Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$871.9B
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 534,508 | $303.6B | 34.82% | |
| 2 | AGGISHARES TR | 964,448 | $95.7B | 10.97% | |
| 3 | AQLTISHARES TR | 1,099,176 | $91.8B | 10.52% | |
| 4 | VBVANGUARD INDEX FDS | 262,478 | $62.2B | 7.13% | |
| 5 | VOVANGUARD INDEX FDS | 142,232 | $39.8B | 4.56% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 564,719 | $27.9B | 3.20% | |
| 7 | QUALISHARES TR | 95,081 | $17.4B | 1.99% | |
| 8 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19 | $13.8B | 1.59% | |
| 9 | MSFTMICROSOFT CORP | 23,852 | $11.9B | 1.36% | |
| 10 | VBRVANGUARD INDEX FDS | 58,544 | $11.4B | 1.31% | |
| 11 | VXUSVANGUARD STAR FDS | 136,574 | $9.4B | 1.08% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,041 | $6.8B | 0.78% | |
| 13 | AAPLAPPLE INC | 28,070 | $5.8B | 0.66% | |
| 14 | AMZNAMAZON COM INC | 24,389 | $5.4B | 0.61% | |
| 15 | JPMJPMORGAN CHASE & CO. | 17,011 | $4.9B | 0.57% | |
| 16 | VUGVANGUARD INDEX FDS | 8,850 | $3.9B | 0.44% | |
| 17 | GOOGALPHABET INC | 19,592 | $3.5B | 0.40% | |
| 18 | VBKVANGUARD INDEX FDS | 11,735 | $3.2B | 0.37% | |
| 19 | LMBSFIRST TR EXCHANGE-TRADED FD | 65,000 | $3.2B | 0.37% | |
| 20 | ABBVABBVIE INC | 17,025 | $3.2B | 0.36% | |
| 21 | IJHISHARES TR | 50,368 | $3.1B | 0.36% | |
| 22 | SPYSPDR S&P 500 ETF TR | 4,980 | $3.1B | 0.35% | |
| 23 | RJFRAYMOND JAMES FINL INC | 19,531 | $3.0B | 0.34% | |
| 24 | PGPROCTER AND GAMBLE CO | 18,694 | $3.0B | 0.34% | |
| 25 | FSIGFIRST TR EXCHANGE-TRADED FD | 151,850 | $2.9B | 0.33% | |
| 26 | AVGOBROADCOM INC | 9,562 | $2.6B | 0.30% | |
| 27 | VGTVANGUARD WORLD FD | 3,909 | $2.6B | 0.30% | |
| 28 | NEENEXTERA ENERGY INC | 34,928 | $2.4B | 0.28% | |
| 29 | MCKMCKESSON CORP | 3,277 | $2.4B | 0.28% | |
| 30 | ABTABBOTT LABS | 17,013 | $2.3B | 0.27% | |
| 31 | BUFRFIRST TR EXCHNG TRADED FD VI | 72,732 | $2.3B | 0.27% | |
| 32 | VTIVANGUARD INDEX FDS | 7,582 | $2.3B | 0.26% | |
| 33 | EAGGISHARES TR | 47,399 | $2.3B | 0.26% | |
| 34 | JNJJOHNSON & JOHNSON | 14,702 | $2.2B | 0.26% | |
| 35 | MSIMOTOROLA SOLUTIONS INC | 5,197 | $2.2B | 0.25% | |
| 36 | AXPAMERICAN EXPRESS CO | 6,664 | $2.1B | 0.24% | |
| 37 | VSSVANGUARD INTL EQUITY INDEX F | 14,999 | $2.0B | 0.23% | |
| 38 | CRMSALESFORCE INC | 7,362 | $2.0B | 0.23% | |
| 39 | SYKSTRYKER CORPORATION | 5,050 | $2.0B | 0.23% | |
| 40 | VTVVANGUARD INDEX FDS | 11,207 | $2.0B | 0.23% | |
| 41 | CLCOLGATE PALMOLIVE CO | 21,612 | $2.0B | 0.23% | |
| 42 | CVXCHEVRON CORP NEW | 12,642 | $1.8B | 0.21% | |
| 43 | HDHOME DEPOT INC | 4,855 | $1.8B | 0.20% | |
| 44 | VVVANGUARD INDEX FDS | 5,741 | $1.6B | 0.19% | |
| 45 | KOCOCA COLA CO | 22,787 | $1.6B | 0.18% | |
| 46 | PEPPEPSICO INC | 12,203 | $1.6B | 0.18% | |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 3,967 | $1.6B | 0.18% | |
| 48 | XOMEXXON MOBIL CORP | 14,438 | $1.6B | 0.18% | |
| 49 | IJRISHARES TR | 13,816 | $1.5B | 0.17% | |
| 50 | ETNEATON CORP PLC | 4,115 | $1.5B | 0.17% | |
| 51 | MCDMCDONALDS CORP | 4,968 | $1.5B | 0.17% | |
| 52 | IVVISHARES TR | 2,188 | $1.4B | 0.16% | |
| 53 | NVDANVIDIA CORPORATION | 8,429 | $1.3B | 0.15% | |
| 54 | SPGIS&P GLOBAL INC | 2,437 | $1.3B | 0.15% | |
| 55 | VTEBVANGUARD MUN BD FDS | 24,216 | $1.2B | 0.14% | |
| 56 | MMM3M CO | 7,432 | $1.1B | 0.13% | |
| 57 | UNPUNION PAC CORP | 4,909 | $1.1B | 0.13% | |
| 58 | GOOGLALPHABET INC | 6,345 | $1.1B | 0.13% | |
| 59 | WMTWALMART INC | 11,286 | $1.1B | 0.13% | |
| 60 | 4I1PHILIP MORRIS INTL INC | 5,945 | $1.1B | 0.12% | |
| 61 | ITWILLINOIS TOOL WKS INC | 4,338 | $1.1B | 0.12% | |
| 62 | TSLATESLA INC | 3,284 | $1.0B | 0.12% | |
| 63 | VEAVANGUARD TAX-MANAGED FDS | 18,048 | $1.0B | 0.12% | |
| 64 | ISTBISHARES TR | 20,845 | $1.0B | 0.12% | |
| 65 | AMTAMERICAN TOWER CORP NEW | 4,569 | $1.0B | 0.12% | |
| 66 | TTTRANE TECHNOLOGIES PLC | 2,137 | $934.6M | 0.11% | |
| 67 | MRKMERCK & CO INC | 11,669 | $923.7M | 0.11% | |
| 68 | METAMETA PLATFORMS INC | 1,250 | $922.7M | 0.11% | |
| 69 | EMREMERSON ELEC CO | 6,763 | $901.7M | 0.10% | |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 3,014 | $888.6M | 0.10% | |
| 71 | PRFINVESCO EXCHANGE TRADED FD T | 20,442 | $864.1M | 0.10% | |
| 72 | NDQINVESCO QQQ TR | 1,560 | $860.6M | 0.10% | |
| 73 | PGRPROGRESSIVE CORP | 3,171 | $846.2M | 0.10% | |
| 74 | QMARFIRST TR EXCHNG TRADED FD VI | 27,296 | $845.9M | 0.10% | |
| 75 | IWRISHARES TR | 9,002 | $827.9M | 0.09% | |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 4,040 | $826.9M | 0.09% | |
| 77 | DFUSDIMENSIONAL ETF TRUST | 12,183 | $816.5M | 0.09% | |
| 78 | IWNISHARES TR | 4,760 | $750.9M | 0.09% | |
| 79 | ADCAGREE RLTY CORP | 10,237 | $747.9M | 0.09% | |
| 80 | CSCOCISCO SYS INC | 10,693 | $741.9M | 0.09% | |
| 81 | NFLXNETFLIX INC | 543 | $727.1M | 0.08% | |
| 82 | VVISA INC | 2,033 | $721.9M | 0.08% | |
| 83 | OMCOMNICOM GROUP INC | 9,818 | $706.3M | 0.08% | |
| 84 | IWMISHARES TR | 3,205 | $691.6M | 0.08% | |
| 85 | MPCMARATHON PETE CORP | 4,114 | $683.5M | 0.08% | |
| 86 | VDEVANGUARD WORLD FD | 5,494 | $654.4M | 0.08% | |
| 87 | DTEDTE ENERGY CO | 4,727 | $626.2M | 0.07% | |
| 88 | IJSISHARES TR | 6,242 | $621.0M | 0.07% | |
| 89 | LLYELI LILLY & CO | 786 | $612.7M | 0.07% | |
| 90 | DALDELTA AIR LINES INC DEL | 12,292 | $604.5M | 0.07% | |
| 91 | DHRDANAHER CORPORATION | 3,057 | $603.9M | 0.07% | |
| 92 | FFORD MTR CO | 54,846 | $595.1M | 0.07% | |
| 93 | GISGENERAL MLS INC | 11,170 | $578.7M | 0.07% | |
| 94 | CBCHUBB LIMITED | 1,981 | $574.0M | 0.07% | |
| 95 | AMDADVANCED MICRO DEVICES INC | 4,006 | $568.5M | 0.07% | |
| 96 | DOVDOVER CORP | 3,074 | $563.3M | 0.06% | |
| 97 | DFUVDIMENSIONAL ETF TRUST | 13,216 | $558.8M | 0.06% | |
| 98 | SCHVSCHWAB STRATEGIC TR | 19,533 | $540.5M | 0.06% | |
| 99 | APDAIR PRODS & CHEMS INC | 1,902 | $536.5M | 0.06% | |
| 100 | CMECME GROUP INC | 1,934 | $533.1M | 0.06% |
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