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 201–250 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | 736 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 274 | $100K–$500K | SH |
| AXL | AMERICAN AXLE & MFG HLDGS IN | 20K | $100K–$500K | SH |
| AFL | AFLAC INC | 1K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 394 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 349 | $100K–$500K | SH |
| JBL | JABIL INC | 527 | $100K–$500K | SH |
| CACI | CACI INTL INC | 225 | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 254 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 412 | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 3K | $100K–$500K | SH |
| FISV | FISERV INC | 2K | $100K–$500K | SH |
| CLIP | GLOBAL X FDS | 1K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 2K | $100K–$500K | SH |
| XYZ | BLOCK INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 361 | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 773 | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 1K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 470 | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| RDDT | REDDIT INC | 458 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 1K | $100K–$500K | SH |
| STT | STATE STR CORP | 800 | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 2K | $100K–$500K | SH |
| HRB | BLOCK H & R INC | 2K | $100K–$500K | SH |
| PPG | PPG INDS INC | 968 | $50K–$100K | SH |
| BX | BLACKSTONE INC | 640 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC | 2K | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 2K | $50K–$100K | SH |
| AZN | ASTRAZENECA PLC | 1K | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 561 | $50K–$100K | SH |
| UNM | UNUM GROUP | 1K | $50K–$100K | SH |
| QBTS | D-WAVE QUANTUM INC | 4K | $50K–$100K | SH |
| IEMG | ISHARES INC | 1K | $50K–$100K | SH |
| LVS | LAS VEGAS SANDS CORP | 1K | $50K–$100K | SH |
| RGTI | RIGETTI COMPUTING INC | 4K | $50K–$100K | SH |
| COHR | COHERENT CORP | 500 | $50K–$100K | SH |
| HYD | VANECK ETF TRUST | 2K | $50K–$100K | SH |
| ESS | ESSEX PPTY TR INC | 350 | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 1K | $50K–$100K | SH |
| ESGU | ISHARES TR | 588 | $50K–$100K | SH |
| PPL | PPL CORP | 2K | $50K–$100K | SH |
| IJJ | ISHARES TR | 660 | $50K–$100K | SH |
| SGOL | ETFS GOLD TR | 2K | $50K–$100K | SH |
| LSTR | LANDSTAR SYS INC | 600 | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| DTD | WISDOMTREE TR | 982 | $50K–$100K | SH |
| MSCI | MSCI INC | 145 | $50K–$100K | SH |