§ 13F · FUND PROFILE
Center for Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $871.9T (13F)Positions · 647Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 541K | $339.5T | 35.3% | +1% |
| 2 | AGG | ISHARES TR | 1.03M | $103.0T | 10.7% | +3% |
| 3 | IEFA | ISHARES TR | 1.10M | $98.5T | 10.2% | +1% |
| 4 | VB | VANGUARD INDEX FDS | 255K | $65.8T | 6.8% | +1% |
| 5 | VO | VANGUARD INDEX FDS | 165K | $47.9T | 5.0% | +11% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 574K | $30.9T | 3.2% | +1% |
| 7 | QUAL | ISHARES TR | 92K | $18.2T | 1.9% | −2% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14.3T | 1.5% | ±0% |
| 9 | VBR | VANGUARD INDEX FDS | 57K | $12.1T | 1.3% | −1% |
| 10 | MSFT | MICROSOFT CORP | 24K | $11.6T | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CENTER SIGNAL
AC read
Center for Financial Planning, Inc. is a Other fund managing $871885.4 trillion in assets. The fund runs a broad portfolio of 647 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed