CIK 1803557
Center for Financial Planning, Inc.
Institutional 13F holdings & portfolio
Holdings
702
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 541K | $1M+ | SH |
| AGG | ISHARES TR | 1.0M | $1M+ | SH |
| IEFA | ISHARES TR | 1.1M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 255K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 165K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 574K | $1M+ | SH |
| QUAL | ISHARES TR | 92K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 19 | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 57K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 24K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 133K | $1M+ | SH |
| AAPL | APPLE INC | 32K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 20K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 17K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 66K | $1M+ | SH |
| IJH | ISHARES TR | 50K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 9K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 19K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 155K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 36K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 19K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 77K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| ABT | ABBOTT LABS | 18K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| EAGG | ISHARES TR | 45K | $1M+ | SH |
| CRM | SALESFORCE INC | 8K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 16K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 22K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |