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)

StockValue
FBINFORTUNE BRANDS INNOVATIONS I
$15K
CCLDCARECLOUD INC
$15K
RMAXRE MAX HLDGS INC
$15K
TRVCCITIGROUP INC
$15K
BRK-BBERKSHIRE HATHAWAY INC DEL
$14K
PHOINVESCO EXCHANGE TRADED FD T
$14K
STWDSTARWOOD PPTY TR INC
$14K
GILDGILEAD SCIENCES INC
$14K
KMBKIMBERLY-CLARK CORP
$14K
NGVTINGEVITY CORP
$14K
MBWMMERCANTILE BK CORP
$13K
BBVABANCO BILBAO VIZCAYA ARGENTA
$13K
SONYSONY GROUP CORP
$13K
8CWCROWN CASTLE INC
$13K
DNPDNP SELECT INCOME FD INC
$13K
CHPTCHARGEPOINT HOLDINGS INC
$13K
VWOBVANGUARD WHITEHALL FDS
$13K
TTETOTALENERGIES SE
$13K
EFGISHARES TR
$12K
HBC2HSBC HLDGS PLC
$12K
RBLXROBLOX CORP
$12K
SCHOSCHWAB STRATEGIC TR
$12K
MGYMAGNOLIA OIL & GAS CORP
$12K
IBNICICI BANK LIMITED
$11K
HPEHEWLETT PACKARD ENTERPRISE C
$11K
PSTGPURE STORAGE INC
$11K
SBUXSTARBUCKS CORP
$11K
SCISERVICE CORP INTL
$11K
IEVISHARES TR
$11K
OPENOPENDOOR TECHNOLOGIES INC
$11K
BBBLACKBERRY LTD
$11K
CHICALAMOS CONV OPPORTUNITIES &
$11K
SYFSYNCHRONY FINANCIAL
$11K
VCITVANGUARD SCOTTSDALE FDS
$11K
LENLENNAR CORP
$10K
ESMLISHARES TR
$10K
NIONIO INC
$10K
LITGLOBAL X FDS
$10K
JNKSPDR SERIES TRUST
$10K
DBMFLITMAN GREGORY FDS TR
$10K
REYNREYNOLDS CONSUMER PRODS INC
$9K
BBJPJ P MORGAN EXCHANGE TRADED F
$9K
UAUNDER ARMOUR INC
$9K
BCDABRDN ETFS
$9K
PICKISHARES INC
$9K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$9K
ICSHISHARES TR
$9K
IUSBISHARES TR
$9K
ORLYOREILLY AUTOMOTIVE INC
$9K
FLRNSPDR SERIES TRUST
$8K
CARTMAPLEBEAR INC
$8K
METCBRAMACO RES INC
$8K
ESGEISHARES INC
$8K
NGLNGL ENERGY PARTNERS LP
$8K
SPIBSPDR SERIES TRUST
$8K
CMSCMS ENERGY CORP
$8K
DYNFBLACKROCK ETF TRUST
$8K
URAGLOBAL X FDS
$8K
EFAVISHARES TR
$8K
SHELSHELL PLC
$8K
BRK/BBERKSHIRE HATHAWAY INC DEL
$8K
EMLPFIRST TR EXCHANGE-TRADED FD
$7K
CAGCONAGRA BRANDS INC
$7K
HDBHDFC BANK LTD
$7K
USRTISHARES TR
$7K
HTFLHEARTFLOW INC
$7K
PDBCINVESCO ACTVELY MNGD ETC FD
$7K
MRNAMODERNA INC
$6K
VTRSVIATRIS INC
$6K
XLBSELECT SECTOR SPDR TR
$6K
KDKYNDRYL HLDGS INC
$6K
SMFGSUMITOMO MITSUI FINL GROUP I
$6K
SUSUNCOR ENERGY INC NEW
$6K
BENFRANKLIN RESOURCES INC
$6K
PDMPIEDMONT REALTY TRUST INC
$6K
EUADSPINNAKER ETF SERIES
$5K
SLBSLB LIMITED
$5K
RITMRITHM CAPITAL CORP
$5K
BBARRICK MNG CORP
$5K
SPDWSPDR INDEX SHS FDS
$5K
TTELUS CORPORATION
$5K
DOCHEALTHPEAK PROPERTIES INC
$5K
PBWINVESCO EXCHANGE TRADED FD T
$4K
SNAPSNAP INC
$4K
TDCTERADATA CORP DEL
$4K
SLDPSOLID POWER INC
$4K
FASTFASTENAL CO
$4K
CNCCENTENE CORP DEL
$4K
VGTVANGUARD WORLD FD
$3K
SPYSPDR S&P 500 ETF TR
$3K
AMXAMERICA MOVIL SAB DE CV
$3K
SMCISUPER MICRO COMPUTER INC
$3K
RYNRAYONIER INC
$3K
BETZLISTED FDS TR
$3K
ARRARMOUR RESIDENTIAL REIT INC
$3K
MCKMCKESSON CORP
$3K
TMOTHERMO FISHER SCIENTIFIC INC
$2K
QSQUANTUMSCAPE CORP
$2K
OWLBLUE OWL CAPITAL INC
$2K
KHCKRAFT HEINZ CO
$2K
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