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CIK: 0001803557
Total reported value
$1.1B
$1.1B
647 檔
55.4%
As reported in its official Q2 2025 Form 13F filing, Center for Financial Planning, Inc.'s tracked investment portfolio stood at $1.1B with 647 total positions.
In Q2 2025, Center for Financial Planning, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 647 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 34.82% | +1.31% | +0.72% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.97% | -0.89% | +1.09% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.52% | -0.21% | +0.68% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.13% | +0.31% | +69.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.56% | +0.08% | +1168.57% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.20% | +0.04% | +0.61% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.99% | +0.03% | -0.69% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.59% | -0.09% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.10% | +0.51% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.31% | +0.01% | -76.04% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.08% | -0.01% | -1.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.05% | +0.47% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.03% | +1.50% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.02% | +0.63% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | -1.41% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.02% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.06% | +1.95% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.37% | +0.02% | -9.17% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.37% | -0.05% | -23.85% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.01% | +15.49% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | — | +1.96% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | — | +0.67% | |
| 23 | RJF | Raymond James Financial Inc | Stock-Financials | 0.34% | -0.02% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | -0.45% | |
| 25 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.33% | -0.04% | +12.46% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.03% | +5.25% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.07% | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | -0.06% | -0.19% | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.28% | -0.07% | +0.89% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.02% | — | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.27% | — | +1.19% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | — | -0.49% | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.26% | — | +1.76% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.04% | -0.05% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.25% | -0.03% | +0.80% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.24% | — | — | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.23% | -0.02% | +37.34% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.23% | -0.03% | — | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.23% | -0.02% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | -0.07% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.23% | -0.01% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.08% | -1.65% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | +0.48% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | +0.01% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | -0.01% | +0.44% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | -0.05% | — | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.18% | -0.01% | -0.35% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.09% | -1.37% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.01% | -2.98% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.17% | — | +2.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +4.2% | +1168.57% | Add |
| 2 | VB | Vanguard Small-cap ETF | +2.7% | +69.16% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +0.51% | Add |
| 4 | AVGO | Broadcom Inc | +0.1% | +5.25% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +178.60% | Add |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +37.34% | Add |
| 7 | EVSD | Eaton Vance Shrt Dur Inc | +0.1% | NEW | New buy |
| 8 | GEV | GE Vernova Inc | +0.1% | +187.81% | Add |
| 9 | NVDA | Nvidia CORP | 0% | +4.55% | Add |
| 10 | QMAR | Ft Vest Nasdaq-100 Buffer Et | 0% | +57.23% | Add |
| 11 | JPM | Jpmorgan Chase & Co | 0% | -1.41% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 13 | ETN | Eaton Corporation plc | 0% | +2.49% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | +14.05% | Add |
| 15 | AMD | Advanced Micro Devices | 0% | +28.11% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +0.63% | Add |
| 17 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +1.95% | Add |
| 19 | TSLA | Tesla Inc | 0% | +6.83% | Add |
| 20 | COIN | Coinbase Global Inc -class A | 0% | +189.39% | Add |
| 21 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 22 | TT | Trane Technologies plc | 0% | -2.11% | Trim |
| 23 | ORCL | Oracle CORP | 0% | +7.46% | Add |
| 24 | AXP | American Express Co | 0% | — | Unchanged |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +6.26% | Add |
| 26 | FSIG | Ft LTD Duration Inv Grade | — | +12.46% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.67% | Add |
| 28 | MCK | Mckesson CORP | — | +0.89% | Add |
| 29 | RJF | Raymond James Financial Inc | 0% | — | Unchanged |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.96% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.49% | Trim |
| 32 | VXUS | Vanguard Total Intl Stock | 0% | -1.42% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +0.72% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.68% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | -1.37% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.61% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -7.95% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 39 | JNJ | Johnson & Johnson | -0.1% | -0.05% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | -1.65% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -24.46% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.35% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -0.45% | Trim |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -0.69% | Trim |
| 45 | AAPL | Apple Inc | -0.1% | +1.50% | Add |
| 46 | LMBS | First Trust Low Duration Opp | -0.2% | -23.85% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.47% | Add |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 49 | AGG | Ishares Core U.s. Aggregate | -1.1% | +1.09% | Add |
| 50 | VBR | Vanguard Small-cap Value ETF | -4.5% | -76.04% | Trim |
According to official SEC Form 13F filings, Center for Financial Planning, Inc. reported a total U.S. public equity portfolio value of $1.1B across 647 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AGG, IEFA) accounted for 55.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
EVSD
市值: $501.6K
Top Position Liquidated / Trimmed
VBR
前期市值: $45.5M
During Q2 2025, Center for Financial Planning, Inc.'s top holdings by market value included VOO (34.8%)、AGG (11.0%)、IEFA (10.5%). The largest single position, VOO, represented 34.8% of total portfolio value.
In Q2 2025, Center for Financial Planning, Inc. made 43 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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