Center for Financial Planning, Inc. — 13F Holdings & Portfolio
CIK 1803557 · latest 13F-HR filed 2026-05-04
Center for Financial Planning, Inc. manages $958.0M in 13F-reported U.S. long-equity assets across 663 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (33.94%), AGG (10.90%), SPDW (7.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 34 new positions, exited 78, added to 182, and trimmed 258.
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.
$958.0M
Long-equity book
663
Distinct positions
2026-03-31
Filed 2026-05-04
+34 / −78 / ↑182 / ↓258
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR INDEX SHS FDS$73.6M +1335713.3%
- EXXON MOBIL CORP$759.0K +40.2%
- CHEVRON CORPORATION$662.5K +35.2%
- JOHNSON & JOHNSON$577.0K +17.4%
- NEXTERA ENERGY INC$416.3K +14.6%
Top Trims
- ISHARES TR-$59.0M -60.0%
- MICROSOFT CORP-$1.8M -15.2%
- APPLE INC-$621.9K -7.1%
- AMAZON COM INC-$555.9K -9.7%
- ALPHABET INC-$526.5K -8.6%
New Positions
- RBB FUND TRUST$133.7K
- ISHARES TR$125.8K
- ASTRAZENECA PLC$104.1K
- WISDOMTREE TR$56.6K
- NVR INC$52.7K
Exited Positions
- FISERV INC$112.9K
- ASTRAZENECA PLC$97.2K
- MSCI INC$83.2K
- MFS MUN INCOME TR$81.5K
- RESMED INC$72.3K
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 | $325.2M | 33.94% | 544,143 | SH |
| 2 | ISHARES TR | AGG | 464287226 | $104.5M | 10.90% | 1,052,352 | SH |
| 3 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $73.6M | 7.68% | 1,611,462 | SH |
| 4 | VANGUARD INDEX FDS | VB | 922908751 | $66.9M | 6.98% | 255,355 | SH |
| 5 | VANGUARD INDEX FDS | VO | 922908629 | $48.2M | 5.03% | 167,774 | SH |
| 6 | ISHARES TR | IEFA | 46432F842 | $39.4M | 4.12% | 435,634 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $31.2M | 3.26% | 578,050 | SH |
| 8 | ISHARES TR | QUAL | 46432F339 | $17.4M | 1.81% | 90,570 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $13.6M | 1.42% | 19 | SH |
| 10 | VANGUARD INDEX FDS | VBR | 922908611 | $12.1M | 1.26% | 55,764 | SH |
| 11 | VANGUARD STAR FDS | VXUS | 921909768 | $10.1M | 1.06% | 131,262 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $9.8M | 1.02% | 26,463 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $8.1M | 0.84% | 31,828 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.2M | 0.76% | 15,114 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $5.6M | 0.59% | 19,542 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $5.2M | 0.54% | 24,805 | SH |
| 17 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.1M | 0.53% | 17,355 | SH |
| 18 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $4.2M | 0.43% | 28,525 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.9M | 0.41% | 15,914 | SH |
| 20 | VANGUARD INDEX FDS | VUG | 922908736 | $3.9M | 0.41% | 8,899 | SH |
| 21 | ABBVIE INC | ABBV | 00287Y109 | $3.8M | 0.40% | 17,400 | SH |
| 22 | ISHARES TR | IJH | 464287507 | $3.3M | 0.35% | 49,512 | SH |
| 23 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $3.3M | 0.35% | 66,511 | SH |
| 24 | NEXTERA ENERGY INC | NEE | 65339F101 | $3.3M | 0.34% | 35,209 | SH |
| 25 | VANGUARD INDEX FDS | VBK | 922908595 | $3.2M | 0.33% | 10,516 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $3.0M | 0.32% | 9,752 | SH |
| 27 | MCKESSON CORP | MCK | 58155Q103 | $2.8M | 0.30% | 3,277 | SH |
| 28 | VANGUARD WORLD FD | VGT | 92204A702 | $2.8M | 0.30% | 4,060 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.8M | 0.30% | 4,352 | SH |
| 30 | RAYMOND JAMES FINL INC | RJF | 754730109 | $2.8M | 0.29% | 19,124 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $2.7M | 0.28% | 18,434 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $2.6M | 0.28% | 15,596 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $2.5M | 0.27% | 12,308 | SH |
| 34 | VANGUARD INDEX FDS | VTI | 922908769 | $2.5M | 0.27% | 7,931 | SH |
| 35 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $2.5M | 0.26% | 74,114 | SH |
| 36 | FIRST TR EXCHANGE-TRADED FD | FSIG | 33738D804 | $2.5M | 0.26% | 131,770 | SH |
| 37 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $2.2M | 0.23% | 5,136 | SH |
| 38 | VANGUARD INDEX FDS | VTV | 922908744 | $2.2M | 0.23% | 11,342 | SH |
| 39 | PEPSICO INC | PEP | 713448108 | $2.1M | 0.22% | 13,329 | SH |
| 40 | ISHARES TR | EAGG | 46435U549 | $2.1M | 0.22% | 43,460 | SH |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $1.9M | 0.20% | 3,967 | SH |
| 42 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.9M | 0.20% | 6,414 | SH |
| 43 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 0.20% | 10,792 | SH |
| 44 | COLGATE PALMOLIVE CO | CL | 194162103 | $1.8M | 0.19% | 21,512 | SH |
| 45 | ABBOTT LABORATORIES | ABT | 002824100 | $1.8M | 0.19% | 17,660 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $1.8M | 0.19% | 23,419 | SH |
| 47 | SALESFORCE INC | CRM | 79466L302 | $1.8M | 0.18% | 9,470 | SH |
| 48 | VANGUARD INDEX FDS | VV | 922908637 | $1.7M | 0.18% | 5,776 | SH |
| 49 | STRYKER CORPORATION | SYK | 863667101 | $1.7M | 0.17% | 5,070 | SH |
| 50 | MCDONALDS CORP | MCD | 580135101 | $1.6M | 0.17% | 5,300 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $958.0M | 663 | 0001803557-26-000003 |
| 2025-12-31 | 2026-02-05 | $961.1M | 712 | 0001803557-26-000001 |