Center for Financial Planning, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Center for Financial Planning, Inc. reported 660 stock positions worth $1.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 35.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.0%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.9%). Compared with Q1 2026, it opened 28 new positions, sold out of 21, added to 73 and reduced 115. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIED, MI
- CIK
- 0001803557
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001803557-26-000004 ↗ filed Jul 21, 2026
Holdings Value
Holdings 660 stocks · $1.1B
| VOO Vanguard S&P 500 ETF | 35.26% | 549,217 | $377.2M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 10.03% | 1,083,836 | $107.3M | Add +2.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.85% | 1,667,215 | $84.0M | Add +3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.29% | 257,140 | $77.9M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.11% | 678,271 | $54.6M | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.91% | 433,664 | $41.9M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 3.30% | 592,187 | $35.3M | Add +2.5% |
| QUAL iShares MSCI USA Quality Fac | 1.84% | 89,819 | $19.7M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.33% | 19 | $14.2M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.27% | 56,015 | $13.6M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 1.05% | 131,198 | $11.2M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.92% | 26,365 | $9.8M | Reduce -0.4% |
| AAPL Apple Inc. | 0.87% | 32,001 | $9.3M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 15,254 | $7.6M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.65% | 19,567 | $6.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.56% | 25,220 | $6.0M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.53% | 17,273 | $5.7M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 53,009 | $4.6M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.41% | 17,400 | $4.4M | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.41% | 28,194 | $4.4M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.37% | 15,794 | $4.0M | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 0.37% | 32,791 | $3.9M | Add +1.0% |
| AVGO Broadcom Inc. | 0.35% | 9,980 | $3.8M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 48,654 | $3.8M | Reduce -1.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.35% | 10,099 | $3.7M | Reduce -4.0% |
| LMBS First Trust Low Duration Opp | 0.30% | 64,522 | $3.2M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 4,261 | $3.2M | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.28% | 34,543 | $3.0M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 7,931 | $2.9M | No change |
| RJF Raymond James Financial Inc. | 0.27% | 19,124 | $2.9M | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.26% | 74,678 | $2.7M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.24% | 17,472 | $2.6M | Reduce -5.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 11,394 | $2.5M | Add +0.5% |
| MCK McKesson Corp. | 0.23% | 3,277 | $2.5M | No change |
| FSIG FT Ltd. Duration Inv Grade | 0.22% | 124,915 | $2.4M | Reduce -5.2% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 49,416 | $2.3M | Add +13.7% |
| MSI Motorola Solutions Inc. | 0.20% | 5,253 | $2.2M | Add +2.3% |
| AXP American Express Co. | 0.20% | 6,414 | $2.2M | No change |
| XOM Exxon Mobil Corp. | 0.19% | 14,900 | $2.0M | Reduce -4.5% |
| CVX Chevron Corp. | 0.19% | 12,258 | $2.0M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.19% | 10,024 | $2.0M | Reduce -7.1% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 3,967 | $2.0M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 5,779 | $2.0M | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.18% | 21,512 | $2.0M | No change |
| IJR iShares Core S&P Small-Cap E | 0.18% | 13,188 | $2.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.18% | 23,097 | $1.9M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.17% | 20,320 | $1.8M | Add +15.1% |
| PEP Pepsico Inc. | 0.17% | 13,299 | $1.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 5,024 | $1.8M | No change |
| HD Home Depot Inc. | 0.16% | 4,903 | $1.7M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 0.16% | 4,041 | $1.7M | Reduce -6.7% |
| AMD Advanced Micro Devices | 0.16% | 2,963 | $1.7M | Reduce -15.7% |
| SYK Stryker Corp. | 0.15% | 5,070 | $1.6M | No change |
| CRM Salesforce Inc. | 0.15% | 10,051 | $1.6M | Add +6.1% |
| IVV iShares Core S&P 500 ETF | 0.15% | 2,089 | $1.6M | No change |
| MRK Merck & Co. Inc. | 0.14% | 11,433 | $1.5M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.13% | 5,300 | $1.4M | No change |
| WMT Walmart Inc. | 0.13% | 11,807 | $1.3M | Reduce -6.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,786 | $1.3M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 5,550 | $1.3M | Add +10.4% |
| UNP Union Pacific Corp. | 0.12% | 4,764 | $1.3M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 24,849 | $1.3M | No change |
| MMM 3M Co. | 0.11% | 7,407 | $1.2M | No change |
| MPC Marathon Petroleum Corp. | 0.11% | 4,683 | $1.2M | Reduce -5.8% |
| LLY Eli Lilly & Co. | 0.11% | 995 | $1.2M | Add +8.7% |
| TSLA Tesla Inc. | 0.11% | 2,772 | $1.2M | Reduce -6.1% |
| DFUS Dimensional US Eq MKT ETF | 0.11% | 13,901 | $1.1M | Add +14.1% |
| CSCO Cisco Systems Inc. | 0.11% | 9,595 | $1.1M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 0.10% | 14,862 | $1.1M | Reduce -1.9% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 19,523 | $1.1M | Reduce -0.5% |
| PM Philip Morris International | 0.10% | 5,810 | $1.1M | Reduce -2.3% |
| ITW Illinois Tool Works | 0.10% | 3,819 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.10% | 879 | $1.0M | Reduce -5.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.09% | 20,845 | $1.0M | No change |
| DTE DTE Energy Company | 0.09% | 6,545 | $997K | Reduce -12.9% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 8,896 | $981K | Reduce -0.5% |
| IWN iShares Russell 2000 Value E | 0.09% | 4,425 | $979K | Add +8.8% |
| IWM iShares Russell 2000 ETF | 0.09% | 3,194 | $960K | Reduce -0.3% |
| ARTY iShares Future AI & Tech ETF | 0.08% | 11,882 | $905K | Add +72.0% |
| EMR Emerson Electric Co. | 0.08% | 6,213 | $889K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,124 | $879K | Reduce -0.7% |
| VHT Vanguard Health Care ETF | 0.08% | 2,919 | $873K | Add +55.7% |
| AMT American Tower Corp. | 0.08% | 5,238 | $857K | Add +3.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 6,102 | $834K | No change |
| ADI Analog Devices Inc. | 0.08% | 2,093 | $831K | Reduce -16.0% |
| VDE Vanguard Energy ETF | 0.08% | 5,494 | $825K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.08% | 27,147 | $807K | Add +24.2% |
| TT Trane Technologies PLC | 0.07% | 1,527 | $750K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 53,907 | $749K | Reduce -1.8% |
| OMC Omnicom Group | 0.07% | 10,235 | $745K | Add +4.3% |
| DFUV Dimensional US Marketwide Va | 0.07% | 13,216 | $727K | No change |
| CB Chubb Ltd. | 0.07% | 2,121 | $723K | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 0.07% | 1,257 | $708K | Reduce -2.7% |
| V Visa Inc. Class A | 0.07% | 2,035 | $698K | Add +1.5% |
| PGR Progressive Corp. | 0.06% | 3,171 | $693K | No change |
| SCHV Schwab US Large-Cap Value | 0.06% | 19,879 | $692K | No change |
| DOV Dover Corp. | 0.06% | 3,074 | $689K | No change |
| DAN Dana Inc. | 0.06% | 24,000 | $653K | No change |
| DAL Delta Air Lines Inc. | 0.06% | 6,797 | $637K | Reduce -43.2% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.06% | 17,965 | $626K | Reduce -5.2% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $12K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 5 | $6K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 5 | $6K | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 66 | $33 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 66 | $19 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 66 | $16 | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| IBO Impact Biomedical Inc. | COMMON STOCK | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q1 2026 → Q2 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 3.91% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.92% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -4.5% | 0.19% | −0.09 |
| CVX Chevron Corp. | Reduce -0.4% | 0.19% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -1.9% | 0.28% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.17% | −0.05 |
| LMBS First Trust Low Duration Opp | Reduce -3.0% | 0.30% | −0.05 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -5.2% | 0.22% | −0.04 |
| WMT Walmart Inc. | Reduce -6.8% | 0.13% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.24% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.37% | −0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.2% | 0.41% | −0.03 |
| CME Cme Group Inc. | Reduce -7.2% | 0.04% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -43.2% | 0.06% | −0.02 |
| NFLX Netflix Inc. | Reduce -12.6% | 0.03% | −0.02 |
| DTE DTE Energy Company | Reduce -12.9% | 0.09% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -60.3% | 0.01% | −0.02 |
| STE Steris PLC | Reduce -93.3% | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Reduce -19.0% | 0.02% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -32.8% | 0.03% | −0.02 |
| GIS General Mills Inc. | Reduce -22.6% | 0.03% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -5.8% | 0.11% | −0.01 |
| BBY Best Buy Co. Inc. | Reduce -50.0% | 0.02% | −0.01 |
| T AT&T Inc. | Reduce -0.2% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -9.4% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.18% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -61.2% | 0.00% | −0.01 |
| O Realty Income Corp. | Reduce -14.1% | 0.04% | −0.01 |
| USB US Bancorp | Reduce -41.7% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.9% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -5.9% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.19% | −0.01 |
| ORCL Oracle Corp. | Reduce -22.7% | 0.02% | −0.01 |
| FIS Fidelity National Info Serv | Reduce -15.7% | 0.01% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -44.2% | 0.01% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.7% | 0.04% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.1% | 1.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.7% | 0.16% | −0.01 |
| USPH U.S. Physical Therapy Inc. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.14% | −0.01 |
| ILMN Illumina Inc. | Reduce -90.7% | 0.00% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -28.2% | 0.02% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -0.3% | 0.05% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.2% | 0.03% | −0.01 |
| OKTA Okta Inc. | Reduce -90.7% | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -6.1% | 0.11% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -56.0% | 0.00% | −0.01 |
| DVN Devon Energy Corp. | Reduce -42.0% | 0.00% | −0.01 |
| DDOG Datadog Inc. Class A | Reduce -92.6% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +0.9% | 35.26% | +1.31 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 7.29% | +0.30 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.5% | 7.85% | +0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.1% | 5.11% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +1.0% | 0.37% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.65% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Add +72.0% | 0.08% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 3.30% | +0.04 |
| AVGO Broadcom Inc. | Add +2.3% | 0.35% | +0.04 |
| CACC Credit Acceptance Corp. | Add +294.1% | 0.04% | +0.03 |
| VHT Vanguard Health Care ETF | Add +55.7% | 0.08% | +0.03 |
| LLY Eli Lilly & Co. | Add +8.7% | 0.11% | +0.02 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.56% | +0.02 |
| AAPL Apple Inc. | Add +0.5% | 0.87% | +0.02 |
| SCI Service Corp. International | Add +2063.8% | 0.02% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +14.1% | 0.11% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.12% | +0.02 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +24.2% | 0.08% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +8.8% | 0.09% | +0.01 |
| NXST Nexstar Media Group Inc. | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +10.4% | 0.12% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +40.5% | 0.03% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| ARQQ Arqit Quantum Inc. | New | 0.01% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 1.27% | +0.01 |
| CPA Copa Holdings SA Class A | New | 0.01% | +0.01 |
| ONDS Ondas Inc. | New | 0.01% | +0.01 |
| GE General Electric | Add +1.9% | 0.04% | +0.01 |
| BILI Bilibili Inc.-Sponsored ADR | New | 0.01% | +0.01 |
| MP MP Materials Corp. | New | 0.01% | +0.01 |
| DXCM Dexcom Inc. | Add +40.1% | 0.02% | +0.01 |
| DASH DoorDash Inc. Class A | New | 0.01% | +0.01 |
| IONQ Ionq Inc. | New | 0.01% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.19% | +0.01 |
| XNDU Xanadu Quantum Technolo Class B | New | 0.01% | +0.01 |
| RVT Royce Small-Cap Trust Inc. | New | 0.00% | +0.00 |
| ASTS Ast Spacemobile Inc. | New | 0.00% | +0.00 |
| APLD Applied Digital Corp. | Add +54.5% | 0.01% | +0.00 |
| RGEN Repligen Corp. | Add +52.8% | 0.01% | +0.00 |
| QBTS D-Wave Quantum Inc. | Add +9.1% | 0.01% | +0.00 |
| CRWV Coreweave Inc. Class A | Add +59.3% | 0.01% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +13.7% | 0.22% | +0.00 |
| INFQ Infleqtion Inc. | New | 0.00% | +0.00 |
| RDDT Reddit Inc. Class A | Add +4.8% | 0.02% | +0.00 |
| CARR Carrier Global Corp. | Add +19.0% | 0.01% | +0.00 |
| BB Blackberry Ltd. | Add +3.3% | 0.00% | +0.00 |
| FITB Fifth Third Bancorp | Add +83.5% | 0.01% | +0.00 |
| PRCT Procept Biorobotics Corp. | Add +82.9% | 0.01% | +0.00 |
| ADM Archer-Daniels-Midland Co. | Add +123.2% | 0.00% | +0.00 |
| USAR USA Rare Earth Inc. | Add +23.4% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 660 | $1.1B | VOO, AGG, SPDW, VB, VO |
| Q1 2026 | 652 | $958.0M | VOO, AGG, SPDW, VB, VO |
| Q4 2025 | 697 | $961.1M | VOO, AGG, IEFA, VB, VO |
| Q3 2025 | 658 | $935.6M | VOO, AGG, IEFA, VB, VO |
| Q2 2025 | 645 | $871.9M | VOO, AGG, IEFA, VB, VO |
| Q1 2025 | 698 | $782.6M | VOO, AGG, IEFA, VBR, VB |
| Q4 2024 | 673 | $749.3M | VOO, IEFA, AGG, VBR, VB |
| Q3 2024 | 578 | $737.0M | VOO, IEFA, AGG, VBR, VB |
| Q2 2024 | 583 | $691.7M | VOO, IEFA, AGG, VBR, VB |
| Q1 2024 | 606 | $669.0M | VOO, IEFA, VBR, AGG, VB |