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 51–100 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 14K | $1M+ | SH |
| KO | COCA COLA CO | 23K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| WMT | WALMART INC | 13K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 12K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 24K | $1M+ | SH |
| MMM | 3M CO | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $1M+ | SH |
| ISTB | ISHARES TR | 21K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 16K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| DTE | DTE ENERGY CO | 7K | $500K+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 20K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 7K | $500K+ | SH |
| IWR | ISHARES TR | 9K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 12K | $500K+ | SH |
| LLY | ELI LILLY & CO | 786 | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 10K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| F | FORD MTR CO | 55K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| IJS | ISHARES TR | 6K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 5K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| GEV | GE VERNOVA INC | 927 | $500K+ | SH |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| DAN | DANA INC | 24K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |