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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, exited 24, added to 344, and trimmed 146.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$52.0M +16.0%
  • VANGUARD INDEX FDS$11.1M +16.5%
  • SPDR INDEX SHS FDS$10.4M +14.2%
  • VANGUARD INDEX FDS$6.5M +13.4%
  • VANGUARD INTL EQUITY INDEX F$4.1M +13.1%
Show all 344 →

Top Trims

  • EXXON MOBIL CORP-$608.9K -23.0%
  • CHEVRON CORPORATION-$514.7K -20.2%
  • MCKESSON CORP-$359.7K -12.7%
  • PEPSICO INC-$269.2K -13.0%
  • NEXTERA ENERGY INC-$238.4K -7.3%
Show all 146 →

New Positions

  • NEXSTAR MEDIA GROUP INC$108.0K
  • SPACE EXPLORATION TECHN CORP$90.6K
  • ARQIT QUANTUM INC$83.8K
  • COPA HOLDINGS SA$80.3K
  • ONDAS INC$79.1K
Show all 32 →

Exited Positions

  • U S PHYSICAL THERAPY$75.0K
  • DUPONT DE NEMOURS INC$70.0K
  • HONEYWELL INTL INC$52.9K
  • CARNIVAL CORP$49.5K
  • SBA COMMUNICATIONS CORP$44.2K
Show all 24 →
All Holdings

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