§ 13F · FUND PROFILE
Consolidated Planning Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $796.8T (13F)Positions · 184Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$65.5T 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 488K | $54.5T | 5.5% | +1% |
| 2 | TCAF | T ROWE PRICE ETF INC | 1.36M | $51.9T | 5.2% | ±0% |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.27M | $37.7T | 3.8% | +2% |
| 4 | HTAB | HARTFORD FDS EXCHANGE TRADED | 1.91M | $36.6T | 3.7% | +5% |
| 5 | MGMT | UNIFIED SER TR | 673K | $29.8T | 3.0% | +2% |
| 6 | DIVO | AMPLIFY ETF TR | 615K | $27.4T | 2.8% | +3% |
| 7 | ZROZ | PIMCO ETF TR | 403K | $25.9T | 2.6% | +14% |
| 8 | AAPL | APPLE INC | 87K | $23.7T | 2.4% | −1% |
| 9 | FNDX | SCHWAB STRATEGIC TR | 847K | $23.0T | 2.3% | ±0% |
| 10 | HELO | J P MORGAN EXCHANGE TRADED F | 337K | $22.4T | 2.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSOLIDATED SIGNAL
AC read
Consolidated Planning Corp is a Other fund managing $796828.5 trillion in assets. The fund runs a portfolio of 184 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