Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961.1M
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 541,356 | $339.5M | 35.32% | |
| 2 | AGGISHARES TR | 1,030,946 | $103.0M | 10.71% | |
| 3 | AQLTISHARES TR | 1,100,810 | $98.5M | 10.25% | |
| 4 | VBVANGUARD INDEX FDS | 255,199 | $65.8M | 6.85% | |
| 5 | VOVANGUARD INDEX FDS | 165,038 | $47.9M | 4.98% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 574,323 | $30.9M | 3.21% | |
| 7 | QUALISHARES TR | 91,876 | $18.2M | 1.90% | |
| 8 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19 | $14.3M | 1.49% | |
| 9 | VBRVANGUARD INDEX FDS | 57,300 | $12.1M | 1.26% | |
| 10 | MSFTMICROSOFT CORP | 23,886 | $11.6M | 1.20% | |
| 11 | VXUSVANGUARD STAR FDS | 133,417 | $10.1M | 1.05% | |
| 12 | AAPLAPPLE INC | 32,000 | $8.7M | 0.91% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,302 | $7.7M | 0.80% | |
| 14 | GOOGALPHABET INC | 19,542 | $6.1M | 0.64% | |
| 15 | AMZNAMAZON COM INC | 24,790 | $5.7M | 0.60% | |
| 16 | JPMJPMORGAN CHASE & CO. | 17,344 | $5.6M | 0.58% | |
| 17 | VUGVANGUARD INDEX FDS | 8,899 | $4.3M | 0.45% | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 28,440 | $4.1M | 0.42% | |
| 19 | ABBVABBVIE INC | 17,433 | $4.0M | 0.41% | |
| 20 | JNJJOHNSON & JOHNSON | 16,009 | $3.3M | 0.34% | |
| 21 | LMBSFIRST TR EXCHANGE-TRADED FD | 65,971 | $3.3M | 0.34% | |
| 22 | IJHISHARES TR | 49,937 | $3.3M | 0.34% | |
| 23 | VBKVANGUARD INDEX FDS | 10,858 | $3.3M | 0.34% | |
| 24 | AVGOBROADCOM INC | 9,431 | $3.3M | 0.34% | |
| 25 | RJFRAYMOND JAMES FINL INC | 19,281 | $3.1M | 0.32% | |
| 26 | VGTVANGUARD WORLD FD | 4,069 | $3.1M | 0.32% | |
| 27 | SPYSPDR S&P 500 ETF TR | 4,463 | $3.0M | 0.32% | |
| 28 | FSIGFIRST TR EXCHANGE-TRADED FD | 154,976 | $3.0M | 0.31% | |
| 29 | NEENEXTERA ENERGY INC | 35,549 | $2.9M | 0.30% | |
| 30 | PGPROCTER AND GAMBLE CO | 19,485 | $2.8M | 0.29% | |
| 31 | MCKMCKESSON CORP | 3,277 | $2.7M | 0.28% | |
| 32 | VTIVANGUARD INDEX FDS | 7,965 | $2.7M | 0.28% | |
| 33 | BUFRFIRST TR EXCHNG TRADED FD VI | 77,342 | $2.6M | 0.28% | |
| 34 | AXPAMERICAN EXPRESS CO | 6,614 | $2.4M | 0.25% | |
| 35 | TMOTHERMO FISHER SCIENTIFIC INC | 3,967 | $2.3M | 0.24% | |
| 36 | ABTABBOTT LABS | 17,660 | $2.2M | 0.23% | |
| 37 | VTVVANGUARD INDEX FDS | 11,487 | $2.2M | 0.23% | |
| 38 | EAGGISHARES TR | 45,295 | $2.2M | 0.23% | |
| 39 | CRMSALESFORCE INC | 7,766 | $2.1M | 0.21% | |
| 40 | MSIMOTOROLA SOLUTIONS INC | 4,997 | $1.9M | 0.20% | |
| 41 | PEPPEPSICO INC | 13,329 | $1.9M | 0.20% | |
| 42 | XOMEXXON MOBIL CORP | 15,681 | $1.9M | 0.20% | |
| 43 | CVXCHEVRON CORP NEW | 12,362 | $1.9M | 0.20% | |
| 44 | VVVANGUARD INDEX FDS | 5,774 | $1.8M | 0.19% | |
| 45 | GOOGLALPHABET INC | 5,661 | $1.8M | 0.18% | |
| 46 | SYKSTRYKER CORPORATION | 4,943 | $1.7M | 0.18% | |
| 47 | HDHOME DEPOT INC | 4,960 | $1.7M | 0.18% | |
| 48 | CLCOLGATE PALMOLIVE CO | 21,512 | $1.7M | 0.18% | |
| 49 | NVDANVIDIA CORPORATION | 8,814 | $1.6M | 0.17% | |
| 50 | MCDMCDONALDS CORP | 5,377 | $1.6M | 0.17% | |
| 51 | IJRISHARES TR | 13,540 | $1.6M | 0.17% | |
| 52 | KOCOCA COLA CO | 23,267 | $1.6M | 0.17% | |
| 53 | IVVISHARES TR | 2,120 | $1.5M | 0.15% | |
| 54 | WMTWALMART INC | 12,839 | $1.4M | 0.15% | |
| 55 | ETNEATON CORP PLC | 4,350 | $1.4M | 0.14% | |
| 56 | TSLATESLA INC | 2,950 | $1.3M | 0.14% | |
| 57 | MRKMERCK & CO INC | 12,110 | $1.3M | 0.13% | |
| 58 | VTEBVANGUARD MUN BD FDS | 24,299 | $1.2M | 0.13% | |
| 59 | MMM3M CO | 7,410 | $1.2M | 0.12% | |
| 60 | NDQINVESCO QQQ TR | 1,863 | $1.1M | 0.12% | |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 5,043 | $1.1M | 0.12% | |
| 62 | UNPUNION PAC CORP | 4,705 | $1.1M | 0.11% | |
| 63 | ITWILLINOIS TOOL WKS INC | 4,233 | $1.0M | 0.11% | |
| 64 | ISTBISHARES TR | 20,845 | $1.0M | 0.11% | |
| 65 | VEAVANGUARD TAX-MANAGED FDS | 16,254 | $1.0M | 0.11% | |
| 66 | 4I1PHILIP MORRIS INTL INC | 6,032 | $967K | 0.10% | |
| 67 | DTEDTE ENERGY CO | 7,473 | $963K | 0.10% | |
| 68 | PRFINVESCO EXCHANGE TRADED FD T | 20,378 | $956K | 0.10% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 3,165 | $937K | 0.10% | |
| 70 | DFUSDIMENSIONAL ETF TRUST | 12,183 | $903K | 0.09% | |
| 71 | EMREMERSON ELEC CO | 6,779 | $899K | 0.09% | |
| 72 | IWRISHARES TR | 9,021 | $868K | 0.09% | |
| 73 | DALDELTA AIR LINES INC DEL | 12,292 | $853K | 0.09% | |
| 74 | IWNISHARES TR | 4,699 | $850K | 0.09% | |
| 75 | LLYELI LILLY & CO | 786 | $844K | 0.09% | |
| 76 | METAMETA PLATFORMS INC | 1,258 | $830K | 0.09% | |
| 77 | MPCMARATHON PETE CORP | 5,021 | $816K | 0.08% | |
| 78 | AMTAMERICAN TOWER CORP NEW | 4,571 | $802K | 0.08% | |
| 79 | IWMISHARES TR | 3,238 | $797K | 0.08% | |
| 80 | OMCOMNICOM GROUP INC | 9,818 | $792K | 0.08% | |
| 81 | CSCOCISCO SYS INC | 10,086 | $776K | 0.08% | |
| 82 | AMDADVANCED MICRO DEVICES INC | 3,513 | $752K | 0.08% | |
| 83 | TTTRANE TECHNOLOGIES PLC | 1,871 | $728K | 0.08% | |
| 84 | FFORD MTR CO | 55,195 | $724K | 0.08% | |
| 85 | PGRPROGRESSIVE CORP | 3,171 | $722K | 0.08% | |
| 86 | DHRDANAHER CORPORATION | 3,057 | $699K | 0.07% | |
| 87 | IJSISHARES TR | 6,102 | $693K | 0.07% | |
| 88 | VDEVANGUARD WORLD FD | 5,494 | $691K | 0.07% | |
| 89 | CBCHUBB LIMITED | 2,210 | $689K | 0.07% | |
| 90 | ADIANALOG DEVICES INC | 2,405 | $652K | 0.07% | |
| 91 | VVISA INC | 1,835 | $643K | 0.07% | |
| 92 | BUFDFIRST TR EXCHNG TRADED FD VI | 21,862 | $617K | 0.06% | |
| 93 | DFUVDIMENSIONAL ETF TRUST | 13,216 | $615K | 0.06% | |
| 94 | GEVGE VERNOVA INC | 927 | $605K | 0.06% | |
| 95 | QSPTFIRST TR EXCHNG TRADED FD VI | 18,950 | $600K | 0.06% | |
| 96 | DOVDOVER CORP | 3,074 | $600K | 0.06% | |
| 97 | CMECME GROUP INC | 2,173 | $593K | 0.06% | |
| 98 | SCHVSCHWAB STRATEGIC TR | 19,533 | $578K | 0.06% | |
| 99 | 4DHDANA INC | 24,000 | $570K | 0.06% | |
| 100 | RTXRTX CORPORATION | 3,021 | $554K | 0.06% |
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