Center for Financial Planning, Inc.
Q2 2026 13F filing
Updated 52 days ago669 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $376.9M | 548.8K | 35.23% | Added(+669214.6%) |
| 2 | E ETHA ISHARES TR | $107.3M | 1.08M | 10.03% | Added(+79828.9%) |
| 3 | ? N/A SPDR INDEX SHS FDS | $84M | 1.67M | 7.85% | Added(+3.5%) |
| 4 | V VGES VANGUARD INDEX FDS | $77.9M | 257.1K | 7.29% | Added(+694873.0%) |
| 5 | V VGES VANGUARD INDEX FDS | $54.6M | 677.8K | 5.10% | Added(+4518773.3%) |
| 6 | E ETHA ISHARES TR | $41.9M | 433.7K | 3.91% | Trimmed(-0.5%) |
| 7 | V VGES VANGUARD INTL EQUITY INDEX F | $35.3M | 592.2K | 3.30% | Added(+2.5%) |
| 8 | E ETHA ISHARES TR | $19.7M | 89.8K | 1.84% | Trimmed(-0.8%) |
| 9 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.2M | 19 | 1.33% | Unchanged |
| 10 | V VGES VANGUARD INDEX FDS | $13.6M | 55.8K | 1.27% | Added(+0.1%) |
| 11 | V VGES VANGUARD STAR FDS | $11.2M | 131.2K | 1.05% | Trimmed(-0.1%) |
| 12 | M MSFT MICROSOFT CORP | $9.8M | 26.4K | 0.92% | Trimmed(-0.4%) |
| 13 | A AAPL APPLE INC | $9.3M | 32.0K | 0.87% | Added(+0.5%) |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $7.6M | 15.3K | 0.71% | Added(+0.9%) |
| 15 | G GOOGN ALPHABET INC | $6.9M | 19.6K | 0.65% | Added(+0.1%) |
| 16 | A AMZN AMAZON COM INC | $6M | 25.2K | 0.56% | Added(+1.7%) |
| 17 | J JPM-PM JPMORGAN CHASE & CO | $5.7M | 17.3K | 0.53% | Trimmed(-0.5%) |
| 18 | V VGES VANGUARD INDEX FDS | $4.6M | 53.0K | 0.43% | Added(+495.7%) |
| 19 | A ABBV ABBVIE INC | $4.4M | 17.4K | 0.41% | Unchanged |
| 20 | ? N/A VANGUARD INTL EQUITY INDEX F | $4.4M | 28.2K | 0.41% | Added(+134157.1%) |
| 21 | J JNJ JOHNSON & JOHNSON | $4M | 15.8K | 0.37% | Trimmed(-0.8%) |
| 22 | V VGES VANGUARD WORLD FD | $3.9M | 32.8K | 0.37% | Added(+707.7%) |
| 23 | A AVGO BROADCOM INC | $3.8M | 10.0K | 0.35% | Added(+2.3%) |
| 24 | E ETHA ISHARES TR | $3.8M | 48.7K | 0.35% | Trimmed(-1.7%) |
| 25 | T THQ VANGUARD INDEX FDS | $3.7M | 10.1K | 0.35% | Trimmed(-4.0%) |
| 26 | ? N/A FIRST TR EXCHANGE-TRADED FD | $3.2M | 64.5K | 0.30% | Trimmed(-3.0%) |
| 27 | S SPY STATE STR SPDR S&P 500 ETF T | $3.2M | 4.3K | 0.30% | Trimmed(-2.1%) |
| 28 | N NEE-PS NEXTERA ENERGY INC | $3M | 34.5K | 0.28% | Trimmed(-1.9%) |
| 29 | V VGES VANGUARD INDEX FDS | $2.9M | 7.9K | 0.27% | Unchanged |
| 30 | R RJF RAYMOND JAMES FINL INC | $2.9M | 19.1K | 0.27% | Unchanged |
| 31 | F FPF FIRST TR EXCHNG TRADED FD VI | $2.7M | 74.7K | 0.26% | Added(+0.8%) |
| 32 | P PG PROCTER & GAMBLE CO | $2.6M | 17.5K | 0.24% | Trimmed(-5.2%) |
| 33 | V VGES VANGUARD INDEX FDS | $2.5M | 11.4K | 0.23% | Added(+0.5%) |
| 34 | M MCK MCKESSON CORP | $2.5M | 3.3K | 0.23% | Unchanged |
| 35 | ? N/A FIRST TR EXCHANGE-TRADED FD | $2.4M | 124.9K | 0.22% | Trimmed(-5.2%) |
| 36 | ? N/A ISHARES TR | $2.3M | 49.4K | 0.22% | Added(+13.7%) |
| 37 | M MSI MOTOROLA SOLUTIONS INC | $2.2M | 5.3K | 0.20% | Added(+2.3%) |
| 38 | A AXP AMERICAN EXPRESS CO | $2.2M | 6.4K | 0.20% | Unchanged |
| 39 | X XOM EXXON MOBIL CORP | $2M | 14.9K | 0.19% | Trimmed(-4.5%) |
| 40 | C CVX CHEVRON CORPORATION | $2M | 12.3K | 0.19% | Trimmed(-0.4%) |
| 41 | N NVDA NVIDIA CORPORATION | $2M | 10.0K | 0.19% | Trimmed(-7.1%) |
| 42 | T TMO THERMO FISHER SCIENTIFIC INC | $2M | 4.0K | 0.19% | Unchanged |
| 43 | V VGES VANGUARD INDEX FDS | $2M | 5.8K | 0.19% | Added(+0.1%) |
| 44 | C CL COLGATE PALMOLIVE CO | $2M | 21.5K | 0.18% | Unchanged |
| 45 | E ETHA ISHARES TR | $2M | 13.2K | 0.18% | Trimmed(-0.1%) |
| 46 | K KO COCA COLA CO | $1.9M | 23.1K | 0.18% | Trimmed(-1.4%) |
| 47 | A ABT ABBOTT LABORATORIES | $1.8M | 20.3K | 0.17% | Added(+15.1%) |
| 48 | P PEP PEPSICO INC | $1.8M | 13.3K | 0.17% | Trimmed(-0.2%) |
| 49 | G GOOGN ALPHABET INC | $1.8M | 5.0K | 0.17% | Unchanged |
| 50 | H HD HOME DEPOT INC | $1.7M | 4.9K | 0.16% | Trimmed(-0.7%) |