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 251–300 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTVA | CORTEVA INC | 1K | $50K–$100K | SH |
| ASAN | ASANA INC | 6K | $50K–$100K | SH |
| MFM | MFS MUN INCOME TR | 15K | $50K–$100K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 3K | $50K–$100K | SH |
| RGEN | REPLIGEN CORP | 494 | $50K–$100K | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| USPH | U S PHYSICAL THERAPY | 1K | $50K–$100K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| ILMN | ILLUMINA INC | 588 | $50K–$100K | SH |
| CACC | CREDIT ACCEP CORP MICH | 170 | $50K–$100K | SH |
| RMD | RESMED INC | 300 | $50K–$100K | SH |
| KR | KROGER CO | 1K | $50K–$100K | SH |
| IAU | ISHARES GOLD TR | 878 | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| FE | FIRSTENERGY CORP | 2K | $50K–$100K | SH |
| DDOG | DATADOG INC | 502 | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC | 137 | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 1K | $50K–$100K | SH |
| IWV | ISHARES TR | 171 | $50K–$100K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 1K | $50K–$100K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 1K | $50K–$100K | SH |
| NU | NU HLDGS LTD | 4K | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC | 2K | $50K–$100K | SH |
| DD | DUPONT DE NEMOURS INC | 2K | $50K–$100K | SH |
| MAR | MARRIOTT INTL INC NEW | 199 | $50K–$100K | SH |
| MET | METLIFE INC | 778 | $50K–$100K | SH |
| TRMK | TRUSTMARK CORP | 2K | $50K–$100K | SH |
| FDX | FEDEX CORP | 200 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 616 | $50K–$100K | SH |
| TGT | TARGET CORP | 583 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 635 | $50K–$100K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 342 | $50K–$100K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 285 | $50K–$100K | SH |
| PANW | PALO ALTO NETWORKS INC | 294 | $50K–$100K | SH |
| APO | APOLLO GLOBAL MGMT INC | 372 | $50K–$100K | SH |
| VCR | VANGUARD WORLD FD | 136 | $50K–$100K | SH |
| EGP | EASTGROUP PPTYS INC | 300 | $50K–$100K | SH |
| SOLV | SOLVENTUM CORP | 669 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 205 | $50K–$100K | SH |
| ESGD | ISHARES TR | 549 | $50K–$100K | SH |
| DVN | DEVON ENERGY CORP NEW | 1K | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 145 | $50K–$100K | SH |
| IOO | ISHARES TR | 404 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 249 | $50K–$100K | SH |
| BE | BLOOM ENERGY CORP | 579 | $50K–$100K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 257 | $15K–$50K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 363 | $15K–$50K | SH |
| GL | GLOBE LIFE INC | 354 | $15K–$50K | SH |
| MGC | VANGUARD WORLD FD | 195 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 60 | $15K–$50K | SH |