Center For Financial Planning, Inc. Portfolio Stock Holdings
Center For Financial Planning, Inc. disclosed 666 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SPDR INDEX SHS FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 666
- Portfolio Value
- $1.1B
Holdings by Sector
Center For Financial Planning, Inc. Portfolio Holdings in Q2 2026
630 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 35.26% | 549,217 | +4,992 | +0.92% | $377,207,607 |
| ISHARES TR | AGG | Other | 10.03% | 1,083,836 | +30,128 | +2.86% | $107,278,077 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.85% | 1,667,215 | +55,753 | +3.46% | $84,010,966 |
| VANGUARD INDEX FDS | VB | Other | 7.29% | 257,140 | +1,748 | +0.68% | $77,944,355 |
| VANGUARD INDEX FDS | VO | Other | 5.11% | 678,271 | +510,482 | +304.24% | $54,648,316 |
| ISHARES TR | IEFA | Other | 3.91% | 433,664 | -1,970 | -0.45% | $41,883,256 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.30% | 592,187 | +14,137 | +2.45% | $35,347,646 |
| ISHARES TR | QUAL | Other | 1.84% | 89,819 | -751 | -0.83% | $19,708,889 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.33% | 19 | - | - | $14,228,150 |
| VANGUARD INDEX FDS | VBR | Other | 1.27% | 56,015 | +251 | +0.45% | $13,610,974 |
| VANGUARD STAR FDS | VXUS | Other | 1.05% | 131,198 | -64 | -0.05% | $11,216,122 |
| MICROSOFT CORP | MSFT | Technology | 0.92% | 26,365 | -98 | -0.37% | $9,834,621 |
| APPLE INC | AAPL | Technology | 0.87% | 32,001 | +173 | +0.54% | $9,259,714 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 15,254 | +140 | +0.93% | $7,632,950 |
| ALPHABET INC | GOOG | Communication Services | 0.65% | 19,567 | +25 | +0.13% | $6,913,609 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.56% | 25,220 | +415 | +1.67% | $6,010,935 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 17,273 | -82 | -0.47% | $5,654,073 |
| VANGUARD INDEX FDS | VUG | Other | 0.43% | 53,009 | +44,110 | +495.67% | $4,566,196 |
| ABBVIE INC | ABBV | Healthcare | 0.41% | 17,400 | - | - | $4,378,421 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.41% | 28,194 | -352 | -1.23% | $4,350,018 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.37% | 15,794 | -120 | -0.75% | $4,011,198 |
| VANGUARD WORLD FD | VGT | Other | 0.37% | 32,791 | +28,731 | +707.66% | $3,919,181 |
| BROADCOM INC | AVGO | Technology | 0.35% | 9,980 | +228 | +2.34% | $3,769,945 |
| ISHARES TR | IJH | Other | 0.35% | 48,654 | -858 | -1.73% | $3,751,710 |
| VANGUARD INDEX FDS | VBK | Other | 0.35% | 10,099 | -417 | -3.97% | $3,693,080 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.30% | 64,522 | -1,989 | -2.99% | $3,211,885 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.30% | 4,261 | -91 | -2.09% | $3,181,899 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.28% | 34,543 | -666 | -1.89% | $3,031,840 |
| VANGUARD INDEX FDS | VTI | Other | 0.27% | 7,931 | - | - | $2,934,788 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.27% | 19,124 | - | - | $2,907,410 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.25% | 74,678 | +564 | +0.76% | $2,727,988 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.24% | 17,472 | -962 | -5.22% | $2,562,160 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 11,394 | +52 | +0.46% | $2,483,095 |
| MCKESSON CORP | MCK | Healthcare | 0.23% | 3,277 | - | - | $2,476,102 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 0.22% | 124,915 | -6,855 | -5.20% | $2,355,273 |
| ISHARES TR | EAGG | Other | 0.22% | 49,416 | +5,956 | +13.70% | $2,342,793 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.20% | 5,253 | +117 | +2.28% | $2,181,519 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.20% | 6,414 | - | - | $2,169,536 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 14,900 | -696 | -4.46% | $2,037,158 |
| CHEVRON CORPORATION | CVX | Energy | 0.19% | 12,258 | -50 | -0.41% | $2,031,939 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 10,024 | -768 | -7.12% | $2,005,703 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.19% | 3,967 | - | - | $1,988,896 |
| VANGUARD INDEX FDS | VV | Other | 0.19% | 5,779 | +3 | +0.05% | $1,987,287 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.18% | 21,512 | - | - | $1,972,221 |
| ISHARES TR | IJR | Other | 0.18% | 13,188 | -14 | -0.11% | $1,955,913 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 23,097 | -322 | -1.37% | $1,877,062 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.17% | 20,320 | +2,660 | +15.06% | $1,843,794 |
| PEPSICO INC | PEP | Consumer Defensive | 0.17% | 13,299 | -30 | -0.23% | $1,800,644 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 5,024 | - | - | $1,795,347 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 4,903 | -32 | -0.65% | $1,729,331 |
| EATON CORP PLC | ETN | Other | 0.16% | 4,041 | -289 | -6.67% | $1,722,136 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.16% | 2,963 | -550 | -15.66% | $1,721,237 |
| STRYKER CORPORATION | SYK | Healthcare | 0.15% | 5,070 | - | - | $1,596,239 |
| SALESFORCE INC | CRM | Technology | 0.15% | 10,051 | +581 | +6.14% | $1,574,515 |
| ISHARES TR | IVV | Other | 0.15% | 2,089 | - | - | $1,564,432 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 11,433 | -44 | -0.38% | $1,469,141 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 5,300 | - | - | $1,432,516 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 11,807 | -868 | -6.85% | $1,337,294 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 1,786 | +1 | +0.06% | $1,315,231 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.12% | 5,550 | +522 | +10.38% | $1,313,272 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 4,764 | +8 | +0.17% | $1,295,851 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.12% | 24,849 | - | - | $1,256,863 |
| 3M CO | MMM | Industrials | 0.11% | 7,407 | - | - | $1,199,268 |
| MARATHON PETE CORP | MPC | Energy | 0.11% | 4,683 | -290 | -5.83% | $1,197,422 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 995 | +80 | +8.74% | $1,193,433 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 2,772 | -180 | -6.10% | $1,165,904 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.11% | 13,901 | +1,718 | +14.10% | $1,139,048 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 9,595 | -283 | -2.86% | $1,127,029 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.10% | 14,862 | -290 | -1.91% | $1,058,907 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.10% | 19,523 | -102 | -0.52% | $1,054,804 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 5,810 | -135 | -2.27% | $1,051,088 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.10% | 3,819 | - | - | $1,032,925 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 879 | -47 | -5.08% | $1,032,702 |
| ISHARES TR | ISTB | Other | 0.09% | 20,845 | - | - | $1,005,772 |
| DTE ENERGY CO | DTE | Utilities | 0.09% | 6,545 | -968 | -12.88% | $997,304 |
| ISHARES TR | IWR | Other | 0.09% | 8,896 | -47 | -0.53% | $981,369 |
| ISHARES TR | IWN | Other | 0.09% | 4,425 | +356 | +8.75% | $978,810 |
| ISHARES TR | IWM | Other | 0.09% | 3,194 | -11 | -0.34% | $959,638 |
| ISHARES TR | ARTY | Other | 0.08% | 11,882 | +4,972 | +71.95% | $904,934 |
| EMERSON ELEC CO | EMR | Industrials | 0.08% | 6,213 | - | - | $889,391 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 3,124 | -23 | -0.73% | $878,624 |
| VANGUARD WORLD FD | VHT | Other | 0.08% | 2,919 | +1,044 | +55.68% | $872,811 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.08% | 5,238 | +172 | +3.40% | $856,780 |
| ISHARES TR | IJS | Other | 0.08% | 6,102 | - | - | $834,022 |
| ANALOG DEVICES INC | ADI | Technology | 0.08% | 2,093 | -400 | -16.04% | $831,277 |
| VANGUARD WORLD FD | VDE | Other | 0.08% | 5,494 | - | - | $824,815 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.08% | 27,147 | +5,285 | +24.17% | $806,809 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 1,527 | - | - | $749,963 |
| FORD MTR CO | F | Consumer Cyclical | 0.07% | 53,907 | -959 | -1.75% | $749,311 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.07% | 10,235 | +417 | +4.25% | $745,416 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.07% | 13,216 | - | - | $727,013 |
| CHUBB LIMITED | CB | Financial Services | 0.07% | 2,121 | -134 | -5.94% | $722,740 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 1,257 | -35 | -2.71% | $708,104 |
| VISA INC | V | Financial Services | 0.07% | 2,035 | +30 | +1.50% | $698,020 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.06% | 3,171 | - | - | $692,705 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.06% | 19,879 | - | - | $691,988 |
| DOVER CORP | DOV | Industrials | 0.06% | 3,074 | - | - | $689,437 |
| DANA INC | DAN | Consumer Cyclical | 0.06% | 24,000 | - | - | $653,040 |
| DELTA AIR LINES INC | DAL | Industrials | 0.06% | 6,797 | -5,175 | -43.23% | $636,608 |
| FIRST TR EXCHNG TRADED FD VI | QSPT | Other | 0.06% | 17,965 | -985 | -5.20% | $625,901 |