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 451–500 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | 76 | $1K–$15K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 207 | $1K–$15K | SH |
| MBWM | MERCANTILE BK CORP | 283 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC | 152 | $1K–$15K | SH |
| TEL | TE CONNECTIVITY PLC | 59 | $1K–$15K | SH |
| CHPT | CHARGEPOINT HOLDINGS INC | 2K | $1K–$15K | SH |
| DNP | DNP SELECT INCOME FD INC | 1K | $1K–$15K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 564 | $1K–$15K | SH |
| TTE | TOTALENERGIES SE | 200 | $1K–$15K | SH |
| SONY | SONY GROUP CORP | 510 | $1K–$15K | SH |
| TRV | TRAVELERS COMPANIES INC | 45 | $1K–$15K | SH |
| HSBC | HSBC HLDGS PLC | 163 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 22 | $1K–$15K | SH |
| EFG | ISHARES TR | 110 | $1K–$15K | SH |
| MGY | MAGNOLIA OIL & GAS CORP | 566 | $1K–$15K | SH |
| EA | ELECTRONIC ARTS INC | 60 | $1K–$15K | SH |
| SCHO | SCHWAB STRATEGIC TR | 501 | $1K–$15K | SH |
| RBLX | ROBLOX CORP | 150 | $1K–$15K | SH |
| IEV | ISHARES TR | 172 | $1K–$15K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 2K | $1K–$15K | SH |
| SYF | SYNCHRONY FINANCIAL | 140 | $1K–$15K | SH |
| SCI | SERVICE CORP INTL | 149 | $1K–$15K | SH |
| BB | BLACKBERRY LTD | 3K | $1K–$15K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 138 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 65 | $1K–$15K | SH |
| PNC | PNC FINL SVCS GROUP INC | 55 | $1K–$15K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 1K | $1K–$15K | SH |
| PSTG | PURE STORAGE INC | 170 | $1K–$15K | SH |
| SHOP | SHOPIFY INC | 70 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 467 | $1K–$15K | SH |
| IBN | ICICI BANK LIMITED | 371 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC | 39 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP | 131 | $1K–$15K | SH |
| LEN | LENNAR CORP | 105 | $1K–$15K | SH |
| JNK | SPDR SERIES TRUST | 111 | $1K–$15K | SH |
| LPLA | LPL FINL HLDGS INC | 30 | $1K–$15K | SH |
| DBMF | LITMAN GREGORY FDS TR | 376 | $1K–$15K | SH |
| LIT | GLOBAL X FDS | 159 | $1K–$15K | SH |
| NIO | NIO INC | 2K | $1K–$15K | SH |
| ESML | ISHARES TR | 218 | $1K–$15K | SH |
| NEM | NEWMONT CORP | 100 | $1K–$15K | SH |
| SJM | SMUCKER J M CO | 100 | $1K–$15K | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 187 | $1K–$15K | SH |
| ALV | AUTOLIV INC | 82 | $1K–$15K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 147 | $1K–$15K | SH |
| UA | UNDER ARMOUR INC | 2K | $1K–$15K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 105 | $1K–$15K | SH |
| ICSH | ISHARES TR | 188 | $1K–$15K | SH |
| BCD | ABRDN ETFS | 305 | $1K–$15K | SH |
| IUSB | ISHARES TR | 199 | $1K–$15K | SH |