Institutional Manager · CIK 0001803557
Center for Financial Planning, Inc.
SOUTHFIED, MI · File #028-20001
Latest AUM
$961.1M
Positions
712
Top-10 Concentration
84.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025712 pos · $961.1M
- 13F HOLDINGS REPORTQ/E Sep 2025662 pos · $935.6M
- 13F HOLDINGS REPORTQ/E Jun 2025647 pos · $871.9M
- 13F HOLDINGS REPORTQ/E Mar 2025700 pos · $782.6M
- 13F HOLDINGS REPORTQ/E Dec 2024676 pos · $749.3M
- 13F HOLDINGS REPORTQ/E Sep 2024580 pos · $737.0M
- 13F HOLDINGS REPORTQ/E Jun 2024585 pos · $691.7M
- 13F HOLDINGS REPORTQ/E Mar 2024608 pos · $669.0M
- 13F HOLDINGS REPORTQ/E Dec 2023518 pos · $462.9M
- 13F HOLDINGS REPORTQ/E Sep 2023572 pos · $476.4M
- 13F HOLDINGS REPORTQ/E Jun 2023544 pos · $433.6M
- 13F HOLDINGS REPORTQ/E Mar 2023543 pos · $411.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 541,299 | $339.5M | 38.87% |
| 2 | ISHARES TR | 464287226 | 1,030,946 | $103.0M | 11.79% |
| 3 | ISHARES TR | 46432F842 | 1,100,667 | $98.5M | 11.27% |
| 4 | VANGUARD INDEX FDS | 922908751 | 255,190 | $65.8M | 7.54% |
| 5 | VANGUARD INDEX FDS | 922908629 | 165,015 | $47.9M | 5.48% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 574,298 | $30.9M | 3.54% |
| 7 | ISHARES TR | 46432F339 | 91,876 | $18.2M | 2.09% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19 | $14.3M | 1.64% |
| 9 | VANGUARD INDEX FDS | 922908611 | 57,286 | $12.1M | 1.39% |
| 10 | MICROSOFT CORP | MSFT | 23,886 | $11.6M | 1.32% |
| 11 | VANGUARD STAR FDS | 921909768 | 133,417 | $10.1M | 1.15% |
| 12 | APPLE INC | AAPL | 32,000 | $8.7M | 1.00% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,302 | $7.7M | 0.88% |
| 14 | ALPHABET INC | GOOG | 19,542 | $6.1M | 0.70% |
| 15 | AMAZON COM INC | AMZN | 24,790 | $5.7M | 0.66% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 17,344 | $5.6M | 0.64% |
| 17 | VANGUARD INDEX FDS | 922908736 | 8,899 | $4.3M | 0.50% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042718 | 28,440 | $4.1M | 0.47% |
| 19 | ABBVIE INC | ABBV | 17,433 | $4.0M | 0.46% |
| 20 | JOHNSON & JOHNSON | JNJ | 16,009 | $3.3M | 0.38% |