Filed: 5/4/2026ACC: 0001803557-26-000003
📋 What this filing means
CENTER FOR FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 658 equity positions with a total reported market value of $958.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
658
Positions
$958.01M
Total AUM (reported)
6.86M
Total Shares
Allocation by class
S&P 500 ETF SHS$325.20M33.9%
COM$122.19M12.8%
CORE US AGGBD ET$104.60M10.9%
STATE STREET SPD$74.20M7.7%
SMALL CP ETF$66.89M7.0%
MID CAP ETF$48.19M5.0%
CORE MSCI EAFE$39.44M4.1%
Portfolio Concentration
Top 3$503.37M52.5%
4–10$228.89M23.9%
11–25$79.94M8.3%
Rest$145.81M15.2%
Top 3 weight
52.5%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 6.86M
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
6.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole658
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings658
Rows:
VANGUARD INDEX FDS
SOLEShares544.23K
TypeSH
Market value$325.20M
33.95%
Sole
0.00
Shared
0.00
None
544.23K
ISHARES TR
SOLEShares1.05M
TypeSH
Market value$104.60M
10.92%
Sole
0.00
Shared
0.00
None
1.05M
SPDR INDEX SHS FDS
SOLEShares1.61M
TypeSH
Market value$73.56M
7.68%
Sole
0.00
Shared
0.00
None
1.61M
VANGUARD INDEX FDS
SOLEShares255.39K
TypeSH
Market value$66.89M
6.98%
Sole
0.00
Shared
0.00
None
255.39K
VANGUARD INDEX FDS
SOLEShares167.79K
TypeSH
Market value$48.19M
5.03%
Sole
0.00
Shared
0.00
None
167.79K
ISHARES TR
SOLEShares435.63K
TypeSH
Market value$39.44M
4.12%
Sole
0.00
Shared
0.00
None
435.63K
VANGUARD INTL EQUITY INDEX F
SOLEShares578.05K
TypeSH
Market value$31.24M
3.26%
Sole
0.00
Shared
0.00
None
578.05K
ISHARES TR
SOLEShares90.57K
TypeSH
Market value$17.37M
1.81%
Sole
0.00
Shared
0.00
None
90.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.00
TypeSH
Market value$13.64M
1.42%
Sole
0.00
Shared
0.00
None
19.00
VANGUARD INDEX FDS
SOLEShares55.76K
TypeSH
Market value$12.11M
1.26%
Sole
0.00
Shared
0.00
None
55.76K
VANGUARD STAR FDS
SOLEShares131.26K
TypeSH
Market value$10.12M
1.06%
Sole
0.00
Shared
0.00
None
131.26K
MICROSOFT CORP
SOLEShares26.46K
TypeSH
Market value$9.80M
1.02%
Sole
0.00
Shared
0.00
None
26.46K
APPLE INC
SOLEShares31.83K
TypeSH
Market value$8.08M
0.84%
Sole
0.00
Shared
0.00
None
31.83K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.11K
TypeSH
Market value$7.24M
0.76%
Sole
0.00
Shared
0.00
None
15.11K
ALPHABET INC
SOLEShares19.54K
TypeSH
Market value$5.61M
0.59%
Sole
0.00
Shared
0.00
None
19.54K
AMAZON COM INC
SOLEShares24.80K
TypeSH
Market value$5.17M
0.54%
Sole
0.00
Shared
0.00
None
24.80K
JPMORGAN CHASE & CO
SOLEShares17.36K
TypeSH
Market value$5.11M
0.53%
Sole
0.00
Shared
0.00
None
17.36K
VANGUARD INTL EQUITY INDEX F
SOLEShares28.55K
TypeSH
Market value$4.16M
0.43%
Sole
0.00
Shared
0.00
None
28.55K
JOHNSON & JOHNSON
SOLEShares15.91K
TypeSH
Market value$3.89M
0.41%
Sole
0.00
Shared
0.00
None
15.91K
VANGUARD INDEX FDS
SOLEShares8.90K
TypeSH
Market value$3.89M
0.41%
Sole
0.00
Shared
0.00
None
8.90K
ABBVIE INC
SOLEShares17.40K
TypeSH
Market value$3.78M
0.40%
Sole
0.00
Shared
0.00
None
17.40K
ISHARES TR
SOLEShares49.51K
TypeSH
Market value$3.34M
0.35%
Sole
0.00
Shared
0.00
None
49.51K
FIRST TR EXCHANGE-TRADED FD
SOLEShares66.51K
TypeSH
Market value$3.31M
0.35%
Sole
0.00
Shared
0.00
None
66.51K
NEXTERA ENERGY INC
SOLEShares35.21K
TypeSH
Market value$3.27M
0.34%
Sole
0.00
Shared
0.00
None
35.21K
VANGUARD INDEX FDS
SOLEShares10.52K
TypeSH
Market value$3.18M
0.33%
Sole
0.00
Shared
0.00
None
10.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 544.23K | SH | $325.20M 33.95% | 0.00 | 0.00 | 544.23K |
ISHARES TRSOLE | CORE US AGGBD ET | 1.05M | SH | $104.60M 10.92% | 0.00 | 0.00 | 1.05M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 1.61M | SH | $73.56M 7.68% | 0.00 | 0.00 | 1.61M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 255.39K | SH | $66.89M 6.98% | 0.00 | 0.00 | 255.39K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 167.79K | SH | $48.19M 5.03% | 0.00 | 0.00 | 167.79K |
ISHARES TRSOLE | CORE MSCI EAFE | 435.63K | SH | $39.44M 4.12% | 0.00 | 0.00 | 435.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 578.05K | SH | $31.24M 3.26% | 0.00 | 0.00 | 578.05K |
ISHARES TRSOLE | MSCI USA QLT FCT | 90.57K | SH | $17.37M 1.81% | 0.00 | 0.00 | 90.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $13.64M 1.42% | 0.00 | 0.00 | 19.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 55.76K | SH | $12.11M 1.26% | 0.00 | 0.00 | 55.76K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 131.26K | SH | $10.12M 1.06% | 0.00 | 0.00 | 131.26K |
MICROSOFT CORPSOLE | COM | 26.46K | SH | $9.80M 1.02% | 0.00 | 0.00 | 26.46K |
APPLE INCSOLE | COM | 31.83K | SH | $8.08M 0.84% | 0.00 | 0.00 | 31.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.11K | SH | $7.24M 0.76% | 0.00 | 0.00 | 15.11K |
ALPHABET INCSOLE | CAP STK CL C | 19.54K | SH | $5.61M 0.59% | 0.00 | 0.00 | 19.54K |
AMAZON COM INCSOLE | COM | 24.80K | SH | $5.17M 0.54% | 0.00 | 0.00 | 24.80K |
JPMORGAN CHASE & COSOLE | COM | 17.36K | SH | $5.11M 0.53% | 0.00 | 0.00 | 17.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 28.55K | SH | $4.16M 0.43% | 0.00 | 0.00 | 28.55K |
JOHNSON & JOHNSONSOLE | COM | 15.91K | SH | $3.89M 0.41% | 0.00 | 0.00 | 15.91K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.90K | SH | $3.89M 0.41% | 0.00 | 0.00 | 8.90K |
ABBVIE INCSOLE | COM | 17.40K | SH | $3.78M 0.40% | 0.00 | 0.00 | 17.40K |
ISHARES TRSOLE | CORE S&P MCP ETF | 49.51K | SH | $3.34M 0.35% | 0.00 | 0.00 | 49.51K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 66.51K | SH | $3.31M 0.35% | 0.00 | 0.00 | 66.51K |
NEXTERA ENERGY INCSOLE | COM | 35.21K | SH | $3.27M 0.34% | 0.00 | 0.00 | 35.21K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 10.52K | SH | $3.18M 0.33% | 0.00 | 0.00 | 10.52K |
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