Center for Financial Planning, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Center for Financial Planning, Inc. 13F Holdings
CIK 0001803557 · SOUTHFIED, MI
As of Sep 30, 2025, Center for Financial Planning, Inc. reported
662 positions worth $921.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 537,880 | $329.4M | 35.75% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 999,011 |
|
00.2M10.87% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,091,871 | $95.3M | 10.35% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 253,674 | $64.5M | 7.00% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 148,743 | $43.7M | 4.74% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 566,182 | $30.7M | 3.33% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 94,205 |
8.3M | 1.99% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 19 |
4.3M | 1.56% |
| MICROSOFT CORP | MSFT | Technology | 23,884 |
2.4M | 1.34% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 58,024 |
2.1M | 1.31% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 134,845 | $9.9M | 1.08% |
| APPLE INC | AAPL | Technology | 32,168 | $8.2M | 0.89% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 14,361 | $7.2M | 0.78% |
| AMAZON.COM INC | AMZN | Equity | 25,374 | $5.6M | 0.60% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,271 | $5.4M | 0.59% |
| ALPHABET INC | GOOG | Equity | 19,542 | $4.8M | 0.52% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 8,899 | $4.3M | 0.46% |
| ABBVIE INC | ABBV | Equity | 18,141 | $4.2M | 0.46% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 69,046 | $3.4M | 0.37% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 19,281 | $3.3M | 0.36% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 11,135 | $3.3M | 0.36% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,974 | $3.3M | 0.36% |
| BROADCOM INC | AVGO | Technology | 9,921 | $3.3M | 0.36% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 49,547 | $3.2M | 0.35% |
| FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | FSIG | — | 164,066 | $3.2M | 0.34% |