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CIK: 0001803557
Total reported value
$1.1B
$1.1B
666 檔
65.2%
According to the latest 13F quarterly dataset, Center for Financial Planning, Inc. managed an equity portfolio of $1.1B at the end of Q2 2026, spanning 666 distinct U.S. exchange-listed positions.
Center for Financial Planning, Inc. executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 7 holdings and trimming 75 positions.
Showing top 200 holdings (of 666 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.26% | +0.64% | +0.92% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.03% | -0.15% | +2.86% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.85% | +0.28% | +3.46% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.29% | -0.51% | +0.68% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.11% | -0.06% | +304.24% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.91% | -0.02% | -0.45% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.30% | +0.03% | +2.45% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.84% | — | -0.83% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.33% | -1.33% | EXIT | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.27% | -0.08% | +0.45% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | -0.01% | -0.05% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | +0.37% | -0.37% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.14% | +0.54% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | +0.01% | +0.93% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.65% | EXIT | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.04% | +1.67% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.04% | -0.47% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.03% | +495.67% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.03% | — | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.41% | +0.02% | -1.23% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.03% | -0.75% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.01% | +707.66% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.02% | +2.34% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | -0.03% | -1.73% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.35% | -0.04% | -3.97% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.30% | -0.01% | -2.99% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.01% | -2.09% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | -0.03% | -1.89% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.02% | — | |
| 30 | RJF | Raymond James Financial Inc | Stock-Financials | 0.27% | +0.02% | — | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.25% | — | +0.76% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.01% | -5.22% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | +0.02% | +0.46% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.23% | +0.03% | — | |
| 35 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.22% | -0.01% | -5.20% | |
| 36 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.22% | — | +13.70% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.20% | +0.02% | +2.28% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.20% | -0.02% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.19% | EXIT | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.19% | +0.06% | -0.41% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.09% | -7.12% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.19% | +0.07% | — | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | — | +0.05% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | -0.02% | -0.11% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | +0.01% | -1.38% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.17% | +0.02% | +15.06% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | -0.01% | -0.23% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.01% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.03% | -0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +0.92% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.3% | +0.68% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +3.46% | Add |
| 4 | AMD | Advanced Micro Devices | +0.1% | -15.66% | Trim |
| 5 | VO | Vanguard Mid-cap ETF | +0.1% | +304.24% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.1% | +707.66% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +0.13% | Add |
| 8 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | +71.95% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.45% | Add |
| 10 | QUAL | Ishares Msci USA Quality Fac | 0% | -0.83% | Trim |
| 11 | AAPL | Apple Inc | 0% | +0.54% | Add |
| 12 | AVGO | Broadcom Inc | 0% | +2.34% | Add |
| 13 | VHT | Vanguard Health Care ETF | 0% | +55.68% | Add |
| 14 | CSCO | Cisco Systems Inc | 0% | -2.87% | Trim |
| 15 | CACC | Credit Acceptance CORP | 0% | +294.12% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +1.67% | Add |
| 17 | VUG | Vanguard Growth ETF | 0% | +495.67% | Add |
| 18 | VBK | Vanguard Small-cap Grwth ETF | 0% | -3.97% | Trim |
| 19 | LLY | Eli Lilly & Co | 0% | +8.74% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | DFUS | Dimensional US Eq Mkt ETF | 0% | +14.10% | Add |
| 22 | SCI | Service CORP International | 0% | +2063.76% | Add |
| 23 | GEV | GE Vernova Inc | 0% | -5.08% | Trim |
| 24 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | 0% | +24.17% | Add |
| 25 | VBR | Vanguard Small-cap Value ETF | 0% | +0.45% | Add |
| 26 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -0.11% | Trim |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.06% | Add |
| 29 | VV | Vanguard Large-cap ETF | 0% | +0.05% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +10.38% | Add |
| 31 | IWN | Ishares Russell 2000 Value E | 0% | +8.75% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 33 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | -0.34% | Trim |
| 35 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 36 | ASML | ASML Holding N.V. | 0% | -5.13% | Trim |
| 37 | EW | Edwards Lifesciences CORP | 0% | +40.50% | Add |
| 38 | INTC | Intel CORP | 0% | — | Unchanged |
| 39 | GE | General Electric | 0% | +1.88% | Add |
| 40 | NXST | Nexstar Media Group Inc | 0% | NEW | New buy |
| 41 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 42 | V | Visa Inc-class A Shares | 0% | +1.50% | Add |
| 43 | ✓ | 0% | NEW | New buy | |
| 44 | ✓ | Arqit Quantum Inc | 0% | NEW | New buy |
| 45 | CPA | Copa Holdings, S.A. | 0% | NEW | New buy |
| 46 | ONDS | Ondas Inc | 0% | NEW | New buy |
| 47 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 48 | BILI | Bilibili Inc-sponsored Adr | 0% | NEW | New buy |
| 49 | MP | Mp Materials CORP | 0% | NEW | New buy |
| 50 | ✓ | 0% | NEW | New buy |
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 666 disclosed positions in Q2 2026.
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, SPDW) accounted for 65.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
NXST
市值: $108.0K
Top Position Liquidated / Trimmed
USPH
前期市值: $75.0K
During Q2 2026, Center for Financial Planning, Inc.'s top holdings by market value included VOO (35.3%)、AGG (10.0%)、SPDW (7.8%). The largest single position, VOO, represented 35.3% of total portfolio value.
In Q2 2026, Center for Financial Planning, Inc. made 147 total portfolio adjustments, initiating 16 new buys, adding to 49 positions, trimming 75 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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