Center for Financial Planning, Inc. holds a concentrated book of 665 stocks worth $1.1B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2025 would be +12% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803557/holdings"
Use Arkolith to show Center for Financial Planning, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 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 the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.