Center for Financial Planning, Inc. — 13F holdings

Center for Financial Planning, Inc. reported 669 holdings worth $1.07B in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $377M (35.3%)
  2. AGG ISHARES TR — $107M (10.0%)
  3. SPDW SPDR INDEX SHS FDS — $84.0M (7.9%)
  4. VB VANGUARD INDEX FDS — $77.9M (7.3%)
  5. VO VANGUARD INDEX FDS — $54.6M (5.1%)
  6. IEFA ISHARES TR — $41.9M (3.9%)
  7. VWO VANGUARD INTL EQUITY INDEX F — $35.3M (3.3%)
  8. QUAL ISHARES TR — $19.7M (1.8%)
  9. BRK.A BERKSHIRE HATHAWAY INC DEL — $14.2M (1.3%)
  10. VBR VANGUARD INDEX FDS — $13.6M (1.3%)