Center for Financial Planning, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Center for Financial Planning, Inc. reported 652 stock positions worth $958.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.9%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.7%). Compared with Q4 2025, it opened 31 new positions, sold out of 77, added to 93 and reduced 143. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +1299466%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIED, MI
- CIK
- 0001803557
- Portfolio Value
- $958.0M (Q1 2026)
- SEC Filing
- 0001803557-26-000003 ↗ filed May 4, 2026
Holdings Value
Holdings 652 stocks · $958.0M
| VOO Vanguard S&P 500 ETF | 33.95% | 544,225 | $325.2M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 10.92% | 1,053,708 | $104.6M | Add +2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.68% | 1,611,462 | $73.6M | Add +1299466.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.98% | 255,392 | $66.9M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.03% | 167,789 | $48.2M | Add +1.7% |
| IEFA iShares Core MSCI Eafe ETF | 4.12% | 435,634 | $39.4M | Reduce -60.4% |
| VWO Vanguard Ftse Emerging Marke | 3.26% | 578,050 | $31.2M | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 1.81% | 90,570 | $17.4M | Reduce -1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.42% | 19 | $13.6M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.26% | 55,764 | $12.1M | Reduce -2.7% |
| VXUS Vanguard Total Intl Stock | 1.06% | 131,262 | $10.1M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.02% | 26,463 | $9.8M | Add +10.8% |
| AAPL Apple Inc. | 0.84% | 31,828 | $8.1M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 15,114 | $7.2M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.59% | 19,542 | $5.6M | No change |
| AMZN Amazon.com Inc. | 0.54% | 24,805 | $5.2M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.53% | 17,355 | $5.1M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.43% | 28,546 | $4.2M | Add +0.4% |
| JNJ Johnson & Johnson | 0.41% | 15,914 | $3.9M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 8,899 | $3.9M | No change |
| ABBV Abbvie Inc. | 0.40% | 17,400 | $3.8M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 49,512 | $3.3M | Reduce -0.8% |
| LMBS First Trust Low Duration Opp | 0.35% | 66,511 | $3.3M | Add +0.8% |
| NEE Nextera Energy Inc. | 0.34% | 35,209 | $3.3M | Reduce -1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 10,516 | $3.2M | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.32% | 9,752 | $3.0M | Add +3.4% |
| MCK McKesson Corp. | 0.30% | 3,277 | $2.8M | No change |
| VGT Vanguard Info Tech ETF | 0.30% | 4,060 | $2.8M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 4,352 | $2.8M | Reduce -2.5% |
| RJF Raymond James Financial Inc. | 0.29% | 19,124 | $2.8M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.28% | 18,434 | $2.7M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.28% | 15,596 | $2.6M | Reduce -0.5% |
| CVX Chevron Corp. | 0.27% | 12,308 | $2.5M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 7,931 | $2.5M | Reduce -0.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.26% | 74,114 | $2.5M | Reduce -4.2% |
| FSIG FT Ltd. Duration Inv Grade | 0.26% | 131,770 | $2.5M | Reduce -15.0% |
| MSI Motorola Solutions Inc. | 0.23% | 5,136 | $2.2M | Add +2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 11,342 | $2.2M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.22% | 13,329 | $2.1M | No change |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 43,460 | $2.1M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 3,967 | $1.9M | No change |
| AXP American Express Co. | 0.20% | 6,414 | $1.9M | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.20% | 10,792 | $1.9M | Add +22.4% |
| CL Colgate-Palmolive Co. | 0.19% | 21,512 | $1.8M | No change |
| ABT Abbott Laboratories | 0.19% | 17,660 | $1.8M | No change |
| KO The Coca-Cola Co. | 0.19% | 23,419 | $1.8M | Add +0.7% |
| CRM Salesforce Inc. | 0.18% | 9,470 | $1.8M | Add +21.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 5,776 | $1.7M | Add +0.0% |
| SYK Stryker Corp. | 0.17% | 5,070 | $1.7M | Add +2.6% |
| MCD McDonald's Corp. | 0.17% | 5,300 | $1.6M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 13,202 | $1.6M | Reduce -2.5% |
| HD Home Depot Inc. | 0.17% | 4,935 | $1.6M | Reduce -0.5% |
| WMT Walmart Inc. | 0.16% | 12,675 | $1.6M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 0.16% | 4,330 | $1.5M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.15% | 5,024 | $1.4M | Reduce -11.3% |
| MRK Merck & Co. Inc. | 0.14% | 11,477 | $1.4M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.14% | 2,089 | $1.4M | Reduce -1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 24,849 | $1.2M | Add +2.3% |
| MPC Marathon Petroleum Corp. | 0.13% | 4,973 | $1.2M | Reduce -1.0% |
| UNP Union Pacific Corp. | 0.12% | 4,756 | $1.2M | Add +1.1% |
| DTE DTE Energy Company | 0.11% | 7,513 | $1.1M | Add +0.5% |
| TSLA Tesla Inc. | 0.11% | 2,952 | $1.1M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 5,028 | $1.1M | Reduce -0.3% |
| MMM 3M Co. | 0.11% | 7,407 | $1.1M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,785 | $1.0M | Reduce -4.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.11% | 20,845 | $1.0M | No change |
| ITW Illinois Tool Works | 0.10% | 3,819 | $994K | Reduce -9.8% |
| PM Philip Morris International | 0.10% | 5,945 | $983K | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.10% | 15,152 | $971K | Reduce -6.8% |
| VDE Vanguard Energy ETF | 0.10% | 5,494 | $951K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 19,625 | $933K | Reduce -3.7% |
| AMT American Tower Corp. | 0.09% | 5,066 | $874K | Add +10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 8,943 | $870K | Reduce -0.9% |
| DFUS Dimensional US Eq MKT ETF | 0.09% | 12,183 | $864K | No change |
| LLY Eli Lilly & Co. | 0.09% | 915 | $842K | Add +16.4% |
| EMR Emerson Electric Co. | 0.09% | 6,213 | $814K | Reduce -8.3% |
| GEV GE Vernova Inc. | 0.08% | 926 | $808K | Reduce -0.1% |
| DAN Dana Inc. | 0.08% | 24,000 | $808K | No change |
| DAL Delta Air Lines Inc. | 0.08% | 11,972 | $796K | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.08% | 3,205 | $795K | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.08% | 2,493 | $793K | Add +3.7% |
| IWN iShares Russell 2000 Value E | 0.08% | 4,069 | $771K | Reduce -13.4% |
| CSCO Cisco Systems Inc. | 0.08% | 9,878 | $766K | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,147 | $763K | Reduce -0.6% |
| OMC Omnicom Group | 0.08% | 9,818 | $739K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 1,292 | $739K | Add +2.7% |
| CB Chubb Ltd. | 0.08% | 2,255 | $735K | Add +2.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 6,102 | $723K | No change |
| AMD Advanced Micro Devices | 0.07% | 3,513 | $715K | No change |
| CME Cme Group Inc. | 0.07% | 2,224 | $657K | Add +2.4% |
| DOV Dover Corp. | 0.07% | 3,074 | $641K | No change |
| DFUV Dimensional US Marketwide Va | 0.07% | 13,216 | $640K | No change |
| TT Trane Technologies PLC | 0.07% | 1,527 | $636K | Reduce -18.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 54,866 | $633K | Reduce -0.6% |
| PGR Progressive Corp. | 0.07% | 3,171 | $629K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.06% | 21,862 | $612K | No change |
| SCHV Schwab US Large-Cap Value | 0.06% | 19,879 | $606K | Add +1.8% |
| V Visa Inc. Class A | 0.06% | 2,005 | $606K | Add +9.3% |
| VZ Verizon Communications Inc. | 0.06% | 11,909 | $598K | Reduce -5.6% |
| RTX RTX Corp. | 0.06% | 3,021 | $583K | No change |
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 | $40 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 66 | $17 | 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: $958.0M.
Portfolio Sells Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -60.4% | 4.12% | −6.13 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 1.81% | −0.09 |
| AAPL Apple Inc. | Reduce -0.5% | 0.84% | −0.06 |
| AXP American Express Co. | Reduce -3.0% | 0.20% | −0.05 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -15.0% | 0.26% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.76% | −0.04 |
| MDT Medtronic PLC | Reduce -68.8% | 0.01% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -11.3% | 0.15% | −0.03 |
| RJF Raymond James Financial Inc. | Reduce -0.8% | 0.29% | −0.03 |
| USB US Bancorp | Reduce -54.3% | 0.03% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 0.30% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.30% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.40% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -35.4% | 0.02% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 0.08% | −0.02 |
| LUV Southwest Airlines Co. | Reduce -88.2% | 0.00% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -4.2% | 0.26% | −0.01 |
| NOW ServiceNow Inc. | Reduce -73.2% | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.4% | 0.28% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 0.27% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.2% | 0.11% | −0.01 |
| MMM 3M Co. | Reduce -0.0% | 0.11% | −0.01 |
| GIS General Mills Inc. | Reduce -0.8% | 0.04% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -63.5% | 0.01% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -4.0% | 0.22% | −0.01 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.03% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.1% | 0.33% | −0.01 |
| F Ford Motor Co. | Reduce -0.6% | 0.07% | −0.01 |
| TT Trane Technologies PLC | Reduce -18.4% | 0.07% | −0.01 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.01 |
| EMR Emerson Electric Co. | Reduce -8.3% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 0.14% | −0.01 |
| MFM Aberdeen Municipal Income | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -0.5% | 0.17% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -13.4% | 0.08% | −0.01 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.04% | −0.01 |
| ALL Allstate Corp. | Reduce -14.9% | 0.04% | −0.01 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -2.6% | 0.08% | −0.01 |
| EGP Eastgroup Properties Inc. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -19.0% | 0.02% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -57.5% | 0.00% | −0.01 |
| ITW Illinois Tool Works | Reduce -9.8% | 0.10% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -74.7% | 0.00% | −0.00 |
| ROK Rockwell Automation Inc. | Reduce -7.8% | 0.03% | −0.00 |
| GE General Electric | Reduce -3.6% | 0.03% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.8% | 0.10% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -19.3% | 0.02% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1299466.1% | 7.68% | +7.68 |
| AGG iShares Core U.S. Aggregate | Add +2.2% | 10.92% | +0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 6.98% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 3.26% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.7% | 5.03% | +0.05 |
| ZTS Zoetis Inc. | Add +1692.0% | 0.04% | +0.03 |
| MSI Motorola Solutions Inc. | Add +2.8% | 0.23% | +0.03 |
| NVDA Nvidia Corp. | Add +22.4% | 0.20% | +0.03 |
| ADBE Adobe Inc. | Add +180.6% | 0.05% | +0.02 |
| AMAT Applied Materials Inc. | Add +51.9% | 0.05% | +0.02 |
| NEM Newmont Corp. | Add +1700.0% | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +0.7% | 0.19% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +388.7% | 0.02% | +0.02 |
| ADI Analog Devices Inc. | Add +3.7% | 0.08% | +0.01 |
| DTE DTE Energy Company | Add +0.5% | 0.11% | +0.01 |
| FEOE First Eagle Overseas Eq ETF | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +1346.2% | 0.01% | +0.01 |
| ICOP iShares Copper and Metals | New | 0.01% | +0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +300.0% | 0.01% | +0.01 |
| CEG Constellation Energy | Add +293.1% | 0.02% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +3.6% | 0.06% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.4% | 0.43% | +0.01 |
| NFLX Netflix Inc. | Add +14.4% | 0.06% | +0.01 |
| FANG Diamondback Energy Inc. | Add +1.0% | 0.03% | +0.01 |
| AMT American Tower Corp. | Add +10.8% | 0.09% | +0.01 |
| PH Parker Hannifin Corp. | Add +176.1% | 0.01% | +0.01 |
| CVSA Covista Inc. | Add +175.0% | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +1.1% | 0.12% | +0.01 |
| CME Cme Group Inc. | Add +2.4% | 0.07% | +0.01 |
| WTAI Wisdomtree AI and Innovation | New | 0.01% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +42.6% | 0.02% | +0.01 |
| NVR NVR Inc. | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| DRI Darden Restaurants Inc. | Add +3.3% | 0.05% | +0.01 |
| CB Chubb Ltd. | Add +2.0% | 0.08% | +0.00 |
| NET Cloudflare Inc. Class A | Add +213.0% | 0.01% | +0.00 |
| DTM DT Midstream Inc. | Add +2.1% | 0.03% | +0.00 |
| LULU Lululemon Athletica Inc. | Add +65.2% | 0.02% | +0.00 |
| MTDR Matador Resources Co. | New | 0.00% | +0.00 |
| ETHW Bitwise Ethereum ETF | New | 0.00% | +0.00 |
| VHT Vanguard Health Care ETF | Add +14.0% | 0.05% | +0.00 |
| OWL Blue Owl Capital Inc. | Add +2100.0% | 0.00% | +0.00 |
| DVN Devon Energy Corp. | Add +25.4% | 0.01% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +554.2% | 0.00% | +0.00 |
| RDDT Reddit Inc. Class A | Add +126.4% | 0.01% | +0.00 |
| SM SM Energy Co. | New | 0.00% | +0.00 |
| CCJ Cameco Corp. | Add +140.0% | 0.00% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +1.8% | 0.06% | +0.00 |
| COP Conocophillips | Add +6.2% | 0.01% | +0.00 |
| SCHG Schwab US Large-Cap Growth | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| IBO Impact Biomedical Inc. | COMMON STOCK | New | 0 | $1 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |