Center for Financial Planning, Inc.

CIK

1803557

Location

SOUTHFIED, MI

Portfolio Value

Small $157,629,597

Diversification

Diversified

Filing Date

Global Rank

#5,120 / 8,700 ▼ 2723

Top Industry

Drug Manufacturers - General 8.0%

Period ended 3 months ago

Filed Jul 21, 2026 · 55d

26 quarters · since Mar 2020

Portfolio Concentration

492 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

−40.3 pts

Top 5

24.4%

−55.7 pts

Top 10

36.0%

−48.6 pts

HHI

199

Diversified−2,437

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$39,589,011	81
Financial Services	16.8%	$26,437,991	75
Healthcare	14.8%	$23,350,526	59
Consumer Cyclical	9.5%	$14,989,549	56
Industrials	9.4%	$14,793,196	60
Consumer Defensive	7.8%	$12,340,591	25
Energy	4.2%	$6,607,214	28
Utilities	3.5%	$5,566,222	26
Communication Services	3.5%	$5,458,094	30
Unclassified	3.3%	$5,207,701	11
Real Estate	1.1%	$1,754,707	24
Basic Materials	1.0%	$1,534,795	17

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCI	Service Corp International	+3,075	3,224	$244,895
ABT	Abbott Laboratories	+2,660	20,320	$1,843,836
PRCT	PROCEPT BioRobotics Corp	+1,692	3,732	$84,268
EW	Edwards Lifesciences Corp	+1,100	3,816	$345,195
DXCM	Dexcom Inc	+1,095	3,825	$257,613
APLD	Applied Digital Corp.	+838	2,375	$88,587
NU	Nu Holdings Ltd.	+768	4,555	$60,854
VG	Venture Global, Inc.	+700	6,492	$72,255
USAR	USA Rare Earth, Inc.	+585	3,088	$66,639
CRM	Salesforce, Inc.	+581	10,051	$1,574,589
CACC	Credit Acceptance Corp	+500	670	$426,615
FITB	Fifth Third Bancorp	+449	987	$55,637
LULU	lululemon athletica inc.	+418	1,925	$219,796
OMC	Omnicom Group Inc.	+417	10,235	$745,415
AMZN	Amazon Com Inc	+415	25,220	$6,010,934
OWL	Blue Owl Capital Inc.	+395	4,795	$41,956
RGTI	Rigetti Computing, Inc.	+380	4,592	$88,717
ADBE	Adobe Inc.	+365	2,371	$486,102
ADM	Archer-Daniels-Midland Co	+350	634	$48,437
QBTS	D-Wave Quantum Inc.	+333	3,978	$95,432
CRWV	CoreWeave, Inc.	+294	790	$78,636
VZ	Verizon Communications Inc	+277	12,186	$515,955
RTX	RTX Corp	+270	3,291	$624,401
RGEN	Repligen Corp	+261	755	$103,012
CARR	CARRIER GLOBAL Corp	+241	1,512	$110,905
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−19,542	5,024	$1,795,426
CMCSA	Comcast Corp	−6,074	4,007	$98,371
DAL	Delta Air Lines, Inc.	−5,175	6,797	$636,607
GIS	General Mills Inc	−2,480	8,500	$295,800
BBY	Best Buy Co Inc	−2,160	2,159	$163,824
AAL	American Airlines Group Inc.	−2,000	530	$9,577
USB	US Bancorp \De\	−1,972	2,755	$166,402
UWMC	UWM Holdings Corp	−1,941	2,136	$4,891
DD	DuPont de Nemours, Inc.	−1,021	507	$68,769
O	Realty Income Corp	−1,017	6,205	$384,461
DTE	Dte Energy Co	−968	6,545	$997,261
PG	PROCTER & GAMBLE Co	−962	17,472	$2,562,094
F	Ford Motor Co	−959	53,907	$749,307
STE	STERIS plc	−898	64	$13,476
WMT	Walmart Inc.	−868	11,807	$1,337,260
NVDA	Nvidia Corp	−768	10,024	$2,005,702
DVN	Devon Energy Corp/De	−746	1,030	$42,559
FIS	Fidelity National Information Services, Inc.	−740	3,980	$154,742
STT	State Street Corp	−725	800	$135,680
OKTA	Okta, Inc.	−721	74	$10,097
NFLX	Netflix Inc	−700	4,850	$346,290
XOM	ExxonMobil Holdings Corp	−696	14,900	$2,037,128
PYPL	PayPal Holdings, Inc.	−677	960	$41,452
NEE	Nextera Energy Inc	−666	34,543	$3,031,839
XYZ	Block, Inc.	−640	917	$69,692
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
NXST	Nexstar Media Group, Inc.	605	$108,046
SPCX	Space Exploration Technologies Corp	530	$90,555
ARQQ	Arqit Quantum Inc.	2,818	$83,750
CPA	Copa Holdings, S.A.	516	$80,274
ONDS	Ondas Inc.	9,603	$79,128
BILI	Bilibili Inc.	4,338	$73,876
MP	MP Materials Corp. / DE	1,266	$70,908
DASH	DoorDash, Inc.	345	$63,662
IONQ	IonQ, Inc.	1,125	$59,917
XNDU	Xanadu Quantum Technologies Ltd	4,550	$55,100
RVT	Royce Small-Cap Trust, Inc.	2,756	$50,903
ASTS	AST SpaceMobile, Inc.	537	$47,717
INFQ	Infleqtion, Inc.	2,544	$33,886
HONA	Honeywell Aerospace Inc.	117	$25,833
TM	Toyota Motor Corp/	100	$16,842
RKLB	Rocket Lab Corp	40	$4,066
BFLY	Butterfly Network, Inc.	344	$2,896
CLNE	Clean Energy Fuels Corp.	500	$1,025
AEP	American Electric Power Co Inc	3	$410
SUI	Sun Communities Inc	3	$359
SNDL	SNDL Inc.	25	$33
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	1,068,458	$426,735,429
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,767,547	$176,907,053
CWI	State Street SPDR MSCI ACWI ex-US ETF	1,611,462	$73,563,240
VEU	Vanguard FTSE All-World Ex-US ETF	609,396	$35,671,930
VXUS	Vanguard Total International Stock ETF	131,262	$10,121,612
CAAA	First Trust AAA CMBS ETF	198,281	$5,808,635
AFGR	First Trust Active Factor Large Cap Growth ETF	125,011	$4,053,711
EDV	Vanguard World Funds Extended Duration ETF	12,679	$2,081,880
DCOR	Dimensional US Core Equity 1 ETF	28,217	$1,693,503
VIG	Vanguard Dividend Appreciation ETF	7,032	$1,259,075
VCRM	Vanguard Core Tax-Exempt Bond ETF	24,849	$1,239,716
ABI	VictoryShares Pioneer Asset-Based Income ETF	21,791	$1,039,739
VEA	Vanguard FTSE Developed Markets ETF	15,152	$970,940
—		4,628	$910,542
FNDA	Schwab Fundamental U.S. Small Company ETF	25,378	$761,738
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	7,191	$638,679
BKF	iShares MSCI BIC ETF	5,712	$621,492
EVSD	Eaton Vance Short Duration Income ETF	9,810	$499,721
VIGI	Vanguard International Dividend Appreciation ETF	2,182	$306,094
CVY	Invesco Zacks Multi-Asset Income ETF	4,937	$243,963
—		3,494	$224,838
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,538	$170,379
AAAA	Amplius Aggressive Asset Allocation ETF	2,600	$142,090
AGNG	Global X Funds Global X Aging Population ETF	1,783	$140,161
VFMF	Vanguard U.S. Multifactor ETF	900	$134,309
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

492 tracked positions · $157,629,597 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 492 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	26,365	-98	$9,834,672	+0.4%	6.24%
AAPL	Apple Inc. Technology	Added	32,001	+173	$9,259,809	+14.6%	5.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,254	+121	$7,632,949	−63.5%	4.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,220	+415	$6,010,934	+16.4%	3.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,273	-82	$5,653,971	+10.8%	3.59%
ABBV	AbbVie Inc. Healthcare	Held	17,400	0	$4,378,536	+15.7%	2.78%
JNJ	Johnson & Johnson Healthcare	Reduced	15,794	-120	$4,011,202	+3.1%	2.54%
AVGO	Broadcom Inc. Technology	Added	9,980	+228	$3,769,945	+24.9%	2.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,261	-91	$3,181,986	+12.4%	2.02%
NEE	Nextera Energy Inc Utilities	Reduced	34,543	-666	$3,031,839	−7.3%	1.92%
RJF	Raymond James Financial Inc Financial Services	Held	19,124	0	$2,907,421	+5.0%	1.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,472	-962	$2,562,094	−3.8%	1.63%
MCK	Mckesson Corp Healthcare	Held	3,277	0	$2,476,101	−12.7%	1.57%
MSI	Motorola Solutions, Inc. Technology	Added	5,253	+117	$2,181,518	−2.1%	1.38%
AXP	American Express Co Financial Services	Held	6,414	0	$2,169,535	+11.8%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,900	-696	$2,037,128	−23.0%	1.29%
CVX	Chevron Corp Energy	Reduced	12,258	-50	$2,031,886	−20.2%	1.29%
NVDA	Nvidia Corp Technology	Reduced	10,024	-768	$2,005,702	+6.6%	1.27%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	3,967	0	$1,988,895	+2.0%	1.26%
CL	Colgate Palmolive Co Consumer Defensive	Held	21,512	0	$1,972,220	+7.6%	1.25%
KO	Coca Cola Co Consumer Defensive	Reduced	23,097	-322	$1,877,093	+5.4%	1.19%
ABT	Abbott Laboratories Healthcare	Added	20,320	+2,660	$1,843,836	+1.7%	1.17%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,299	-30	$1,800,684	−13.0%	1.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,024	-19,542	$1,795,426	−74.5%	1.14%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,903	-32	$1,729,190	+6.5%	1.10%
ETN	Eaton Corp plc Industrials	Reduced	4,041	-289	$1,721,950	+11.2%	1.09%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,963	-550	$1,721,236	+140.9%	1.09%
SYK	Stryker Corp Healthcare	Held	5,070	0	$1,596,238	−4.2%	1.01%
CRM	Salesforce, Inc. Technology	Added	10,051	+581	$1,574,589	−10.9%	1.00%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,433	-44	$1,469,140	+6.4%	0.93%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,300	0	$1,432,643	−13.0%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,807	-868	$1,337,260	−15.1%	0.85%
QQQ	Invesco Qqq Trust, Series 1	Added	1,786	+1	$1,315,210	+27.7%	0.83%
UNP	Union Pacific Corp Industrials	Added	4,764	+8	$1,295,808	+12.3%	0.82%
MMM	3M Co Industrials	Held	7,407	0	$1,199,267	+11.5%	0.76%
MPC	Marathon Petroleum Corp Energy	Reduced	4,683	-290	$1,197,302	−1.4%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	995	+80	$1,193,432	+41.8%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,772	-180	$1,165,903	+6.2%	0.74%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,595	-283	$1,127,028	+47.0%	0.71%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,810	-135	$1,051,087	+6.9%	0.67%
ITW	Illinois Tool Works Inc Industrials	Held	3,819	0	$1,032,924	+3.9%	0.66%
GEV	GE Vernova Inc. Industrials	Reduced	879	-47	$1,032,701	+27.8%	0.66%
DTE	Dte Energy Co Utilities	Reduced	6,545	-968	$997,261	−9.2%	0.63%
EMR	Emerson Electric Co Industrials	Held	6,213	0	$889,390	+9.3%	0.56%
IBM	International Business Machines Corp Technology	Reduced	3,124	-23	$878,500	+15.2%	0.56%
AMT	American Tower Corp /Ma/ Real Estate	Added	5,238	+172	$856,779	−2.0%	0.54%
ADI	Analog Devices Inc Technology	Reduced	2,093	-400	$831,276	+4.8%	0.53%
TT	Trane Technologies plc Industrials	Held	1,527	0	$750,001	+17.9%	0.48%
F	Ford Motor Co Consumer Cyclical	Reduced	53,907	-959	$749,307	+18.3%	0.48%
OMC	Omnicom Group Inc. Communication Services	Added	10,235	+417	$745,415	+0.8%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.