Center For Financial Planning, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$958.0M
Q ending 2026-03-31
Prior quarter
$961.1M
Q ending 2025-12-31
Change
-0.3% QoQ · +22.4% YoY
Positions
658
reported holdings
Largest positions
Top 100 of 658 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $325.2M | 544K |
| Ishares Tr | AGG | Shares | $104.6M | 1.1M |
| Spdr Index Shs Fds | SPDW | Shares | $73.6M | 1.6M |
| Vanguard Index Fds | VB | Shares | $66.9M | 255K |
| Vanguard Index Fds | VO | Shares | $48.2M | 168K |
| Ishares Tr | IEFA | Shares | $39.4M | 436K |
| Vanguard Intl Equity Index F | VWO | Shares | $31.2M | 578K |
| Ishares Tr | QUAL | Shares | $17.4M | 91K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $13.6M | 19 |
| Vanguard Index Fds | VBR | Shares | $12.1M | 56K |
| Vanguard Star Fds | VXUS | Shares | $10.1M | 131K |
| Microsoft Corp | MSFT | Shares | $9.8M | 26K |
| Apple Inc | AAPL | Shares | $8.1M | 32K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.2M | 15K |
| Alphabet Inc | GOOG | Shares | $5.6M | 20K |
| Amazon Com Inc | AMZN | Shares | $5.2M | 25K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Vanguard Intl Equity Index F | VSS | Shares | $4.2M | 29K |
| Johnson & Johnson | JNJ | Shares | $3.9M | 16K |
| Vanguard Index Fds | VUG | Shares | $3.9M | 9K |
| Abbvie Inc | ABBV | Shares | $3.8M | 17K |
| Ishares Tr | IJH | Shares | $3.3M | 50K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $3.3M | 67K |
| Nextera Energy Inc | NEE | Shares | $3.3M | 35K |
| Vanguard Index Fds | VBK | Shares | $3.2M | 11K |
| Broadcom Inc | AVGO | Shares | $3.0M | 10K |
| Mckesson Corp | MCK | Shares | $2.8M | 3K |
| Vanguard World Fd | VGT | Shares | $2.8M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.8M | 4K |
| Raymond James Finl Inc | RJF | Shares | $2.8M | 19K |
| Procter & Gamble Co | PG | Shares | $2.7M | 18K |
| Exxon Mobil Corp | XOM | Shares | $2.6M | 16K |
| Chevron Corporation | CVX | Shares | $2.5M | 12K |
| Vanguard Index Fds | VTI | Shares | $2.5M | 8K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $2.5M | 74K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $2.5M | 132K |
| Motorola Solutions Inc | MSI | Shares | $2.2M | 5K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Pepsico Inc | PEP | Shares | $2.1M | 13K |
| Ishares Tr | EAGG | Shares | $2.1M | 43K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.9M | 4K |
| American Express Co | AXP | Shares | $1.9M | 6K |
| Nvidia Corporation | NVDA | Shares | $1.9M | 11K |
| Colgate Palmolive Co | CL | Shares | $1.8M | 22K |
| Abbott Laboratories | ABT | Shares | $1.8M | 18K |
| Coca Cola Co | KO | Shares | $1.8M | 23K |
| Salesforce Inc | CRM | Shares | $1.8M | 9K |
| Vanguard Index Fds | VV | Shares | $1.7M | 6K |
| Stryker Corporation | SYK | Shares | $1.7M | 5K |
| Mcdonalds Corp | MCD | Shares | $1.6M | 5K |
| Ishares Tr | IJR | Shares | $1.6M | 13K |
| Home Depot Inc | HD | Shares | $1.6M | 5K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Eaton Corp Plc | Shares | $1.5M | 4K | |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Merck & Co Inc | MRK | Shares | $1.4M | 11K |
| Ishares Tr | IVV | Shares | $1.4M | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.2M | 25K |
| Marathon Pete Corp | MPC | Shares | $1.2M | 5K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Dte Energy Co | DTE | Shares | $1.1M | 8K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| 3M Co | MMM | Shares | $1.1M | 7K |
| Invesco Qqq Tr | QQQ | Shares | $1.0M | 2K |
| Ishares Tr | ISTB | Shares | $1.0M | 21K |
| Illinois Tool Wks Inc | ITW | Shares | $994K | 4K |
| Philip Morris Intl Inc | PM | Shares | $983K | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $971K | 15K |
| Vanguard World Fd | VDE | Shares | $951K | 5K |
| Invesco Exchange Traded Fd T | PRF | Shares | $933K | 20K |
| American Tower Corp | AMT | Shares | $874K | 5K |
| Ishares Tr | IWR | Shares | $870K | 9K |
| Dimensional Etf Trust | DFUS | Shares | $864K | 12K |
| Eli Lilly & Co | LLY | Shares | $842K | 915 |
| Emerson Elec Co | EMR | Shares | $814K | 6K |
| Ge Vernova Inc | GEV | Shares | $808K | 926 |
| Dana Inc | DAN | Shares | $808K | 24K |
| Delta Air Lines Inc | DAL | Shares | $796K | 12K |
| Ishares Tr | IWM | Shares | $795K | 3K |
| Analog Devices Inc | ADI | Shares | $793K | 2K |
| Ishares Tr | IWN | Shares | $771K | 4K |
| Cisco Sys Inc | CSCO | Shares | $766K | 10K |
| International Business Machs | IBM | Shares | $763K | 3K |
| Omnicom Group Inc | OMC | Shares | $739K | 10K |
| Meta Platforms Inc | META | Shares | $739K | 1K |
| Chubb Ltd Switz | Shares | $735K | 2K | |
| Ishares Tr | IJS | Shares | $723K | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $715K | 4K |
| Cme Group Inc | CME | Shares | $657K | 2K |
| Dover Corp | DOV | Shares | $641K | 3K |
| Dimensional Etf Trust | DFUV | Shares | $640K | 13K |
| Trane Technologies Plc | Shares | $636K | 2K | |
| Ford Mtr Co | F | Shares | $633K | 55K |
| Progressive Corp | PGR | Shares | $629K | 3K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $612K | 22K |
| Schwab Strategic Tr | SCHV | Shares | $606K | 20K |
| Visa Inc | V | Shares | $606K | 2K |
| Verizon Communications Inc | VZ | Shares | $598K | 12K |
| Rtx Corporation | RTX | Shares | $583K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.