Center for Financial Planning, Inc.
CIK 1803557
13F filing for Q2 2026・No. 2,474
- Holdings
- US$1.07B
- Quarter change
- +US$111.88M
- Entries
- 669
- Net bought (estimate)
- +US$9.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 24
- Cut 111
- Added 75
- Corporate actions 2
- Unchanged 447
Largest holdings
665 stocks worth US$1.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 549,217 | US$377.21M | 35.26% |
| ISHARES TRCORE US AGGBD ET | Added | 1,083,836 | US$107.28M | 10.03% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,667,215 | US$84.01M | 7.85% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 257,140 | US$77.94M | 7.29% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 678,271 | US$54.65M | 5.11% |
| ISHARES TRCORE MSCI EAFE | Cut | 433,664 | US$41.88M | 3.91% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 592,187 | US$35.35M | 3.30% |
| ISHARES TRMSCI USA QLT FCT | Cut | 89,819 | US$19.71M | 1.84% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 19 | US$14.23M | 1.33% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 56,015 | US$13.61M | 1.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.