Filed: 2/5/2026ACC: 0001803557-26-000001
📋 What this filing means
CENTER FOR FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 702 equity positions with a total reported market value of $961.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
702
Positions
$961.12M
Total AUM (reported)
5.92M
Total Shares
Allocation by class
S&P 500 ETF SHS$339.50M35.3%
COM$124.47M13.0%
CORE US AGGBD ET$102.97M10.7%
CORE MSCI EAFE$98.48M10.2%
SMALL CP ETF$65.83M6.8%
MID CAP ETF$47.90M5.0%
FTSE EMR MKT ETF$30.88M3.2%
Portfolio Concentration
Top 3$540.95M56.3%
4–10$200.88M20.9%
11–25$75.85M7.9%
Rest$143.44M14.9%
Top 3 weight
56.3%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 5.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole702
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings702
Rows:
VANGUARD INDEX FDS
SOLEShares541.36K
TypeSH
Market value$339.50M
35.32%
Sole
0.00
Shared
0.00
None
541.36K
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$102.97M
10.71%
Sole
0.00
Shared
0.00
None
1.03M
ISHARES TR
SOLEShares1.10M
TypeSH
Market value$98.48M
10.25%
Sole
0.00
Shared
0.00
None
1.10M
VANGUARD INDEX FDS
SOLEShares255.20K
TypeSH
Market value$65.83M
6.85%
Sole
0.00
Shared
0.00
None
255.20K
VANGUARD INDEX FDS
SOLEShares165.04K
TypeSH
Market value$47.90M
4.98%
Sole
0.00
Shared
0.00
None
165.04K
VANGUARD INTL EQUITY INDEX F
SOLEShares574.32K
TypeSH
Market value$30.88M
3.21%
Sole
0.00
Shared
0.00
None
574.32K
ISHARES TR
SOLEShares91.88K
TypeSH
Market value$18.25M
1.90%
Sole
0.00
Shared
0.00
None
91.88K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.00
TypeSH
Market value$14.34M
1.49%
Sole
0.00
Shared
0.00
None
19.00
VANGUARD INDEX FDS
SOLEShares57.30K
TypeSH
Market value$12.14M
1.26%
Sole
0.00
Shared
0.00
None
57.30K
MICROSOFT CORP
SOLEShares23.89K
TypeSH
Market value$11.55M
1.20%
Sole
0.00
Shared
0.00
None
23.89K
VANGUARD STAR FDS
SOLEShares133.42K
TypeSH
Market value$10.06M
1.05%
Sole
0.00
Shared
0.00
None
133.42K
APPLE INC
SOLEShares32K
TypeSH
Market value$8.70M
0.91%
Sole
0.00
Shared
0.00
None
32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.30K
TypeSH
Market value$7.69M
0.80%
Sole
0.00
Shared
0.00
None
15.30K
ALPHABET INC
SOLEShares19.54K
TypeSH
Market value$6.13M
0.64%
Sole
0.00
Shared
0.00
None
19.54K
AMAZON COM INC
SOLEShares24.79K
TypeSH
Market value$5.72M
0.60%
Sole
0.00
Shared
0.00
None
24.79K
JPMORGAN CHASE & CO.
SOLEShares17.34K
TypeSH
Market value$5.59M
0.58%
Sole
0.00
Shared
0.00
None
17.34K
VANGUARD INDEX FDS
SOLEShares8.90K
TypeSH
Market value$4.34M
0.45%
Sole
0.00
Shared
0.00
None
8.90K
VANGUARD INTL EQUITY INDEX F
SOLEShares28.44K
TypeSH
Market value$4.08M
0.42%
Sole
0.00
Shared
0.00
None
28.44K
ABBVIE INC
SOLEShares17.43K
TypeSH
Market value$3.98M
0.41%
Sole
0.00
Shared
0.00
None
17.43K
JOHNSON & JOHNSON
SOLEShares16.01K
TypeSH
Market value$3.31M
0.34%
Sole
0.00
Shared
0.00
None
16.01K
FIRST TR EXCHANGE-TRADED FD
SOLEShares65.97K
TypeSH
Market value$3.30M
0.34%
Sole
0.00
Shared
0.00
None
65.97K
ISHARES TR
SOLEShares49.94K
TypeSH
Market value$3.30M
0.34%
Sole
0.00
Shared
0.00
None
49.94K
VANGUARD INDEX FDS
SOLEShares10.86K
TypeSH
Market value$3.28M
0.34%
Sole
0.00
Shared
0.00
None
10.86K
BROADCOM INC
SOLEShares9.43K
TypeSH
Market value$3.26M
0.34%
Sole
0.00
Shared
0.00
None
9.43K
RAYMOND JAMES FINL INC
SOLEShares19.28K
TypeSH
Market value$3.10M
0.32%
Sole
0.00
Shared
0.00
None
19.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 541.36K | SH | $339.50M 35.32% | 0.00 | 0.00 | 541.36K |
ISHARES TRSOLE | CORE US AGGBD ET | 1.03M | SH | $102.97M 10.71% | 0.00 | 0.00 | 1.03M |
ISHARES TRSOLE | CORE MSCI EAFE | 1.10M | SH | $98.48M 10.25% | 0.00 | 0.00 | 1.10M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 255.20K | SH | $65.83M 6.85% | 0.00 | 0.00 | 255.20K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 165.04K | SH | $47.90M 4.98% | 0.00 | 0.00 | 165.04K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 574.32K | SH | $30.88M 3.21% | 0.00 | 0.00 | 574.32K |
ISHARES TRSOLE | MSCI USA QLT FCT | 91.88K | SH | $18.25M 1.90% | 0.00 | 0.00 | 91.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $14.34M 1.49% | 0.00 | 0.00 | 19.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 57.30K | SH | $12.14M 1.26% | 0.00 | 0.00 | 57.30K |
MICROSOFT CORPSOLE | COM | 23.89K | SH | $11.55M 1.20% | 0.00 | 0.00 | 23.89K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 133.42K | SH | $10.06M 1.05% | 0.00 | 0.00 | 133.42K |
APPLE INCSOLE | COM | 32K | SH | $8.70M 0.91% | 0.00 | 0.00 | 32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.30K | SH | $7.69M 0.80% | 0.00 | 0.00 | 15.30K |
ALPHABET INCSOLE | CAP STK CL C | 19.54K | SH | $6.13M 0.64% | 0.00 | 0.00 | 19.54K |
AMAZON COM INCSOLE | COM | 24.79K | SH | $5.72M 0.60% | 0.00 | 0.00 | 24.79K |
JPMORGAN CHASE & CO.SOLE | COM | 17.34K | SH | $5.59M 0.58% | 0.00 | 0.00 | 17.34K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.90K | SH | $4.34M 0.45% | 0.00 | 0.00 | 8.90K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 28.44K | SH | $4.08M 0.42% | 0.00 | 0.00 | 28.44K |
ABBVIE INCSOLE | COM | 17.43K | SH | $3.98M 0.41% | 0.00 | 0.00 | 17.43K |
JOHNSON & JOHNSONSOLE | COM | 16.01K | SH | $3.31M 0.34% | 0.00 | 0.00 | 16.01K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 65.97K | SH | $3.30M 0.34% | 0.00 | 0.00 | 65.97K |
ISHARES TRSOLE | CORE S&P MCP ETF | 49.94K | SH | $3.30M 0.34% | 0.00 | 0.00 | 49.94K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 10.86K | SH | $3.28M 0.34% | 0.00 | 0.00 | 10.86K |
BROADCOM INCSOLE | COM | 9.43K | SH | $3.26M 0.34% | 0.00 | 0.00 | 9.43K |
RAYMOND JAMES FINL INCSOLE | COM | 19.28K | SH | $3.10M 0.32% | 0.00 | 0.00 | 19.28K |
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