§ 13F · FUND PROFILE
Center for Financial Planning, Inc..
AUM · $1.1B (13F)Positions · 669Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 549K | $377M | 35.2% | +1% |
| 2 | AGG | ISHARES TR | 1.08M | $107M | 10.0% | +3% |
| 3 | SPDW | SPDR INDEX SHS FDS | 1.67M | $84M | 7.9% | +3% |
| 4 | VB | VANGUARD INDEX FDS | 257K | $78M | 7.3% | +1% |
| 5 | VO | VANGUARD INDEX FDS | 678K | $55M | 5.1% | +304% |
| 6 | IEFA | ISHARES TR | 434K | $42M | 3.9% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 592K | $35M | 3.3% | +2% |
| 8 | QUAL | ISHARES TR | 90K | $20M | 1.8% | −1% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 1.3% | ±0% |
| 10 | VBR | VANGUARD INDEX FDS | 56K | $14M | 1.3% | ±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 $1.1 billion in assets. The fund runs a broad portfolio of 669 positions.
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