Q3 2026 13F · SEC CIK 1803557

Center for Financial Planning, Inc.

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 834
Top holdings a year, 3 yrs: +16.4%
Assets under management: $2.0B

Center for Financial Planning, Inc. is a wealth manager that reported 834 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VOO, 35.9%), Ishares Tr (AGG, 9.9%), Spdr Index Shs Fds (SPDW, 8.1%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

Center for Financial Planning, Inc. holdings largest 50 of 834 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Center for Financial Planning, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	35.9%	35.3%	550,994	+0.3%	$386.2M
AGGIshares Tr	9.9%	10.0%	1,123,795	+3.7%	$106.2M
SPDWSpdr Index Shs Fds	8.1%	7.9%	1,741,059	+4.4%	$87.4M
VBVanguard Index Fds	6.8%	7.3%	256,422	-0.3%	$72.9M
VOVanguard Index Fds	5.1%	5.1%	693,198	+2.2%	$54.4M
IEFAIshares Tr	3.9%	3.9%	431,929	-0.4%	$41.8M
VWOVanguard Intl Equity Index F	3.3%	3.3%	604,383	+2.1%	$35.8M
QUALIshares Tr	1.8%	1.8%	89,048	-0.9%	$19.8M
MSFTMicrosoft Corp	1.3%	0.9%	27,012	+2.5%	$13.9M
VBRVanguard Index Fds	1.2%	1.3%	55,487	-0.9%	$12.8M
VXUSVanguard Star Fds	1.0%	1.0%	131,160	-0.0%	$11.1M
AAPLApple Inc	1.0%	0.9%	32,551	+1.7%	$10.8M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	15,562	+2.0%	$7.7M
AMZNAmazon Com Inc	0.6%	0.6%	25,804	+2.3%	$6.4M
JPMJpmorgan Chase & Co	0.6%	0.5%	18,630	+7.9%	$6.2M
VUGVanguard Index Fds	0.5%	0.4%	55,329	+4.4%	$5.0M
ABBVAbbvie Inc	0.4%	0.4%	17,893	+2.8%	$4.7M
VSSVanguard Intl Equity Index F	0.4%	0.4%	29,878	+6.0%	$4.6M
JNJJohnson & Johnson	0.4%	0.4%	16,174	+2.4%	$4.3M
VGTVanguard World Fd	0.4%	0.4%	32,791	+0.0%	$4.1M
AVGOBroadcom Inc	0.4%	0.4%	11,332	+13.5%	$4.0M
IJHIshares Tr	0.3%	0.4%	48,535	-0.2%	$3.5M
VBKVanguard Index Fds	0.3%	0.3%	9,877	-2.2%	$3.3M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	4,133	-3.0%	$3.2M
RJFRaymond James Finl Inc	0.3%	0.3%	19,900	+4.1%	$3.1M
LMBSFirst Tr Exchange-Traded Fd	0.3%	0.3%	64,521	-0.0%	$3.1M
VTIVanguard Index Fds	0.3%	0.3%	8,246	+4.0%	$3.1M
NVDANvidia Corporation	0.3%	0.2%	13,097	+30.7%	$3.0M
BUFRFirst Tr Exchng Traded Fd Vi	0.3%	0.3%	76,038	+1.8%	$2.8M
MCKMckesson Corp	0.3%	0.2%	3,276	-0.0%	$2.8M
TMOThermo Fisher Scientific Inc	0.3%	0.2%	4,072	+2.6%	$2.7M
CVXChevron Corporation	0.3%	0.2%	13,179	+7.5%	$2.7M
VTVVanguard Index Fds	0.2%	0.2%	12,401	+8.8%	$2.7M
NEENextera Energy Inc	0.2%	0.3%	35,156	+1.8%	$2.7M
PGProcter & Gamble Co	0.2%	0.2%	17,243	-1.3%	$2.5M
EAGGIshares Tr	0.2%	0.2%	52,168	+5.6%	$2.4M
MSIMotorola Solutions Inc	0.2%	0.2%	5,258	+0.1%	$2.3M
FSIGFirst Tr Exchange-Traded Fd	0.2%	0.2%	124,915	+0.0%	$2.3M
ETNEaton Corp PLC	0.2%	—	5,308	—	$2.3M
CRMSalesforce Inc	0.2%	—	9,706	—	$2.2M
KOCoca Cola Co	0.2%	0.2%	24,220	+4.9%	$2.1M
VVVanguard Index Fds	0.2%	0.2%	5,780	+0.0%	$2.0M
ABTAbbott Laboratories	0.2%	0.2%	20,440	+0.6%	$2.0M
MPCMarathon Petroleum	0.2%	—	5,064	—	$2.0M
AXPAmerican Express Co	0.2%	0.2%	6,414	+0.0%	$2.0M
GOOGLAlphabet Inc	0.2%	0.2%	5,486	+9.2%	$1.9M
CLColgate Palmolive Co	0.2%	0.2%	21,661	+0.7%	$1.8M
AMDAdvanced Micro Devices Inc	0.2%	—	2,897	—	$1.8M
UNPUnion Pac Corp	0.2%	—	6,483	—	$1.8M
IJRIshares Tr	0.2%	0.2%	12,485	-5.3%	$1.7M

What Center for Financial Planning, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +8.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	834
Q2 2026	$1.1B	666
Q1 2026	$958.0M	658
Q4 2025	$961.1M	702
Q3 2025	$935.6M	660
Q2 2025	$871.9M	647
Q1 2025	$782.6M	700
Q4 2024	$749.3M	675
Q3 2024	$737.0M	580
Q2 2024	$691.7M	585
Q1 2024	$669.0M	608
Q4 2023	$544.2M	524

Questions about Center for Financial Planning, Inc.'s portfolio

What stocks does Center for Financial Planning, Inc. own?

Center for Financial Planning, Inc.'s latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 834 positions worth $1.1B. The largest are Vanguard Index Fds (VOO) at 35.9%, Ishares Tr (AGG) at 9.9%, Spdr Index Shs Fds (SPDW) at 8.1%, Vanguard Index Fds (VB) at 6.8% and Vanguard Index Fds (VO) at 5.1%.

What did Center for Financial Planning, Inc. buy last quarter?

In Q3 2026, Center for Financial Planning, Inc. added Nvidia Corporation (NVDA) (+30.7% shares), Broadcom Inc (AVGO) (+13.5% shares) and Alphabet Inc (GOOGL) (+9.2% shares), compared with its Q2 2026 filing.

What did Center for Financial Planning, Inc. sell last quarter?

In Q3 2026, Center for Financial Planning, Inc. cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Home Depot Inc (HD) and Ishares Tr (IJR) (-5.3% shares), compared with its Q2 2026 filing.

How has Center for Financial Planning, Inc.'s portfolio performed?

A portfolio copying Center for Financial Planning, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%. Over 5 years: +8.6% a year against +11.6%.

When is Center for Financial Planning, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Center for Financial Planning, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Center for Financial Planning, Inc. manage?

Center for Financial Planning, Inc. reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.