Center for Financial Planning, Inc.

Est. AUM

$409.2M

13F long equity, this entity only

Positions

658

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR INDEX SHS FDS	STATE STREET SPD	$73.6M	1611462	17.98%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$39.4M	435634	9.64%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$31.2M	578050	7.64%	SOLE
4	ISHARES TR	MSCI USA QLT FCT	$17.4M	90570	4.25%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL A	$13.6M	19	3.33%	SOLE
6	VANGUARD INDEX FDS	SM CP VAL ETF	$12.1M	55764	2.96%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$10.1M	131262	2.47%	SOLE
8	MICROSOFT CORP	COM	$9.8M	26463	2.39%	SOLE
9	APPLE INC	COM	$8.1M	31828	1.97%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.2M	15114	1.77%	SOLE
11	ALPHABET INC	CAP STK CL C	$5.6M	19542	1.37%	SOLE
12	AMAZON COM INC	COM	$5.2M	24805	1.26%	SOLE
13	JPMORGAN CHASE & CO	COM	$5.1M	17355	1.25%	SOLE
14	JOHNSON & JOHNSON	COM	$3.9M	15914	0.95%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$3.9M	8899	0.95%	SOLE
16	ABBVIE INC	COM	$3.8M	17400	0.92%	SOLE
17	ISHARES TR	CORE S&P MCP ETF	$3.3M	49512	0.82%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$3.3M	66511	0.81%	SOLE
19	NEXTERA ENERGY INC	COM	$3.3M	35209	0.80%	SOLE
20	VANGUARD INDEX FDS	SML CP GRW ETF	$3.2M	10516	0.78%	SOLE
21	BROADCOM INC	COM	$3.0M	9752	0.74%	SOLE
22	MCKESSON CORP	COM	$2.8M	3277	0.69%	SOLE
23	VANGUARD WORLD FD	INF TECH ETF	$2.8M	4060	0.69%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4352	0.69%	SOLE
25	RAYMOND JAMES FINL INC	COM	$2.8M	19124	0.68%	SOLE
26	PROCTER & GAMBLE CO	COM	$2.7M	18434	0.65%	SOLE
27	EXXON MOBIL CORP	COM	$2.6M	15596	0.65%	SOLE
28	CHEVRON CORPORATION	COM	$2.5M	12308	0.62%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	7931	0.62%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.5M	74114	0.61%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$2.5M	131770	0.61%	SOLE
32	MOTOROLA SOLUTIONS INC	COM NEW	$2.2M	5136	0.54%	SOLE
33	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11342	0.54%	SOLE
34	PEPSICO INC	COM	$2.1M	13329	0.51%	SOLE
35	ISHARES TR	ESG AWR US AGRGT	$2.1M	43460	0.51%	SOLE
36	THERMO FISHER SCIENTIFIC INC	COM	$1.9M	3967	0.48%	SOLE
37	AMERICAN EXPRESS CO	COM	$1.9M	6414	0.47%	SOLE
38	NVIDIA CORPORATION	COM	$1.9M	10792	0.46%	SOLE
39	COLGATE PALMOLIVE CO	COM	$1.8M	21512	0.45%	SOLE
40	ABBOTT LABORATORIES	COM	$1.8M	17660	0.44%	SOLE
41	COCA COLA CO	COM	$1.8M	23419	0.44%	SOLE
42	SALESFORCE INC	COM	$1.8M	9470	0.43%	SOLE
43	VANGUARD INDEX FDS	LARGE CAP ETF	$1.7M	5776	0.42%	SOLE
44	STRYKER CORPORATION	COM	$1.7M	5070	0.41%	SOLE
45	MCDONALDS CORP	COM	$1.6M	5300	0.40%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$1.6M	13202	0.40%	SOLE
47	HOME DEPOT INC	COM	$1.6M	4935	0.40%	SOLE
48	WALMART INC	COM	$1.6M	12675	0.38%	SOLE
49	EATON CORP PLC	SHS	$1.5M	4330	0.38%	SOLE
50	ALPHABET INC	CAP STK CL A	$1.4M	5024	0.35%	SOLE

1–50 of 658

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.