WYMAN, TIMOTHY, WARREN ControlCHIEF COMPLIANCE OFFICER / PARTNER
since Jan 2005
Less than 5%Individual
Wagner, Jason, Brian ControlCHIEF OPERATIONS OFFICER
since Feb 2025
Less than 5%Individual
ADAMS, SANDRA, DEEPARTNER
since Dec 2013
Less than 5%Individual
BROCAVICH, MICHAEL, SHANEPARTNER
since Jan 2024
Less than 5%Individual
HASSINGER, KALI, ELLENPARTNER
since Jan 2026
Less than 5%Individual
TRUJILLO, MATTHEW, ATANACIOPARTNER
since Jan 2021
Less than 5%Individual
WYMAN, TIMOTHY, WARREN Control
Indirect owner via CENTER FOR FINANCIAL PLANNING II, LLC
MEMBER
since Aug 2026
25–50%Individual
Ownership & leadership changes · 12 filings with changes since Mar 13, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 11, 2026 filing
  • AddedCENTER FOR FINANCIAL PLANNING II, LLC · LIMITED LIABILITY COMPANY · 75% or more · control person
  • AddedWYMAN, TIMOTHY, WARREN · MEMBER · 25–50% · indirect via CENTER FOR FINANCIAL PLANNING II, LLC · control person
  • AddedWagner, Jason, Brian · CHIEF OPERATIONS OFFICER · Less than 5% · control person
  • ChangedADAMS, LAUREN, ELIZABETH · title DIRECTOR/TREASURER → MANAGING PARTNER; ownership 10–25% → Less than 5%; now a control person
  • ChangedADAMS, SANDRA, DEE · title DIRECTOR → PARTNER; ownership 10–25% → Less than 5%
  • ChangedBROCAVICH, MICHAEL, SHANE · title DIRECTOR → PARTNER; ownership 5–10% → Less than 5%
  • ChangedDEFENTHALER, NICHOLAS, GEORGE · title DIRECTOR → CHIEF PLANNING OFFICER / PARTNER; ownership 10–25% → Less than 5%; now a control person
  • ChangedHASSINGER, KALI, ELLEN · ownership 5–10% → Less than 5%
  • ChangedPALACIOS, ANGELA, SUE · title DIRECTOR → CHIEF INVESTMENT OFFICER / PARTNER; ownership 10–25% → Less than 5%; now a control person
  • ChangedTRUJILLO, MATTHEW, ATANACIO · title DIRECTOR → PARTNER; ownership 5–10% → Less than 5%
  • ChangedWYMAN, TIMOTHY, WARREN · title PRESIDENT/CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER / PARTNER; ownership 25–50% → Less than 5%
Mar 24, 2026 filing
  • AddedHASSINGER, KALI, ELLEN · PARTNER · 5–10%
Mar 18, 2025 filing
  • No longer listedCHOPE, MATTHEW, EDWARD · DIRECTOR · 10–25% · listed since Jan 2005
  • ChangedADAMS, LAUREN, ELIZABETH · ownership 5–10% → 10–25%
  • ChangedDEFENTHALER, NICHOLAS, GEORGE · ownership 5–10% → 10–25%
Mar 26, 2024 filing
  • AddedBROCAVICH, MICHAEL, SHANE · DIRECTOR · 5–10%
Mar 29, 2023 filing
  • ChangedADAMS, LAUREN, ELIZABETH · title DIRECTOR → DIRECTOR/TREASURER
  • ChangedCHOPE, MATTHEW, EDWARD · title DIRECTOR/TREASURER → DIRECTOR
  • ChangedPALACIOS, ANGELA, SUE · ownership 5–10% → 10–25%
Mar 25, 2022 filing
  • ChangedADAMS, LAUREN, ELIZABETH · ownership Less than 5% → 5–10%
  • ChangedADAMS, SANDRA, DEE · ownership 5–10% → 10–25%
  • ChangedCHOPE, MATTHEW, EDWARD · ownership 25–50% → 10–25%; no longer a control person
  • ChangedTRUJILLO, MATTHEW, ATANACIO · ownership Less than 5% → 5–10%
Mar 24, 2022 filing
  • No longer listedRENCHIK, LAURIE, DIANE · DIRECTOR · 5–10% · listed since Dec 2013
Mar 25, 2021 filing
  • AddedADAMS, LAUREN, ELIZABETH · DIRECTOR · Less than 5%
  • AddedTRUJILLO, MATTHEW, ATANACIO · DIRECTOR · Less than 5%
May 28, 2020 filing
  • AddedDEFENTHALER, NICHOLAS, GEORGE · DIRECTOR · 5–10%
  • ChangedPALACIOS, ANGELA, SUE · ownership Less than 5% → 5–10%
Mar 15, 2019 filing
  • AddedPALACIOS, ANGELA, SUE · DIRECTOR · Less than 5%
Older changes (3 more filings)
Aug 6, 2018 filing
  • No longer listedJOY, MELISSA, W · DIRECTOR/SECRETARY · 25–50% · control person · listed since Dec 2012
Mar 25, 2014 filing
  • No longer listedBOYCE, DANIEL, HOBBS · DIRECTOR/PLANNER · 25–50% · control person · listed since Mar 1988
  • No longer listedGUNTHER, MARILYN, MILLARD · PRESIDENT/SECRETARY/TREASURER · 25–50% · control person · listed since Mar 1988
  • AddedADAMS, SANDRA, DEE · DIRECTOR · 5–10%
  • AddedJOY, MELISSA, W · DIRECTOR/SECRETARY · 25–50% · control person
  • AddedRENCHIK, LAURIE, DIANE · DIRECTOR · 5–10%
  • ChangedCHOPE, MATTHEW, EDWARD · title DIRECTOR/PLANNER → DIRECTOR/TREASURER
  • ChangedWYMAN, TIMOTHY, WARREN · title DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER → PRESIDENT/CHIEF COMPLIANCE OFFICER
Mar 13, 2012 filing (earliest on record)
  • ListedBOYCE, DANIEL, HOBBS · DIRECTOR/PLANNER · 25–50% · control person
  • ListedCHOPE, MATTHEW, EDWARD · DIRECTOR/PLANNER · 25–50% · control person
  • ListedGUNTHER, MARILYN, MILLARD · PRESIDENT/SECRETARY/TREASURER · 25–50% · control person
  • ListedWYMAN, TIMOTHY, WARREN · DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Center for Financial Planning, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $376.9M 35.23% 548,838 SH
2 ISHARES TR AGG 464287226 $107.3M 10.03% 1,083,836 SH
3 SPDR INDEX SHS FDS SPDW 78463X889 $84.0M 7.85% 1,667,215 SH
4 VANGUARD INDEX FDS VB 922908751 $77.9M 7.29% 257,140 SH
5 VANGUARD INDEX FDS VO 922908629 $54.6M 5.10% 677,831 SH
6 ISHARES TR IEFA 46432F842 $41.9M 3.91% 433,664 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $35.3M 3.30% 592,187 SH
8 ISHARES TR QUAL 46432F339 $19.7M 1.84% 89,819 SH
9 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $14.2M 1.33% 19 SH
10 VANGUARD INDEX FDS VBR 922908611 $13.6M 1.27% 55,818 SH
11 VANGUARD STAR FDS VXUS 921909768 $11.2M 1.05% 131,198 SH
12 MICROSOFT CORP MSFT 594918104 $9.8M 0.92% 26,365 SH
13 APPLE INC AAPL 037833100 $9.3M 0.87% 32,001 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.6M 0.71% 15,254 SH
15 ALPHABET INC GOOG 02079K107 $6.9M 0.65% 19,567 SH
16 AMAZON COM INC AMZN 023135106 $6.0M 0.56% 25,220 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $5.7M 0.53% 17,273 SH
18 VANGUARD INDEX FDS VUG 922908736 $4.6M 0.43% 53,009 SH
19 ABBVIE INC ABBV 00287Y109 $4.4M 0.41% 17,400 SH
20 VANGUARD INTL EQUITY INDEX F VSS 922042718 $4.4M 0.41% 28,194 SH
21 JOHNSON & JOHNSON JNJ 478160104 $4.0M 0.37% 15,794 SH
22 VANGUARD WORLD FD VGT 92204A702 $3.9M 0.37% 32,791 SH
23 BROADCOM INC AVGO 11135F101 $3.8M 0.35% 9,980 SH
24 ISHARES TR IJH 464287507 $3.8M 0.35% 48,654 SH
25 VANGUARD INDEX FDS VBK 922908595 $3.7M 0.35% 10,099 SH
26 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $3.2M 0.30% 64,522 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.2M 0.30% 4,261 SH
28 NEXTERA ENERGY INC NEE 65339F101 $3.0M 0.28% 34,543 SH
29 VANGUARD INDEX FDS VTI 922908769 $2.9M 0.27% 7,931 SH
30 RAYMOND JAMES FINL INC RJF 754730109 $2.9M 0.27% 19,124 SH
31 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $2.7M 0.25% 74,678 SH
32 PROCTER & GAMBLE CO PG 742718109 $2.6M 0.24% 17,472 SH
33 VANGUARD INDEX FDS VTV 922908744 $2.5M 0.23% 11,394 SH
34 MCKESSON CORP MCK 58155Q103 $2.5M 0.23% 3,277 SH
35 FIRST TR EXCHANGE-TRADED FD FSIG 33738D804 $2.4M 0.22% 124,915 SH
36 ISHARES TR EAGG 46435U549 $2.3M 0.22% 49,416 SH
37 MOTOROLA SOLUTIONS INC MSI 620076307 $2.2M 0.20% 5,253 SH
38 AMERICAN EXPRESS CO AXP 025816109 $2.2M 0.20% 6,414 SH
39 EXXON MOBIL CORP XOM 30231G102 $2.0M 0.19% 14,900 SH
40 CHEVRON CORPORATION CVX 166764100 $2.0M 0.19% 12,258 SH
41 NVIDIA CORPORATION NVDA 67066G104 $2.0M 0.19% 10,024 SH
42 THERMO FISHER SCIENTIFIC INC TMO 883556102 $2.0M 0.19% 3,967 SH
43 VANGUARD INDEX FDS VV 922908637 $2.0M 0.19% 5,779 SH
44 COLGATE PALMOLIVE CO CL 194162103 $2.0M 0.18% 21,512 SH
45 ISHARES TR IJR 464287804 $2.0M 0.18% 13,188 SH
46 COCA COLA CO KO 191216100 $1.9M 0.18% 23,097 SH
47 ABBOTT LABORATORIES ABT 002824100 $1.8M 0.17% 20,320 SH
48 PEPSICO INC PEP 713448108 $1.8M 0.17% 13,299 SH
49 ALPHABET INC GOOGL 02079K305 $1.8M 0.17% 5,024 SH
50 HOME DEPOT INC HD 437076102 $1.7M 0.16% 4,903 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $1.07B 669 0001803557-26-000004
2026-03-31 2026-05-04 $958.0M 663 0001803557-26-000003
2025-12-31 2026-02-05 $961.1M 712 0001803557-26-000001
Filer Information
Address
24800 DENSO DRIVE
SUITE 300
SOUTHFIED, MI 48033
Phone
(248) 948-7900
Filing Manager
Center for Financial Planning, Inc.
SOUTHFIED, MI
Signatory
Amanda C. Toia
Senior Compliance Manager