Center For Financial Planning, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Center For Financial Planning, Inc. disclosed 643 stock positions valued at approximately $1.07B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SPDR INDEX SHS FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 643
- Portfolio Value
- $1.07B
Holdings by Sector
Center For Financial Planning, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 643 holdings in the latest reporting period.