Institutions / Center for Financial Planning, Inc.
Center for Financial Planning, Inc.
CIK 1803557 · Institution · as of Dec 31, 2025
Portfolio value
$961.12M
Positions
702
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 702 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $339.50M | 35.3% |
| iShares Tr | $102.97M | 10.7% |
| iShares Tr | $98.48M | 10.2% |
| Vanguard Index Fds | $65.83M | 6.8% |
| Vanguard Index Fds | $47.90M | 5.0% |
| Vanguard Intl Equity Index F | $30.88M | 3.2% |
| iShares MSCI UAE ETF | $18.25M | 1.9% |
| Berkshire Hathaway Inc Del | $14.34M | 1.5% |
| Vanguard Index Fds | $12.14M | 1.3% |
| Microsoft Corp | $11.55M | 1.2% |
| Vanguard Star Fds | $10.06M | 1.0% |
| Apple Inc. | $8.70M | 0.9% |
| Warren E. Buffett | $7.69M | 0.8% |
| Alphabet Inc. | $6.13M | 0.6% |
| Amazon.com Inc | $5.72M | 0.6% |
| JPMorgan Chase & Co | $5.59M | 0.6% |
| Vanguard Index Fds | $4.34M | 0.5% |
| Vanguard Intl Equity Index F | $4.08M | 0.4% |
| AbbVie Inc. | $3.98M | 0.4% |
| Johnson & Johnson | $3.31M | 0.3% |
| First Tr Exchange-Traded Fd | $3.30M | 0.3% |
| iShares Tr | $3.30M | 0.3% |
| Vanguard Index Fds | $3.28M | 0.3% |
| Broadcom Inc. | $3.26M | 0.3% |
| Raymond James Financial Inc | $3.10M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.