§ 13F · FUND PROFILE
Center for Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $936M (13F)Positions · 662Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$837K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 544K | $325M | 33.9% | +1% |
| 2 | AGG | ISHARES TR | 1.05M | $104M | 10.9% | +2% |
| 3 | SPDW | SPDR INDEX SHS FDS | 1.61M | $74M | 7.7% | +1000000% |
| 4 | VB | VANGUARD INDEX FDS | 255K | $67M | 7.0% | ±0% |
| 5 | VO | VANGUARD INDEX FDS | 168K | $48M | 5.0% | +2% |
| 6 | IEFA | ISHARES TR | 436K | $39M | 4.1% | −60% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 578K | $31M | 3.3% | +1% |
| 8 | QUAL | ISHARES TR | 91K | $17M | 1.8% | −1% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 1.4% | ±0% |
| 10 | VBR | VANGUARD INDEX FDS | 56K | $12M | 1.3% | −3% |
§ 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 $936 million in assets. The fund runs a broad portfolio of 662 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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