CENTER FOR FINANCIAL PLANNING, INC.

Filed: 11/6/2025ACC: 0001803557-25-000006

📋 What this filing means

CENTER FOR FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 660 equity positions with a total reported market value of $935.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

660

Positions

$935.58M

Total AUM (reported)

5.87M

Total Shares

Allocation by class

S&P 500 ETF SHS$329.39M35.2%

COM$123.90M13.2%

CORE US AGGBD ET$100.15M10.7%

CORE MSCI EAFE$95.33M10.2%

SMALL CP ETF$64.51M6.9%

MID CAP ETF$43.69M4.7%

FTSE EMR MKT ETF$30.68M3.3%

Portfolio Concentration

Top 3$524.87M56.1%

4–10$196.01M21.0%

11–25$72.61M7.8%

Rest$142.08M15.2%

Top 3 weight

56.1%

Top 10 weight

77.1%

Voting Authority Distribution

Total shares with voting rights: 5.87M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.87M

% of voting shares100.0%

Investment Discretion (by position count)

Sole660

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings660

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares537.88K

TypeSH

Market value$329.39M

35.21%

Sole

0.00

Shared

0.00

None

537.88K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares999.01K

TypeSH

Market value$100.15M

10.70%

Sole

0.00

Shared

0.00

None

999.01K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.09M

TypeSH

Market value$95.33M

10.19%

Sole

0.00

Shared

0.00

None

1.09M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares253.69K

TypeSH

Market value$64.51M

6.90%

Sole

0.00

Shared

0.00

None

253.69K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares148.74K

TypeSH

Market value$43.69M

4.67%

Sole

0.00

Shared

0.00

None

148.74K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares566.18K

TypeSH

Market value$30.68M

3.28%

Sole

0.00

Shared

0.00

None

566.18K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares94.20K

TypeSH

Market value$18.32M

1.96%

Sole

0.00

Shared

0.00

None

94.20K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares19.00

TypeSH

Market value$14.33M

1.53%

Sole

0.00

Shared

0.00

None

19.00

MICROSOFT CORP

SOLE

COM

Shares23.88K

TypeSH

Market value$12.37M

1.32%

Sole

0.00

Shared

0.00

None

23.88K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares58.02K

TypeSH

Market value$12.11M

1.29%

Sole

0.00

Shared

0.00

None

58.02K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares134.84K

TypeSH

Market value$9.91M

1.06%

Sole

0.00

Shared

0.00

None

134.84K

APPLE INC

SOLE

COM

Shares32.17K

TypeSH

Market value$8.19M

0.88%

Sole

0.00

Shared

0.00

None

32.17K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.36K

TypeSH

Market value$7.22M

0.77%

Sole

0.00

Shared

0.00

None

14.36K

AMAZON COM INC

SOLE

COM

Shares25.37K

TypeSH

Market value$5.57M

0.60%

Sole

0.00

Shared

0.00

None

25.37K

JPMORGAN CHASE & CO.

SOLE

COM

Shares17.27K

TypeSH

Market value$5.45M

0.58%

Sole

0.00

Shared

0.00

None

17.27K

ALPHABET INC

SOLE

CAP STK CL C

Shares19.54K

TypeSH

Market value$4.76M

0.51%

Sole

0.00

Shared

0.00

None

19.54K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares8.90K

TypeSH

Market value$4.27M

0.46%

Sole

0.00

Shared

0.00

None

8.90K

ABBVIE INC

SOLE

COM

Shares18.14K

TypeSH

Market value$4.20M

0.45%

Sole

0.00

Shared

0.00

None

18.14K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares69.05K

TypeSH

Market value$3.44M

0.37%

Sole

0.00

Shared

0.00

None

69.05K

RAYMOND JAMES FINL INC

SOLE

COM

Shares19.28K

TypeSH

Market value$3.33M

0.36%

Sole

0.00

Shared

0.00

None

19.28K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares11.13K

TypeSH

Market value$3.31M

0.35%

Sole

0.00

Shared

0.00

None

11.13K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares4.97K

TypeSH

Market value$3.31M

0.35%

Sole

0.00

Shared

0.00

None

4.97K

BROADCOM INC

SOLE

COM

Shares9.92K

TypeSH

Market value$3.27M

0.35%

Sole

0.00

Shared

0.00

None

9.92K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares49.55K

TypeSH

Market value$3.23M

0.35%

Sole

0.00

Shared

0.00

None

49.55K

FIRST TR EXCHANGE-TRADED FD

SOLE

LIMITED DURATION

Shares164.07K

TypeSH

Market value$3.15M

0.34%

Sole

0.00

Shared

0.00

None

164.07K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	537.88K	SH	$329.39M 35.21%	537.88K
ISHARES TRSOLE	CORE US AGGBD ET	999.01K	SH	$100.15M 10.70%	999.01K
ISHARES TRSOLE	CORE MSCI EAFE	1.09M	SH	$95.33M 10.19%	1.09M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	253.69K	SH	$64.51M 6.90%	253.69K
VANGUARD INDEX FDSSOLE	MID CAP ETF	148.74K	SH	$43.69M 4.67%	148.74K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	566.18K	SH	$30.68M 3.28%	566.18K
ISHARES TRSOLE	MSCI USA QLT FCT	94.20K	SH	$18.32M 1.96%	94.20K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	19.00	SH	$14.33M 1.53%	19.00
MICROSOFT CORPSOLE	COM	23.88K	SH	$12.37M 1.32%	23.88K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	58.02K	SH	$12.11M 1.29%	58.02K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	134.84K	SH	$9.91M 1.06%	134.84K
APPLE INCSOLE	COM	32.17K	SH	$8.19M 0.88%	32.17K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.36K	SH	$7.22M 0.77%	14.36K
AMAZON COM INCSOLE	COM	25.37K	SH	$5.57M 0.60%	25.37K
JPMORGAN CHASE & CO.SOLE	COM	17.27K	SH	$5.45M 0.58%	17.27K
ALPHABET INCSOLE	CAP STK CL C	19.54K	SH	$4.76M 0.51%	19.54K
VANGUARD INDEX FDSSOLE	GROWTH ETF	8.90K	SH	$4.27M 0.46%	8.90K
ABBVIE INCSOLE	COM	18.14K	SH	$4.20M 0.45%	18.14K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	69.05K	SH	$3.44M 0.37%	69.05K
RAYMOND JAMES FINL INCSOLE	COM	19.28K	SH	$3.33M 0.36%	19.28K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	11.13K	SH	$3.31M 0.35%	11.13K
SPDR S&P 500 ETF TRSOLE	TR UNIT	4.97K	SH	$3.31M 0.35%	4.97K
BROADCOM INCSOLE	COM	9.92K	SH	$3.27M 0.35%	9.92K
ISHARES TRSOLE	CORE S&P MCP ETF	49.55K	SH	$3.23M 0.35%	49.55K
FIRST TR EXCHANGE-TRADED FDSOLE	LIMITED DURATION	164.07K	SH	$3.15M 0.34%	164.07K

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