StockDriftsStockDriftsTop 50 Center for Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 35.26% | 549.2K | $377.2M | +0.92%(+4.99K) | $379.86(+87.62%) | 2026-06-30 | |
| AGG | ISHARES TR | 10.03% | 1.08M | $107.3M | +2.86%(+30.13K) | $98.51(-1.12%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.85% | 1.67M | $84.0M | +3.46%(+55.75K) | $45.10(+15.73%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.29% | 257.1K | $77.9M | +0.68%(+1.75K) | $198.91(+55.08%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.11% | 678.3K | $54.6M | +1.06%(+7.12K) | $67.61(+24.72%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.91% | 433.7K | $41.9M | -0.45%(-1.97K) | $65.18(+55.44%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.3% | 592.2K | $35.3M | +2.45%(+14.14K) | $42.14(+43.30%) | 2026-06-30 | |
| QUAL | ISHARES TR | 1.84% | 89.8K | $19.7M | -0.83%(-751) | $96.30(+133.67%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.33% | 19 | $14.2M | +0.00%(+0) | $325711.00(+129.47%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 1.27% | 56.0K | $13.6M | +0.45%(+251) | $140.79(+77.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.45% | +8.46% | +50.07% |
| Top 20 Holdings Unweighted | +15.73% | +55.02% | +8.71% | +51.84% |
Center for Financial Planning, Inc. reports $1.07B in US-listed equity holdings across 666 positions in its most recent 13F filing. Its largest disclosed positions are VOO (35.3%), AGG (10.0%) and SPDW (7.8%). The top 20 holdings account for 83.73% of reported assets. Its disclosed equity book has returned +52.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Center for Financial Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803557). View Center for Financial Planning, Inc.’s 13F filings on SEC