Center for Financial Planning, Inc.
Center for Financial Planning, Inc. reported 666 positions worth $1.07B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (35.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $377.2M | 35.26% | 549,217 | — | — | |
| ▸ 2 | AGG | SH | $107.3M | 10.03% | 1,083,836 | — | — | |
| ▸ 3 | SPDW | SH | $84.0M | 7.85% | 1,667,215 | — | — | |
| ▸ 4 | VB | SH | $77.9M | 7.29% | 257,140 | — | — | |
| ▸ 5 | VO | SH | $54.6M | 5.11% | 678,271 | — | — | |
| ▸ 6 | IEFA | SH | $41.9M | 3.92% | 433,664 | — | — | |
| ▸ 7 | VWO | SH | $35.3M | 3.30% | 592,187 | — | — | |
| ▸ 8 | QUAL | SH | $19.7M | 1.84% | 89,819 | — | — | |
| ▸ 9 | BRK-A | SH | $14.2M | 1.33% | 19 | — | — | |
| ▸ 10 | VBR | SH | $13.6M | 1.27% | 56,015 | — | — |
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Frequently Asked Questions
What stocks does Center for Financial Planning, Inc. hold as of Q2 2026?
Center for Financial Planning, Inc. reported 666 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: VOO (35.3%), AGG (10.0%), SPDW (7.9%), VB (7.3%) and VO (5.1%).
What did Center for Financial Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Center for Financial Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.