Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961K
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| Stock | Value |
|---|---|
DFASDIMENSIONAL ETF TRUST | $105K |
STTSTATE STR CORP | $103K |
SCHWSCHWAB CHARLES CORP | $103K |
YUMCYUM CHINA HLDGS INC | $102K |
HRBBLOCK H & R INC | $100K |
PPGPPG INDS INC | $99K |
BXBLACKSTONE INC | $98K |
PYPLPAYPAL HLDGS INC | $97K |
BMYBRISTOL-MYERS SQUIBB CO | $97K |
AZNASTRAZENECA PLC | $97K |
QCOMQUALCOMM INC | $95K |
QBTSD-WAVE QUANTUM INC | $95K |
UNMUNUM GROUP | $95K |
IEMGISHARES INC | $94K |
LVSLAS VEGAS SANDS CORP | $93K |
RGTIRIGETTI COMPUTING INC | $93K |
COHRCOHERENT CORP | $92K |
ESSESSEX PPTY TR INC | $91K |
HYDVANECK ETF TRUST | $91K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $89K |
PPLPPL CORP | $87K |
ESGUISHARES TR | $87K |
SGOLETFS GOLD TR | $86K |
IJJISHARES TR | $86K |
LSTRLANDSTAR SYS INC | $86K |
BSVVANGUARD BD INDEX FDS | $83K |
DTDWISDOMTREE TR | $83K |
CTVACORTEVA INC | $82K |
ASANASANA INC | $82K |
MFMMFS MUN INCOME TR | $81K |
EPDENTERPRISE PRODS PARTNERS L | $81K |
RGENREPLIGEN CORP | $80K |
JMEEJ P MORGAN EXCHANGE TRADED F | $78K |
USPHU S PHYSICAL THERAPY | $78K |
ILMNILLUMINA INC | $77K |
DFATDIMENSIONAL ETF TRUST | $77K |
CACCCREDIT ACCEP CORP MICH | $75K |
RMERESMED INC | $72K |
IAU*ISHARES GOLD TR | $71K |
KRKROGER CO | $71K |
SCHDSCHWAB STRATEGIC TR | $71K |
FEFIRSTENERGY CORP | $69K |
DDOGDATADOG INC | $68K |
CARRCARRIER GLOBAL CORPORATION | $67K |
A4SAMERIPRISE FINL INC | $67K |
IWVISHARES TR | $66K |
FVDFIRST TR EXCHANGE-TRADED FD | $65K |
ADMARCHER DANIELS MIDLAND CO | $64K |
NUNU HLDGS LTD | $63K |
WBDWARNER BROS DISCOVERY INC | $63K |
MARMARRIOTT INTL INC NEW | $61K |
METMETLIFE INC | $61K |
DDDUPONT DE NEMOURS INC | $61K |
TRMKTRUSTMARK CORP | $58K |
FDXFEDEX CORP | $57K |
COPCONOCOPHILLIPS | $57K |
DYHTARGET CORP | $56K |
ICEINTERCONTINENTAL EXCHANGE IN | $55K |
OTISOTIS WORLDWIDE CORP | $55K |
PANWPALO ALTO NETWORKS INC | $54K |
RSPINVESCO EXCHANGE TRADED FD T | $54K |
APOAPOLLO GLOBAL MGMT INC | $53K |
EGPEASTGROUP PPTYS INC | $53K |
SOLVSOLVENTUM CORP | $53K |
VCRVANGUARD WORLD FD | $53K |
ESGDISHARES TR | $52K |
ADPAUTOMATIC DATA PROCESSING IN | $52K |
DVNDEVON ENERGY CORP NEW | $51K |
CEGCONSTELLATION ENERGY CORP | $51K |
IOOISHARES TR | $51K |
TMUST-MOBILE US INC | $50K |
BEBLOOM ENERGY CORP | $50K |
GLGLOBE LIFE INC | $49K |
SBACSBA COMMUNICATIONS CORP NEW | $49K |
AFGAMERICAN FINL GROUP INC OHIO | $49K |
SLVISHARES SILVER TR | $48K |
MGCVANGUARD WORLD FD | $48K |
CITHE CIGNA GROUP | $47K |
ACMAECOM | $47K |
XARSPDR SERIES TRUST | $46K |
GNTXGENTEX CORP | $46K |
INTCINTEL CORP | $46K |
BNDVANGUARD BD INDEX FDS | $46K |
HONHONEYWELL INTL INC | $45K |
JPREJ P MORGAN EXCHANGE TRADED F | $45K |
TPRTAPESTRY INC | $45K |
EDCONSOLIDATED EDISON INC | $45K |
SPHQINVESCO EXCHANGE TRADED FD T | $44K |
FBKFB FINL CORP | $44K |
CBUCOMMUNITY FINANCIAL SYSTEM I | $44K |
DELLDELL TECHNOLOGIES INC | $43K |
LLOEWS CORP | $42K |
DDOMINION ENERGY INC | $42K |
BPBP PLC | $42K |
INVHINVITATION HOMES INC | $41K |
PRCTPROCEPT BIOROBOTICS CORP | $40K |
XLFSELECT SECTOR SPDR TR | $39K |
VGVENTURE GLOBAL INC | $39K |
IYFISHARES TR | $39K |
WDFCWD 40 CO | $39K |