Center For Financial Planning, Inc. Portfolio Stock Holdings
Center For Financial Planning, Inc. disclosed 658 stock positions valued at approximately $958.0 million 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 March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 658
- Portfolio Value
- $958.0M
Holdings by Sector
Center For Financial Planning, Inc. Portfolio Holdings in Q1 2026
631 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 33.95% | 544,225 | +2,869 | +0.53% | $325,201,562 |
| ISHARES TR | AGG | Other | 10.92% | 1,053,708 | +22,762 | +2.21% | $104,601,548 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.68% | 1,611,462 | +1,611,338 | +1299466.13% | $73,563,241 |
| VANGUARD INDEX FDS | VB | Other | 6.98% | 255,392 | +193 | +0.08% | $66,892,146 |
| VANGUARD INDEX FDS | VO | Other | 5.03% | 167,789 | +2,751 | +1.67% | $48,185,633 |
| ISHARES TR | IEFA | Other | 4.12% | 435,634 | -665,176 | -60.43% | $39,437,943 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.26% | 578,050 | +3,727 | +0.65% | $31,243,588 |
| ISHARES TR | QUAL | Other | 1.81% | 90,570 | -1,306 | -1.42% | $17,372,257 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.42% | 19 | - | - | $13,644,660 |
| VANGUARD INDEX FDS | VBR | Other | 1.26% | 55,764 | -1,536 | -2.68% | $12,114,779 |
| VANGUARD STAR FDS | VXUS | Other | 1.06% | 131,262 | -2,155 | -1.62% | $10,121,635 |
| MICROSOFT CORP | MSFT | Technology | 1.02% | 26,463 | +2,577 | +10.79% | $9,795,743 |
| APPLE INC | AAPL | Technology | 0.84% | 31,828 | -172 | -0.54% | $8,077,540 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.76% | 15,114 | -188 | -1.23% | $7,242,629 |
| ALPHABET INC | GOOG | Communication Services | 0.59% | 19,542 | - | - | $5,605,819 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.54% | 24,805 | +15 | +0.06% | $5,166,138 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 17,355 | +11 | +0.06% | $5,105,189 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.43% | 28,546 | +106 | +0.37% | $4,161,786 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 15,914 | -95 | -0.59% | $3,890,014 |
| VANGUARD INDEX FDS | VUG | Other | 0.41% | 8,899 | - | - | $3,886,995 |
| ABBVIE INC | ABBV | Healthcare | 0.40% | 17,400 | -33 | -0.19% | $3,784,227 |
| ISHARES TR | IJH | Other | 0.35% | 49,512 | -425 | -0.85% | $3,343,546 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.35% | 66,511 | +540 | +0.82% | $3,312,893 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.34% | 35,209 | -340 | -0.96% | $3,270,212 |
| VANGUARD INDEX FDS | VBK | Other | 0.33% | 10,516 | -342 | -3.15% | $3,178,608 |
| BROADCOM INC | AVGO | Technology | 0.32% | 9,752 | +321 | +3.40% | $3,018,342 |
| MCKESSON CORP | MCK | Healthcare | 0.30% | 3,277 | - | - | $2,835,785 |
| VANGUARD WORLD FD | VGT | Other | 0.30% | 4,060 | -9 | -0.22% | $2,832,744 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.30% | 4,352 | -111 | -2.49% | $2,830,182 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.29% | 19,124 | -157 | -0.81% | $2,768,952 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.28% | 18,434 | -1,051 | -5.39% | $2,662,672 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 15,596 | -85 | -0.54% | $2,646,054 |
| CHEVRON CORPORATION | CVX | Energy | 0.27% | 12,308 | -54 | -0.44% | $2,546,591 |
| VANGUARD INDEX FDS | VTI | Other | 0.27% | 7,931 | -34 | -0.43% | $2,544,345 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.26% | 74,114 | -3,228 | -4.17% | $2,502,830 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 0.26% | 131,770 | -23,206 | -14.97% | $2,495,724 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.23% | 5,136 | +139 | +2.78% | $2,228,870 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 11,342 | -145 | -1.26% | $2,225,301 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 13,329 | - | - | $2,069,814 |
| ISHARES TR | EAGG | Other | 0.22% | 43,460 | -1,835 | -4.05% | $2,066,534 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.20% | 3,967 | - | - | $1,949,900 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.20% | 6,414 | -200 | -3.02% | $1,940,107 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 10,792 | +1,978 | +22.44% | $1,882,125 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.19% | 21,512 | - | - | $1,833,468 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.19% | 17,660 | - | - | $1,813,104 |
| COCA COLA CO | KO | Consumer Defensive | 0.19% | 23,419 | +152 | +0.65% | $1,780,986 |
| SALESFORCE INC | CRM | Technology | 0.18% | 9,470 | +1,704 | +21.94% | $1,767,851 |
| VANGUARD INDEX FDS | VV | Other | 0.18% | 5,776 | +2 | +0.03% | $1,726,213 |
| STRYKER CORPORATION | SYK | Healthcare | 0.17% | 5,070 | +127 | +2.57% | $1,665,952 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 5,300 | -77 | -1.43% | $1,647,041 |
| ISHARES TR | IJR | Other | 0.17% | 13,202 | -338 | -2.50% | $1,641,141 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 4,935 | -25 | -0.50% | $1,623,095 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 12,675 | -164 | -1.28% | $1,575,291 |
| EATON CORP PLC | ETN | Other | 0.16% | 4,330 | -20 | -0.46% | $1,548,866 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 5,024 | -637 | -11.25% | $1,444,626 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 11,477 | -633 | -5.23% | $1,380,569 |
| ISHARES TR | IVV | Other | 0.14% | 2,089 | -31 | -1.46% | $1,364,556 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.13% | 24,849 | +550 | +2.26% | $1,239,717 |
| MARATHON PETE CORP | MPC | Energy | 0.13% | 4,973 | -48 | -0.96% | $1,214,421 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 4,756 | +51 | +1.08% | $1,153,939 |
| DTE ENERGY CO | DTE | Utilities | 0.11% | 7,513 | +40 | +0.54% | $1,098,592 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 2,952 | +2 | +0.07% | $1,097,406 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.11% | 5,028 | -15 | -0.30% | $1,081,423 |
| 3M CO | MMM | Industrials | 0.11% | 7,407 | -3 | -0.04% | $1,075,719 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 1,785 | -78 | -4.19% | $1,030,283 |
| ISHARES TR | ISTB | Other | 0.11% | 20,845 | - | - | $1,010,149 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.10% | 3,819 | -414 | -9.78% | $994,048 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 5,945 | -87 | -1.44% | $982,947 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.10% | 15,152 | -1,102 | -6.78% | $970,922 |
| VANGUARD WORLD FD | VDE | Other | 0.10% | 5,494 | - | - | $950,682 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.10% | 19,625 | -753 | -3.70% | $932,791 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.09% | 5,066 | +495 | +10.83% | $874,291 |
| ISHARES TR | IWR | Other | 0.09% | 8,943 | -78 | -0.86% | $869,506 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.09% | 12,183 | - | - | $863,897 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 915 | +129 | +16.41% | $841,590 |
| EMERSON ELEC CO | EMR | Industrials | 0.08% | 6,213 | -566 | -8.35% | $814,028 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 926 | -1 | -0.11% | $808,306 |
| DANA INC | DAN | Consumer Cyclical | 0.08% | 24,000 | - | - | $807,600 |
| DELTA AIR LINES INC | DAL | Industrials | 0.08% | 11,972 | -320 | -2.60% | $795,899 |
| ISHARES TR | IWM | Other | 0.08% | 3,205 | -33 | -1.02% | $794,840 |
| ANALOG DEVICES INC | ADI | Technology | 0.08% | 2,493 | +88 | +3.66% | $793,124 |
| ISHARES TR | IWN | Other | 0.08% | 4,069 | -630 | -13.41% | $771,442 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 9,878 | -208 | -2.06% | $766,435 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 3,147 | -18 | -0.57% | $762,908 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.08% | 9,818 | - | - | $739,394 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 1,292 | +34 | +2.70% | $739,241 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.08% | 2,255 | +45 | +2.04% | $735,001 |
| ISHARES TR | IJS | Other | 0.08% | 6,102 | - | - | $722,782 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 3,513 | - | - | $714,650 |
| CME GROUP INC | CME | Financial Services | 0.07% | 2,224 | +51 | +2.35% | $656,894 |
| DOVER CORP | DOV | Industrials | 0.07% | 3,074 | - | - | $640,776 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.07% | 13,216 | - | - | $640,448 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 1,527 | -344 | -18.39% | $636,304 |
| FORD MTR CO | F | Consumer Cyclical | 0.07% | 54,866 | -329 | -0.60% | $633,150 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.07% | 3,171 | - | - | $628,620 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.06% | 21,862 | - | - | $612,136 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.06% | 19,879 | +346 | +1.77% | $606,310 |
| VISA INC | V | Financial Services | 0.06% | 2,005 | +170 | +9.26% | $606,133 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.06% | 11,909 | -701 | -5.56% | $597,849 |
| RTX CORPORATION | RTX | Industrials | 0.06% | 3,021 | - | - | $582,751 |