Holders — by stockHoldings — by fund
Center for Financial Planning, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1803557
$1.07B
disclosed book value
666
positions
35.3%
largest position share
Positions, as of 2026-06-30
top 100 of 666 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 549,217 | $377.2M | 35.3% |
| 2 | AGGISHARES TR | 1.1M | $107.3M | 10% |
| 3 | SPDWSPDR INDEX SHS FDS | 1.7M | $84.0M | 7.9% |
| 4 | VBVANGUARD INDEX FDS | 257,140 | $77.9M | 7.3% |
| 5 | VOVANGUARD INDEX FDS | 678,271 | $54.6M | 5.1% |
| 6 | IEFAISHARES TR | 433,664 | $41.9M | 3.9% |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 592,187 | $35.3M | 3.3% |
| 8 | QUALISHARES TR | 89,819 | $19.7M | 1.8% |
| 9 | BRK/ABERKSHIRE HATHAWAY INC DEL | 19 | $14.2M | 1.3% |
| 10 | VBRVANGUARD INDEX FDS | 56,015 | $13.6M | 1.3% |
| 11 | VXUSVANGUARD STAR FDS | 131,198 | $11.2M | 1% |
| 12 | MSFTMICROSOFT CORP | 26,365 | $9.8M | 0.9% |
| 13 | AAPLAPPLE INC | 32,001 | $9.3M | 0.9% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,254 | $7.6M | 0.7% |
| 15 | GOOGALPHABET INC | 19,567 | $6.9M | 0.6% |
| 16 | AMZNAMAZON COM INC | 25,220 | $6.0M | 0.6% |
| 17 | JPMJPMORGAN CHASE & CO | 17,273 | $5.7M | 0.5% |
| 18 | VUGVANGUARD INDEX FDS | 53,009 | $4.6M | 0.4% |
| 19 | ABBVABBVIE INC | 17,400 | $4.4M | 0.4% |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 28,194 | $4.4M | 0.4% |
| 21 | JNJJOHNSON & JOHNSON | 15,794 | $4.0M | 0.4% |
| 22 | VGTVANGUARD WORLD FD | 32,791 | $3.9M | 0.4% |
| 23 | AVGOBROADCOM INC | 9,980 | $3.8M | 0.4% |
| 24 | IJHISHARES TR | 48,654 | $3.8M | 0.4% |
| 25 | VBKVANGUARD INDEX FDS | 10,099 | $3.7M | 0.3% |
| 26 | LMBSFIRST TR EXCHANGE-TRADED FD | 64,522 | $3.2M | 0.3% |
| 27 | SPYSTATE STR SPDR S&P 500 ETF T | 4,261 | $3.2M | 0.3% |
| 28 | NEENEXTERA ENERGY INC | 34,543 | $3.0M | 0.3% |
| 29 | VTIVANGUARD INDEX FDS | 7,931 | $2.9M | 0.3% |
| 30 | RJFRAYMOND JAMES FINL INC | 19,124 | $2.9M | 0.3% |
| 31 | BUFRFIRST TR EXCHNG TRADED FD VI | 74,678 | $2.7M | 0.3% |
| 32 | PGPROCTER & GAMBLE CO | 17,472 | $2.6M | 0.2% |
| 33 | VTVVANGUARD INDEX FDS | 11,394 | $2.5M | 0.2% |
| 34 | MCKMCKESSON CORP | 3,277 | $2.5M | 0.2% |
| 35 | FSIGFIRST TR EXCHANGE-TRADED FD | 124,915 | $2.4M | 0.2% |
| 36 | EAGGISHARES TR | 49,416 | $2.3M | 0.2% |
| 37 | MSIMOTOROLA SOLUTIONS INC | 5,253 | $2.2M | 0.2% |
| 38 | AXPAMERICAN EXPRESS CO | 6,414 | $2.2M | 0.2% |
| 39 | EXMOCEXXON MOBIL CORP | 14,900 | $2.0M | 0.2% |
| 40 | CVXCHEVRON CORPORATION | 12,258 | $2.0M | 0.2% |
| 41 | NVDANVIDIA CORPORATION | 10,024 | $2.0M | 0.2% |
| 42 | TMOTHERMO FISHER SCIENTIFIC INC | 3,967 | $2.0M | 0.2% |
| 43 | VVVANGUARD INDEX FDS | 5,779 | $2.0M | 0.2% |
| 44 | CLCOLGATE PALMOLIVE CO | 21,512 | $2.0M | 0.2% |
| 45 | IJRISHARES TR | 13,188 | $2.0M | 0.2% |
| 46 | KOCOCA COLA CO | 23,097 | $1.9M | 0.2% |
| 47 | ABTABBOTT LABORATORIES | 20,320 | $1.8M | 0.2% |
| 48 | PEPPEPSICO INC | 13,299 | $1.8M | 0.2% |
| 49 | GOOGLALPHABET INC | 5,024 | $1.8M | 0.2% |
| 50 | HDHOME DEPOT INC | 4,903 | $1.7M | 0.2% |
| 51 | EATON CORP PLC | 4,041 | $1.7M | 0.2% |
| 52 | AMDADVANCED MICRO DEVICES INC | 2,963 | $1.7M | 0.2% |
| 53 | SYKSTRYKER CORPORATION | 5,070 | $1.6M | 0.1% |
| 54 | CRMSALESFORCE INC | 10,051 | $1.6M | 0.1% |
| 55 | IVVISHARES TR | 2,089 | $1.6M | 0.1% |
| 56 | MRKMERCK & CO INC | 11,433 | $1.5M | 0.1% |
| 57 | MCDMCDONALDS CORP | 5,300 | $1.4M | 0.1% |
| 58 | WMTWALMART INC | 11,807 | $1.3M | 0.1% |
| 59 | QQQINVESCO QQQ TR | 1,786 | $1.3M | 0.1% |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 5,550 | $1.3M | 0.1% |
| 61 | UNPUNION PAC CORP | 4,764 | $1.3M | 0.1% |
| 62 | VTEBVANGUARD MUN BD FDS | 24,849 | $1.3M | 0.1% |
| 63 | MMM3M CO | 7,407 | $1.2M | 0.1% |
| 64 | MPCMARATHON PETE CORP | 4,683 | $1.2M | 0.1% |
| 65 | LLYELI LILLY & CO | 995 | $1.2M | 0.1% |
| 66 | TSLATESLA INC | 2,772 | $1.2M | 0.1% |
| 67 | DFUSDIMENSIONAL ETF TRUST | 13,901 | $1.1M | 0.1% |
| 68 | CSCOCISCO SYS INC | 9,595 | $1.1M | 0.1% |
| 69 | VEAVANGUARD TAX-MANAGED FDS | 14,862 | $1.1M | 0.1% |
| 70 | PRFINVESCO EXCHANGE TRADED FD T | 19,523 | $1.1M | 0.1% |
| 71 | PMPHILIP MORRIS INTL INC | 5,810 | $1.1M | 0.1% |
| 72 | ITWILLINOIS TOOL WKS INC | 3,819 | $1.0M | 0.1% |
| 73 | GEVGE VERNOVA INC | 879 | $1.0M | 0.1% |
| 74 | ISTBISHARES TR | 20,845 | $1.0M | 0.1% |
| 75 | DTEDTE ENERGY CO | 6,545 | $997,304 | 0.1% |
| 76 | IWRISHARES TR | 8,896 | $981,369 | 0.1% |
| 77 | IWNISHARES TR | 4,425 | $978,810 | 0.1% |
| 78 | IWMISHARES TR | 3,194 | $959,638 | 0.1% |
| 79 | ARTYISHARES TR | 11,882 | $904,934 | 0.1% |
| 80 | EMREMERSON ELEC CO | 6,213 | $889,391 | 0.1% |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 3,124 | $878,624 | 0.1% |
| 82 | VHTVANGUARD WORLD FD | 2,919 | $872,811 | 0.1% |
| 83 | AMTAMERICAN TOWER CORP | 5,238 | $856,780 | 0.1% |
| 84 | IJSISHARES TR | 6,102 | $834,022 | 0.1% |
| 85 | ADIANALOG DEVICES INC | 2,093 | $831,277 | 0.1% |
| 86 | VDEVANGUARD WORLD FD | 5,494 | $824,815 | 0.1% |
| 87 | BUFDFIRST TR EXCHNG TRADED FD VI | 27,147 | $806,809 | 0.1% |
| 88 | TRANE TECHNOLOGIES PLC | 1,527 | $749,963 | 0.1% |
| 89 | FFORD MTR CO | 53,907 | $749,311 | 0.1% |
| 90 | OMCOMNICOM GROUP INC | 10,235 | $745,416 | 0.1% |
| 91 | DFUVDIMENSIONAL ETF TRUST | 13,216 | $727,013 | 0.1% |
| 92 | CHUBB LIMITED | 2,121 | $722,740 | 0.1% |
| 93 | METAMETA PLATFORMS INC | 1,257 | $708,104 | 0.1% |
| 94 | VVISA INC | 2,035 | $698,020 | 0.1% |
| 95 | PGRPROGRESSIVE CORP | 3,171 | $692,705 | 0.1% |
| 96 | SCHVSCHWAB STRATEGIC TR | 19,879 | $691,988 | 0.1% |
| 97 | DOVDOVER CORP | 3,074 | $689,437 | 0.1% |
| 98 | DANDANA INC | 24,000 | $653,040 | 0.1% |
| 99 | DALDELTA AIR LINES INC | 6,797 | $636,608 | 0.1% |
| 100 | QSPTFIRST TR EXCHNG TRADED FD VI | 17,965 | $625,901 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.