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Center for Financial Planning, Inc.
hedge fundUpdated 10 days agoManaged by Center For Financial Planning, Inc. • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
15.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $935.6M |
| Q4 2025 | $961.1M |
| Q1 2026 | $958M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.1B |
Top holdings
836 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $386.2M | 551.0K | 35.90% | Added(+145281.0%) | |
| 2 | $106.2M | 1.12M | 9.88% | Added(+3.7%) | |
| 3 | $87.4M | 1.74M | 8.13% | Added(+4.4%) | |
| 4 | $72.9M | 256.4K | 6.78% | Trimmed(-0.3%) | |
| 5 | $54.4M | 693.2K | 5.05% | Added(+157445.0%) | |
| 6 | $41.8M | 431.9K | 3.89% | Trimmed(-0.4%) | |
| 7 | $35.8M | 604.4K | 3.33% | Added(+2.1%) | |
| 8 | $19.8M | 89.0K | 1.84% | Trimmed(-0.9%) | |
| 9 | $13.9M | 27.0K | 1.29% | Added(+2.5%) | |
| 10 | $12.8M | 55.5K | 1.19% | Added(+28066.0%) | |
| 11 | $11.1M | 131.2K | 1.04% | Trimmed(-0.0%) | |
| 12 | $10.8M | 32.6K | 1.01% | Added(+1.7%) | |
| 13 | $7.7M | 15.6K | 0.72% | Added(+2.0%) | |
| 14 | $6.4M | 25.8K | 0.60% | Added(+2.3%) | |
| 15 | $6.2M | 18.6K | 0.57% | Added(+7.9%) | |
| 16 | $5M | 55.3K | 0.46% | Added(+4.4%) | |
| 17 | $4.7M | 17.9K | 0.44% | Added(+2.8%) | |
| 18 | $4.6M | 29.9K | 0.43% | Added(+6.0%) | |
| 19 | $4.3M | 16.2K | 0.40% | Added(+2.4%) | |
| 20 | $4.1M | 32.8K | 0.38% | Unchanged |