Center for Financial Planning, Inc. holds a concentrated book of 665 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Nexstar Media Group Inc and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Vanguard S&P 500 ETF at 35% of the reported non-option book. Cloning the disclosed picks since 2025 would be +15% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Center for Financial Planning, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Center for Financial Planning, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Center for Financial Planning, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.4B |
| Swiss Re Ltd | 38 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 60 / 80 | $280.4B |
| Prospect Hill Management, LLC | 8 / 80 | $236.3M |
| Kearns & Associates LLC | 19 / 80 | $195.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Planning Project LLC | 11 / 80 | $450.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Center for Financial Planning, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $377.2M | 549.2K | 35.3% | ▲+0.9% Added · +5K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $107.3M | 1.08M | 10.0% | ▲+2.9% Added · +30K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $84.0M | 1.67M | 7.9% | ▲+3.5% Added · +56K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $77.9M | 257.1K | 7.3% | ▲+0.7% Added · +2K sh | |
| 5 | Vanguard Index FDS MID CAP ETF | $54.6M | 678.3K | 5.1% | ▲+304% Added · +510K sh | |
| 6 | Ishares TR CORE MSCI EAFE | $41.9M | 433.7K | 3.9% | ▼−0.5% Reduced · −2K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $35.3M | 592.2K | 3.3% | ▲+2.4% Added · +14K sh | |
| 8 | Ishares TR MSCI USA QLT FCT | $19.7M | 89.8K | 1.8% | ▼−0.8% Reduced · −751 sh | |
| 9 | Berkshire Hathaway Inc Del CL A | $14.2M | 19 | 1.3% | —Held | |
| 10 | Vanguard Index FDS SM CP VAL ETF | $13.6M | 56.0K | 1.3% | ▲+0.5% Added · +251 sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $11.2M | 131.2K | 1.0% | ▼~0% Reduced · −64 sh | |
| 12 | Microsoft Corp COM | $9.8M | 26.4K | 0.9% | ▼−0.4% Reduced · −98 sh | |
| 13 | Apple Inc COM | $9.3M | 32.0K | 0.9% | ▲+0.5% Added · +173 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $7.6M | 15.3K | 0.7% | ▲+0.9% Added · +140 sh | |
| 15 | Alphabet Inc CAP STK CL C | $6.9M | 19.6K | 0.6% | ▲+0.1% Added · +25 sh | |
| 16 | Amazon Com Inc COM | $6.0M | 25.2K | 0.6% | ▲+1.7% Added · +415 sh | |
| 17 | JPMorgan Chase & Co COM | $5.7M | 17.3K | 0.5% | ▼−0.5% Reduced · −82 sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $4.6M | 53.0K | 0.4% | ▲+496% Added · +44K sh | |
| 19 | Abbvie Inc COM | $4.4M | 17.4K | 0.4% | —Held | |
| 20 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.4M | 28.2K | 0.4% | ▼−1.2% Reduced · −352 sh | |
| 21 | Johnson & Johnson COM | $4.0M | 15.8K | 0.4% | ▼−0.8% Reduced · −120 sh | |
| 22 | Vanguard World FD INF TECH ETF | $3.9M | 32.8K | 0.4% | ▲+708% Added · +29K sh | |
| 23 | Broadcom Inc COM | $3.8M | 10.0K | 0.4% | ▲+2.3% Added · +228 sh | |
| 24 | Ishares TR CORE S&P MCP ETF | $3.8M | 48.7K | 0.4% | ▼−1.7% Reduced · −858 sh | |
| 25 | Vanguard Index FDS SML CP GRW ETF | $3.7M | 10.1K | 0.3% | ▼−4.0% Reduced · −417 sh | |
| 26 | First TR Exchange-Traded FD FST LOW OPPT EFT | $3.2M | 64.5K | 0.3% | ▼−3.0% Reduced · −2K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 0.3% | ▼−2.1% Reduced · −91 sh | |
| 28 | NextEra Energy Inc COM | $3.0M | 34.5K | 0.3% | ▼−1.9% Reduced · −666 sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $2.9M | 7.9K | 0.3% | —Held | |
| 30 | Raymond James Finl Inc COM | $2.9M | 19.1K | 0.3% | —Held | |
| 31 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $2.7M | 74.7K | 0.3% | ▲+0.8% Added · +564 sh | |
| 32 | Procter & Gamble Co COM | $2.6M | 17.5K | 0.2% | ▼−5.2% Reduced · −962 sh | |
| 33 | Vanguard Index FDS VALUE ETF | $2.5M | 11.4K | 0.2% | ▲+0.5% Added · +52 sh | |
| 34 | McKesson Corp COM | $2.5M | 3.3K | 0.2% | —Held | |
| 35 | First TR Exchange-Traded FD LTD DUR INVT ETF | $2.4M | 124.9K | 0.2% | ▼−5.2% Reduced · −7K sh | |
| 36 | Ishares TR ESG AWR US AGRGT | $2.3M | 49.4K | 0.2% | ▲+14% Added · +6K sh | |
| 37 | Motorola Solutions Inc COM NEW | $2.2M | 5.3K | 0.2% | ▲+2.3% Added · +117 sh | |
| 38 | American Express Co COM | $2.2M | 6.4K | 0.2% | —Held | |
| 39 | Exxon Mobil Corp COM | $2.0M | 14.9K | 0.2% | ▼−4.5% Reduced · −696 sh | |
| 40 | Chevron Corporation COM | $2.0M | 12.3K | 0.2% | ▼−0.4% Reduced · −50 sh | |
| 41 | Nvidia Corporation COM | $2.0M | 10.0K | 0.2% | ▼−7.1% Reduced · −768 sh | |
| 42 | Thermo Fisher Scientific Inc COM | $2.0M | 4.0K | 0.2% | —Held | |
| 43 | Vanguard Index FDS LARGE CAP ETF | $2.0M | 5.8K | 0.2% | ▲+0.1% Added · +3 sh | |
| 44 | Colgate Palmolive Co COM | $2.0M | 21.5K | 0.2% | —Held | |
| 45 | Ishares TR CORE S&P SCP ETF | $2.0M | 13.2K | 0.2% | ▼−0.1% Reduced · −14 sh | |
| 46 | Coca Cola Co COM | $1.9M | 23.1K | 0.2% | ▼−1.4% Reduced · −322 sh | |
| 47 | Abbott Laboratories COM | $1.8M | 20.3K | 0.2% | ▲+15% Added · +3K sh | |
| 48 | Pepsico Inc COM | $1.8M | 13.3K | 0.2% | ▼−0.2% Reduced · −30 sh | |
| 49 | Alphabet Inc CAP STK CL A | $1.8M | 5.0K | 0.2% | —Held | |
| 50 | Home Depot Inc COM | $1.7M | 4.9K | 0.2% | ▼−0.6% Reduced · −32 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.