Center for Financial Planning, Inc.
Sector Allocation
- Other83.9%$902.5M
- Technology5.1%$54.5M
- Financials2.8%$30.0M
- Healthcare2.2%$24.1M
- Industrials1.5%$16.0M
- Consumer Staples1.4%$15.4M
- Consumer Discretionary1.3%$14.0M
- Energy0.6%$6.1M
- Utilities0.5%$5.4M
- Communication Services0.3%$2.8M
AUM History
13fpro.ai/research/fund/center-for-financial-planning-inc-1803557
Conviction and streaks
Stable · top 10 = 77.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$386.2M
- ISHARES$106.2M
- SPDR$87.4M
- VANGUARD$72.9M
- VANGUARD$54.4M
- ISHARES$41.8M
- VANGUARD$35.8M
- ISHARES$19.8M
MSFT
$13.9M- VANGUARD$12.8M
- VANGUARD$11.1M
AAPL
$10.8MBRK.B
$7.7MAMZN
$6.4MJPM
$6.2M- VANGUARD$5.0M
ABBV
$4.7M- VANGUARD$4.6M
JNJ
$4.3M- VANGUARD$4.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/center-for-financial-planning-inc-1803557
Center for Financial Planning, Inc. 13F holdings — Q3 2026
$1.1B portfolio (+0.5% QoQ) · 836 holdings · Q3 2026 13F · top 10 are 77% of the stock portfolio
Includes $8K of put/call options ($8K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.1B. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$386.2M
35.9% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE US AGGBD ET
$106.2M
9.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR INDEX SHS FDS - ST STR PO EX ETF
$87.4M
8.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - SMALL CP ETF
$72.9M
6.8% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - MRNGSTR MID CAP
$54.4M
5.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE MSCI EAFE
$41.8M
3.9% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$35.8M
3.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MSCI USA QLT FCT
$19.8M
1.8% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $13.9M
1.3% of stocks
+2%This quarter0.0%Since filed11+ qtrsHeld- 10
VANGUARD INDEX FDS - MRNGSTR SML CP V
$12.8M
1.2% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $386.2M | 35.9% | +0.3% | — | — | — | — | |
| 2 | ISHARES TR - CORE US AGGBD ET | $106.2M | 9.9% | +4% | — | — | — | — | |
| 3 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $87.4M | 8.1% | +4% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - SMALL CP ETF | $72.9M | 6.8% | -0.3% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $54.4M | 5.0% | +2% | — | — | — | — | |
| 6 | ISHARES TR - CORE MSCI EAFE | $41.8M | 3.9% | -0.4% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $35.8M | 3.3% | +2% | — | — | — | — | |
| 8 | ISHARES TR - MSCI USA QLT FCT | $19.8M | 1.8% | -0.9% | — | — | — | — | |
| 9 | $13.9M | 1.3% | +2% | 0.0% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD INDEX FDS - MRNGSTR SML CP V | $12.8M | 1.2% | -0.9% | — | — | — | — |
All holdings — Center for Financial Planning, Inc. (Q3 2026)
836 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $11.1M | 1.0% | 131K | -0.0% | — | — | 13F |
| 12 | Apple Inc. | Technology | $10.8M | 1.0% | 33K | +2% | 11+ qtrs | 75.7 | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $7.7M | 0.7% | 16K | +2% | 11+ qtrs | 73.5 | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $6.4M | 0.6% | 26K | +2% | 11+ qtrsAdded 2 qtrs in a row | 67.5 | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $6.2M | 0.6% | 19K | +8% | 11+ qtrs | 71.8 | 13F | |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $5.0M | 0.5% | 55K | +4% | — | — | 13F |
| 17 | AbbVie Inc. | Healthcare | $4.7M | 0.4% | 18K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $4.6M | 0.4% | 30K | +6% | — | — | 13F |
| 19 | JOHNSON & JOHNSON | Healthcare | $4.3M | 0.4% | 16K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $4.1M | 0.4% | 33K | — | — | — | 13F |
| 21 | Broadcom Inc. | Technology | $4.0M | 0.4% | 11K | +14% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $3.5M | 0.3% | 49K | -0.2% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $3.3M | 0.3% | 9,877 | -2% | — | — | 13F |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.2M | 0.3% | 4,133 | -3% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RAYMOND JAMES FINANCIAL INC | Financials | $3.1M | 0.3% | 20K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $3.1M | 0.3% | 65K | -0.0% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.1M | 0.3% | 8,246 | +4% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $3.0M | 0.3% | 13K | +31% | |||
| 29 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $2.8M | 0.3% | 76K | +2% | |||
| 30 | $MCK | MCKESSON CORP | Consumer Staples | $2.8M | 0.3% | 3,276 | -0.0% | |||
| 31 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.7M | 0.3% | 4,072 | +3% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $2.7M | 0.3% | 13K | +8% | |||
| 33 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $2.7M | 0.3% | 12K | +9% | |||
| 34 | $NEE | NEXTERA ENERGY INC | Utilities | $2.7M | 0.3% | 35K | +2% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.5M | 0.2% | 17K | -1% | |||
| 36 | — | ISHARES TR - ESG AWR US AGRGT | — | $2.4M | 0.2% | 52K | +6% | |||
| 37 | $MSI | Motorola Solutions, Inc. | Technology | $2.3M | 0.2% | 5,258 | +0.1% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | — | $2.3M | 0.2% | 125K | — | |||
| 39 | $ETN | Eaton Corp plc | Industrials | $2.3M | 0.2% | 5,308 | +31% | |||
| 40 | $CRM | Salesforce, Inc. | Technology | $2.2M | 0.2% | 9,706 | -3% | |||
| 41 | $KO | COCA COLA CO | Consumer Staples | $2.1M | 0.2% | 24K | +5% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $2.0M | 0.2% | 5,780 | +0.0% | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.0M | 0.2% | 20K | +0.6% | |||
| 44 | $MPC | Marathon Petroleum Corp | Energy | $2.0M | 0.2% | 5,064 | +8% | |||
| 45 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0M | 0.2% | 6,414 | — | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $1.9M | 0.2% | 5,486 | +9% | |||
| 47 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.8M | 0.2% | 22K | +0.7% | |||
| 48 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.8M | 0.2% | 2,897 | -2% | |||
| 49 | $UNP | UNION PACIFIC CORP | Industrials | $1.8M | 0.2% | 6,483 | +36% | |||
| 50 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.2% | 12K | -5% | |||
| 51 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.2% | 13K | -0.8% | |||
| 52 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.1% | 2,089 | — | |||
| 53 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.1% | 11K | -8% | |||
| 54 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.1% | 6,361 | +15% | |||
| 55 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.1% | 14K | +18% | |||
| 56 | $SYK | STRYKER CORP | Healthcare | $1.4M | 0.1% | 5,074 | +0.1% | |||
| 57 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.1% | 4,860 | -0.9% | |||
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | — | $1.3M | 0.1% | 44K | +62% | |||
| 59 | $MMM | 3M CO | Healthcare | $1.2M | 0.1% | 7,557 | +2% | |||
| 60 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.1% | 5,109 | -4% | |||
| 61 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.1% | 1,589 | -11% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.1% | 1,002 | +0.7% | |||
| 63 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.2M | 0.1% | 14K | — | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $1.1M | 0.1% | 3,487 | New | |||
| 65 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.1% | 5,994 | +3% | |||
| 66 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.1% | 1,467 | +17% | |||
| 67 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.1% | 9,840 | +3% | |||
| 68 | $ADI | ANALOG DEVICES INC | Technology | $1.0M | 0.1% | 2,620 | +25% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 19K | -3% | |||
| 70 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.0M | 0.1% | 6,603 | +6% | |||
| 71 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.0M | 0.1% | 21K | -14% | |||
| 72 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $999K | 0.1% | 14K | -5% | |||
| 73 | — | ISHARES TR - CORE 1 5 YR USD | — | $985K | 0.1% | 21K | — | |||
| 74 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $983K | 0.1% | 3,819 | — | |||
| 75 | — | ISHARES TR - FUTU AI TECH ETF | — | $959K | 0.1% | 12K | +3% | |||
| 76 | — | VANGUARD WORLD FD - ENERGY ETF | — | $950K | 0.1% | 5,518 | +0.4% | |||
| 77 | — | ISHARES TR - RUS MID CAP ETF | — | $943K | 0.1% | 8,840 | -0.6% | |||
| 78 | — | ISHARES TR - RUS 2000 VAL ETF | — | $927K | 0.1% | 4,425 | — | |||
| 79 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $923K | 0.1% | 2,919 | — | |||
| 80 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $913K | 0.1% | 13K | +1963% | |||
| 81 | $TSLA | Tesla, Inc. | Consumer Discretionary | $912K | 0.1% | 2,570 | -7% | |||
| 82 | $V | VISA INC. | Financials | $907K | 0.1% | 2,523 | +24% | |||
| 83 | — | ISHARES TR - RUSSELL 2000 ETF | — | $888K | 0.1% | 3,194 | — | |||
| 84 | $GEV | GE Vernova Inc. | Industrials | $872K | 0.1% | 917 | +4% | |||
| 85 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $859K | 0.1% | 5,250 | +0.2% | |||
| 86 | $DTB | DTE ENERGY CO | Utilities | $853K | 0.1% | 7,007 | +7% | |||
| 87 | $RTX | RTX Corp | Industrials | $845K | 0.1% | 4,554 | +38% | |||
| 88 | $JCI | Johnson Controls International plc | Industrials | $797K | 0.1% | 5,362 | +38% | |||
| 89 | $TT | Trane Technologies plc | Technology | $790K | 0.1% | 1,746 | +14% | |||
| 90 | — | ISHARES TR - SP SMCP600VL ETF | — | $782K | 0.1% | 6,102 | — | |||
| 91 | $CB | Chubb Ltd | Financials | $731K | 0.1% | 2,248 | +6% | |||
| 92 | $OMC | OMNICOM GROUP INC. | Communication Services | $729K | 0.1% | 9,905 | -3% | |||
| 93 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $727K | 0.1% | 13K | — | |||
| 94 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $709K | 0.1% | 3,224 | +3% | |||
| 95 | $F | FORD MOTOR CO | Consumer Discretionary | $696K | 0.1% | 58K | +7% | |||
| 96 | $CME | CME GROUP INC. | Financials | $677K | 0.1% | 2,585 | +25% | |||
| 97 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $674K | 0.1% | 3,250 | +2% | |||
| 98 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $662K | 0.1% | 20K | — | |||
| 99 | $DAN | DANA Inc | Industrials | $655K | 0.1% | 24K | — | |||
| 100 | $CAT | CATERPILLAR INC | Industrials | $649K | 0.1% | 800 | +128% | |||
| 101 | — | ISHARES TR - U.S. TECH ETF | — | $632K | 0.1% | 2,384 | — | |||
| 102 | $DHR | DANAHER CORP /DE/ | Healthcare | $613K | 0.1% | 2,768 | — | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $612K | 0.1% | 13K | +10% | |||
| 104 | $APD | Air Products & Chemicals, Inc. | Materials | $607K | 0.1% | 2,180 | +9% | |||
| 105 | $NXPI | NXP Semiconductors N.V. | Technology | $594K | 0.1% | 2,502 | +40% | |||
| 106 | $DOV | DOVER Corp | Industrials | $576K | 0.1% | 3,078 | +0.1% | |||
| 107 | $DAL | DELTA AIR LINES, INC. | Industrials | $567K | 0.1% | 6,797 | — | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $566K | 0.1% | 1,342 | -0.5% | |||
| 109 | $ADBE | ADOBE INC. | Technology | $549K | 0.1% | 2,290 | -3% | |||
| 110 | $CMI | CUMMINS INC | Industrials | $543K | 0.1% | 1,052 | +45% | |||
| 111 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $521K | 0.1% | 2,698 | +3% | |||
| 112 | — | MORGAN STANLEY ETF TRUST - EATO VA DURA ETF | — | $513K | 0.1% | 10K | +5% | |||
| 113 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $484K | 0.1% | 1,318 | +117% | |||
| 114 | — | ISHARES TR - EAFE VALUE ETF | — | $464K | 0.0% | 5,861 | — | |||
| 115 | $ANET | Arista Networks, Inc. | Technology | $462K | 0.0% | 2,269 | -18% | |||
| 116 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $453K | 0.0% | 886 | +18% | |||
| 117 | $ASML | ASML HOLDING NV | Technology | $429K | 0.0% | 237 | +7% | |||
| 118 | $LMT | LOCKHEED MARTIN CORP | Industrials | $429K | 0.0% | 842 | +53% | |||
| 119 | $PFE | PFIZER INC | Healthcare | $428K | 0.0% | 15K | +11% | |||
| 120 | $SPGI | S&P Global Inc. | Financials | $418K | 0.0% | 1,060 | +6% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $414K | 0.0% | 1,326 | +11% | |||
| 122 | $NFLX | NETFLIX INC | Communication Services | $407K | 0.0% | 5,844 | +20% | |||
| 123 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $406K | 0.0% | 2,688 | +407% | |||
| 124 | $ALL | ALLSTATE CORP | Financials | $402K | 0.0% | 1,811 | +10% | |||
| 125 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $399K | 0.0% | 3,015 | +2% | |||
| 126 | $DIS | Walt Disney Co | Communication Services | $388K | 0.0% | 3,700 | +0.6% | |||
| 127 | $INTC | INTEL CORP | Technology | $381K | 0.0% | 3,168 | +154% | |||
| 128 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $376K | 0.0% | 6,497 | +10% | |||
| 129 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $374K | 0.0% | 5,347 | +106% | |||
| 130 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $371K | 0.0% | 5,509 | +0.0% | |||
| 131 | $O | REALTY INCOME CORP | Real Estate | $369K | 0.0% | 6,799 | +10% | |||
| 132 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $368K | 0.0% | 24K | +11% | |||
| 133 | $GLD | SPDR GOLD TRUST | Financials | $367K | 0.0% | 964 | +34% | |||
| 134 | $EQIX | EQUINIX INC | Real Estate | $366K | 0.0% | 362 | +5071% | |||
| 135 | — | ISHARES TR - MSCI EAFE ETF | — | $357K | 0.0% | 3,432 | — | |||
| 136 | $ETR | ENTERGY CORP /DE/ | Utilities | $356K | 0.0% | 3,591 | +13% | |||
| 137 | $CACC | CREDIT ACCEPTANCE CORP | Financials | $356K | 0.0% | 670 | — | |||
| 138 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $352K | 0.0% | 2,265 | +15% | |||
| 139 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $348K | 0.0% | 4,349 | +70% | |||
| 140 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $345K | 0.0% | 8,985 | — | |||
| 141 | $ORCL | ORACLE CORP | Technology | $343K | 0.0% | 2,500 | +75% | |||
| 142 | $YUM | YUM BRANDS INC | Consumer Discretionary | $335K | 0.0% | 2,456 | -0.0% | |||
| 143 | $EW | Edwards Lifesciences Corp | Healthcare | $332K | 0.0% | 3,844 | +0.7% | |||
| 144 | $DXCM | DEXCOM INC | Healthcare | $330K | 0.0% | 3,825 | — | |||
| 145 | $T | AT&T INC. | Communication Services | $322K | 0.0% | 13K | +12% | |||
| 146 | $MFC | MANULIFE FINANCIAL CORP | Financials | $319K | 0.0% | 7,493 | +0.0% | |||
| 147 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $308K | 0.0% | 707 | — | |||
| 148 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $306K | 0.0% | 753 | +64% | |||
| 149 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $306K | 0.0% | 4,014 | +25% | |||
| 150 | $SHW | SHERWIN WILLIAMS CO | Materials | $302K | 0.0% | 933 | +1628% |
What changed in Q3 2026
Against the previous quarter's 13F: 207 new, 247 added to, 84 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (207)
$LRCXLAM RESEARCH CORP$1.1M
first bought this quarter
$PWRQUANTA SERVICES, INC.$300K
first bought this quarter
$KLACKLA CORP$296K
first bought this quarter
- VANGUARD WORLD FD - ESG US STK ETF$266K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF$263K
first bought this quarter
$WELLWELLTOWER INC.$205K
first bought this quarter
+201 more in the Excel export
Added to (247)
- ISHARES TR - CORE US AGGBD ET+4%
now $106.2M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+4%
now $87.4M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+0.3%
now $386.2M
- VANGUARD INDEX FDS - MRNGSTR MID CAP+2%
now $54.4M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+1963%
now $913K
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+2%
now $35.8M
+241 more in the Excel export
Trimmed (84)
- ISHARES TR - NATIONAL MUN ETF-76%
now $85K
- VANGUARD INDEX FDS - SMALL CP ETF-0.3%
now $72.9M
- ISHARES TR - MSCI USA QLT FCT-0.9%
now $19.8M
- ISHARES TR - CORE MSCI EAFE-0.4%
now $41.8M
- VANGUARD MUN BD FDS - TAX EXEMPT BD-14%
now $1.0M
$ZTSZoetis Inc.-90%
now $16K
+78 more in the Excel export
Sold out (31)
$XOM.R34088EXXON MOBIL CORPwas $2.0M
held 10+ qtrs
$ESSESSEX PROPERTY TRUST, INC.was $102K
held 10+ qtrs
$GLGLOBE LIFE INC.was $63K
$CHEFChefs' Warehouse, Inc.was $53K
- J P MORGAN EXCHANGE TRADED F - RLTY INCOME ETFwas $51K
$APOApollo Global Management, Inc.was $44K
+25 more in the Excel export
Holdings by quarter
Every 13F Center for Financial Planning, Inc. has filed, 27 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Center for Financial Planning's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
77%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Center for Financial Planning, Inc. disclosed 836 positions worth $1.1B in its Form 13F-HR for Q3 2026 — $1.1B in common stock plus $7,960 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 207 new positions and exited 31 — including a new stake in $LRCX and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (83.9% of disclosed assets). All figures are sourced directly from Center for Financial Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 1803557.
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AI-Powered Hedge Fund Analysis: Center for Financial Planning, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Center for Financial Planning, Inc. (SEC CIK: 1803557), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Center for Financial Planning, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.