Center For Financial Planning, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Center For Financial Planning, Inc. disclosed 827 stock positions valued at approximately $1.08B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SPDR INDEX SHS FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 827
- Portfolio Value
- $1.08B
Holdings by Sector
Center For Financial Planning, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 35.90% | 550,994 | +1,777 | +0.32% | $386,169,870 |
| ISHARES TR | AGG | Other | 9.88% | 1,123,795 | +39,959 | +3.69% | $106,243,649 |
| SPDR INDEX SHS FDS | SPDW | Other | 8.13% | 1,741,059 | +73,844 | +4.43% | $87,418,574 |
| VANGUARD INDEX FDS | VB | Other | 6.78% | 256,422 | -718 | -0.28% | $72,949,730 |
| VANGUARD INDEX FDS | VO | Other | 5.05% | 693,198 | +14,927 | +2.20% | $54,360,604 |
| ISHARES TR | IEFA | Other | 3.89% | 431,929 | -1,735 | -0.40% | $41,845,364 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.33% | 604,383 | +12,196 | +2.06% | $35,845,992 |
| ISHARES TR | QUAL | Other | 1.84% | 89,048 | -771 | -0.86% | $19,790,201 |
| MICROSOFT CORP | MSFT | Technology | 1.29% | 27,012 | +647 | +2.45% | $13,854,916 |
| VANGUARD INDEX FDS | VBR | Other | 1.19% | 55,487 | -528 | -0.94% | $12,819,206 |
| VANGUARD STAR FDS | VXUS | Other | 1.04% | 131,160 | -38 | -0.03% | $11,143,418 |
| APPLE INC | AAPL | Technology | 1.01% | 32,551 | +550 | +1.72% | $10,840,365 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 15,562 | +308 | +2.02% | $7,749,097 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.60% | 25,804 | +584 | +2.32% | $6,429,066 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.57% | 18,630 | +1,357 | +7.86% | $6,163,515 |
| VANGUARD INDEX FDS | VUG | Other | 0.46% | 55,329 | +2,320 | +4.38% | $4,985,696 |
| ABBVIE INC | ABBV | Healthcare | 0.44% | 17,893 | +493 | +2.83% | $4,680,771 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.43% | 29,878 | +1,684 | +5.97% | $4,638,559 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.40% | 16,174 | +380 | +2.41% | $4,281,919 |
| VANGUARD WORLD FD | VGT | Other | 0.38% | 32,791 | - | - | $4,120,844 |
| BROADCOM INC | AVGO | Technology | 0.37% | 11,332 | +1,352 | +13.55% | $3,979,685 |
| ISHARES TR | IJH | Other | 0.32% | 48,535 | -119 | -0.24% | $3,492,093 |
| VANGUARD INDEX FDS | VBK | Other | 0.31% | 9,877 | -222 | -2.20% | $3,337,036 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.29% | 4,133 | -128 | -3.00% | $3,151,949 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.29% | 19,900 | +776 | +4.06% | $3,144,742 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.29% | 64,521 | -1 | -0.00% | $3,126,715 |
| VANGUARD INDEX FDS | VTI | Other | 0.29% | 8,246 | +315 | +3.97% | $3,085,983 |
| NVIDIA CORPORATION | NVDA | Technology | 0.28% | 13,097 | +3,073 | +30.66% | $2,991,092 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.26% | 76,038 | +1,360 | +1.82% | $2,849,143 |
| MCKESSON CORP | MCK | Healthcare | 0.26% | 3,276 | -1 | -0.03% | $2,797,081 |
Showing 30 of 827 holdings in the latest reporting period.