Center for Financial Planning, Inc.
Q3 2026 13F filing
Updated 10 days ago836 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $386.2M | 551.0K | 35.90% | Added(+145281.0%) |
| 2 | E ISHARES TR | $106.2M | 1.12M | 9.88% | Added(+3.7%) |
| 3 | S SPDR INDEX SHS FDS | $87.4M | 1.74M | 8.13% | Added(+4.4%) |
| 4 | V VANGUARD INDEX FDS | $72.9M | 256.4K | 6.78% | Trimmed(-0.3%) |
| 5 | V VANGUARD INDEX FDS | $54.4M | 693.2K | 5.05% | Added(+157445.0%) |
| 6 | E ISHARES TR | $41.8M | 431.9K | 3.89% | Trimmed(-0.4%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $35.8M | 604.4K | 3.33% | Added(+2.1%) |
| 8 | E ISHARES TR | $19.8M | 89.0K | 1.84% | Trimmed(-0.9%) |
| 9 | M MICROSOFT CORP | $13.9M | 27.0K | 1.29% | Added(+2.5%) |
| 10 | V VANGUARD INDEX FDS | $12.8M | 55.5K | 1.19% | Added(+28066.0%) |
| 11 | V VANGUARD STAR FDS | $11.1M | 131.2K | 1.04% | Trimmed(-0.0%) |
| 12 | A APPLE INC | $10.8M | 32.6K | 1.01% | Added(+1.7%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $7.7M | 15.6K | 0.72% | Added(+2.0%) |
| 14 | A AMAZON COM INC | $6.4M | 25.8K | 0.60% | Added(+2.3%) |
| 15 | J JPMORGAN CHASE & CO | $6.2M | 18.6K | 0.57% | Added(+7.9%) |
| 16 | V VANGUARD INDEX FDS | $5M | 55.3K | 0.46% | Added(+4.4%) |
| 17 | A ABBVIE INC | $4.7M | 17.9K | 0.44% | Added(+2.8%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $4.6M | 29.9K | 0.43% | Added(+6.0%) |
| 19 | J JOHNSON & JOHNSON | $4.3M | 16.2K | 0.40% | Added(+2.4%) |
| 20 | V VANGUARD WORLD FD | $4.1M | 32.8K | 0.38% | Unchanged |
| 21 | A BROADCOM INC | $4M | 11.3K | 0.37% | Added(+13.6%) |
| 22 | E ISHARES TR | $3.5M | 48.5K | 0.32% | Trimmed(-0.2%) |
| 23 | T VANGUARD INDEX FDS | $3.3M | 9.9K | 0.31% | Trimmed(-2.2%) |
| 24 | S STATE STR SPDR S&P 500 ETF T | $3.2M | 4.1K | 0.29% | Trimmed(-3.0%) |
| 25 | R RAYMOND JAMES FINL INC | $3.1M | 19.9K | 0.29% | Added(+4.1%) |
| 26 | F FIRST TR EXCHANGE-TRADED FD | $3.1M | 64.5K | 0.29% | Trimmed(0.0%) |
| 27 | V VANGUARD INDEX FDS | $3.1M | 8.2K | 0.29% | Added(+4.0%) |
| 28 | N NVIDIA CORPORATION | $3M | 13.1K | 0.28% | Added(+30.7%) |
| 29 | F FIRST TR EXCHNG TRADED FD VI | $2.8M | 76.0K | 0.26% | Added(+1.8%) |
| 30 | M MCKESSON CORP | $2.8M | 3.3K | 0.26% | Trimmed(-0.0%) |
| 31 | T THERMO FISHER SCIENTIFIC INC | $2.7M | 4.1K | 0.26% | Added(+2.6%) |
| 32 | C CHEVRON CORPORATION | $2.7M | 13.2K | 0.25% | Added(+7.5%) |
| 33 | V VANGUARD INDEX FDS | $2.7M | 12.4K | 0.25% | Added(+8.8%) |
| 34 | N NEXTERA ENERGY INC | $2.7M | 35.2K | 0.25% | Added(+1.8%) |
| 35 | P PROCTER & GAMBLE CO | $2.5M | 17.2K | 0.23% | Trimmed(-1.3%) |
| 36 | E ISHARES TR | $2.4M | 52.2K | 0.22% | Added(+5.6%) |
| 37 | M MOTOROLA SOLUTIONS INC | $2.3M | 5.3K | 0.22% | Added(+0.1%) |
| 38 | F FIRST TR EXCHANGE-TRADED FD | $2.3M | 124.9K | 0.21% | Unchanged |
| 39 | E EATON CORP PLC | $2.3M | 5.3K | 0.21% | Added(+31.4%) |
| 40 | C SALESFORCE INC | $2.2M | 9.7K | 0.21% | Trimmed(-3.4%) |
| 41 | K COCA COLA CO | $2.1M | 24.2K | 0.19% | Added(+4.9%) |
| 42 | V VANGUARD INDEX FDS | $2M | 5.8K | 0.19% | Added(+0.0%) |
| 43 | A ABBOTT LABORATORIES | $2M | 20.4K | 0.19% | Added(+0.6%) |
| 44 | M MARATHON PETE CORP | $2M | 5.1K | 0.19% | Added(+8.1%) |
| 45 | A AMERICAN EXPRESS CO | $2M | 6.4K | 0.18% | Unchanged |
| 46 | G ALPHABET INC | $1.9M | 5.5K | 0.18% | Added(+9.2%) |
| 47 | C COLGATE PALMOLIVE CO | $1.8M | 21.7K | 0.17% | Added(+0.7%) |
| 48 | A ADVANCED MICRO DEVICES INC | $1.8M | 2.9K | 0.16% | Trimmed(-2.2%) |
| 49 | U UNION PAC CORP | $1.8M | 6.5K | 0.16% | Added(+36.1%) |
| 50 | E ISHARES TR | $1.7M | 12.5K | 0.16% | Trimmed(-5.3%) |