Center for Financial Planning, Inc.

Registered adviser

CIK

1803557

Location

SOUTHFIED, MI

Portfolio Value

Mid $1,072,309,150

Diversification

Highly concentrated

Filing Date

Global Rank

#2,420 / 8,821 ▼ 66 · as of Jun 2026

Top Industry

Software - Infrastructure 8.8%

Period ended 33 days ago

Filed Oct 26, 2026 · 7d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 109599

Roster of Oct 1, 2026

Regulatory AUM

$1,969,959,576

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,969,959,576	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$1,711,817,929	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$1,558,325,820	Individuals and high net worth (99%)
May 2023 to Mar 2024	$1,311,417,733	Individuals and high net worth (99%)
Apr 2023	$1,311,417,733	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$1,443,669,806	Individuals and high net worth (100%)

4 earlier changes not shown.

Stated strategy

Fundamental active, Multi-asset, Fixed income / rates, Wealth management / planning Form ADV Part 2A, Sep 11, 2026 · original

In the firm's words

Fundamental active: Security analysis methods include charting, fundamental analysis, technical analysis, and cyclical analysis.
Multi-asset: Our primary investment strategy used in client accounts is diversification through strategic asset allocation.
Fixed income / rates: We utilize stocks, bonds, cash, actively managed mutual funds and exchange traded funds as our core investment vehicles to build a globally diversified portfolio.
Wealth management / planning: Our investment strategy for a specific client is based upon the objectives stated by the client during the financial planning process.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.7% of the book (60%+)

Turnover

Low turnover

9.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.9 quarters (12+), a floor since 88.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 78.6%; sector active share 70.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

833 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

50.6%

+0.2 pts

Top 5

81.1%

−0.4 pts

Top 10

85.1%

−0.6 pts

HHI

2,946

Highly concentrated+15

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.1%	$901,366,214	200
Technology	4.7%	$49,985,230	105
Financial Services	2.6%	$27,853,656	101
Healthcare	2.4%	$25,729,742	75
Industrials	1.7%	$18,015,972	81
Consumer Cyclical	1.4%	$14,783,620	76
Consumer Defensive	1.2%	$12,709,915	31
Communication Services	0.6%	$6,172,238	29
Energy	0.6%	$6,005,053	34
Utilities	0.5%	$5,245,665	31
Basic Materials	0.2%	$2,230,566	35
Real Estate	0.2%	$2,211,279	35

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+73,844	1,741,059	$87,418,572
AGG	iShares Core U.S. Aggregate Bond ETF	+39,959	1,123,795	$106,243,579
BUFD	FT Vest Laddered Deep Buffer ETF	+16,753	43,900	$1,333,243
VO	VANGUARD MID-CAP INDEX FUND	+14,927	693,198	$54,360,587
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+12,389	13,020	$913,353
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+12,196	604,383	$35,845,955
ADMA	Adma Biologics, Inc.	+5,000	6,500	$65,195
F	Ford Motor Co	+3,832	57,739	$696,332
NVDA	Nvidia Corp	+3,073	13,097	$2,991,092
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+2,752	52,168	$2,360,602
FRDM	Freedom 100 Emerging Markets ETF	+2,747	5,347	$374,076
HBAN	Huntington Bancshares Inc	+2,406	24,128	$368,193
VUG	VANGUARD GROWTH INDEX FUND	+2,320	55,329	$4,985,696
SPCX	Space Exploration Technologies Corp	+2,158	2,688	$405,511
UWMC	UWM Holdings Corp	+2,126	4,262	$5,029
WMT	Walmart Inc.	+2,079	13,886	$1,443,033
INTC	Intel Corp	+1,919	3,168	$380,888
WFC	Wells Fargo & Company	+1,797	4,349	$348,137
VOO	VANGUARD 500 INDEX FUND	+1,777	550,994	$386,169,654
MAS	Masco Corp	+1,735	2,252	$151,784
UNP	Union Pacific Corp	+1,719	6,483	$1,764,218
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+1,684	29,878	$4,638,559
APH	Amphenol Corp	+1,551	3,086	$260,149
SLV	iShares Silver Trust	+1,500	2,000	$109,020
JCI	Johnson Controls International plc	+1,471	5,362	$797,061
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VG	Venture Global, Inc.	−5,792	700	$8,848
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−3,531	21,318	$1,009,620
MUB	iShares National Muni Bond ETF	−2,678	843	$85,227
ZTS	Zoetis Inc.	−2,138	229	$15,991
ARQQ	Arqit Quantum Inc.	−1,862	956	$23,001
IEFA	iShares Core MSCI EAFE ETF	−1,735	431,929	$41,845,281
HGTY	Hagerty, Inc.	−1,500	3	$40
NVO	Novo Nordisk A S	−1,435	1,644	$62,324
WTAI	WisdomTree Artificial Intelligence and Innovation Fund	−1,190	814	$35,563
BBY	Best Buy Co Inc	−1,184	975	$86,034
HYD	VanEck High Yield Muni ETF	−1,088	708	$34,005
CHPT	ChargePoint Holdings, Inc.	−1,000	1,000	$10,080
UNM	Unum Group	−979	308	$27,020
CMCSA	Comcast Corp	−906	3,101	$67,477
MRK	Merck & Co., Inc.	−894	10,539	$1,531,422
QUAL	iShares MSCI USA Quality Factor ETF	−771	89,048	$19,790,027
VB	Vanguard Index Funds	−718	256,422	$72,949,494
VEA	Vanguard FTSE Developed Markets ETF	−718	14,144	$998,707
RGEN	Repligen Corp	−714	41	$7,881
IJR	iShares Core S&P Small-Cap ETF	−703	12,485	$1,698,459
PDM	Piedmont Realty Trust, Inc.	−700	56	$498
MDT	Medtronic plc	−696	625	$53,931
PRF	Victory Portfolios II	−652	18,871	$0
NGL	NGL Energy Partners LP	−600	200	$2,948
UBER	Uber Technologies, Inc	−588	2,995	$205,187
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	3,487	$1,145,514
PWR	Quanta Services, Inc.	467	$300,052
KLAC	Kla Corp	1,517	$295,708
ESGV	VANGUARD ESG U.S. STOCK ETF	1,963	$266,045
UCON	First Trust Smith Unconstrained Bond ETF	11,083	$263,165
WELL	Welltower Inc.	891	$205,143
WCN	Waste Connections, Inc.	1,300	$200,109
TBIL	F/m US Treasury 3 Month Bill Fund	3,964	$197,605
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	2,152	$148,853
ORLY	O Reilly Automotive Inc	1,713	$146,307
LH	Labcorp Holdings Inc.	462	$142,346
CDW	CDW Corp	1,072	$137,387
MCHP	Microchip Technology Inc	1,736	$135,008
WINN	Harbor Long-Term Growers ETF	3,768	$129,280
LIN	Linde PLC	270	$128,155
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	1,570	$127,279
INOD	Innodata Inc	1,670	$109,819
MOAT	VanEck Morningstar Wide Moat ETF	1,022	$108,035
DGRO	iShares Core Dividend Growth ETF	1,394	$105,093
NRG	Nrg Energy, Inc.	1,076	$102,919
PAYP	PayPay Corp	6,543	$102,725
TBG	TBG Dividend Focus ETF	2,740	$98,914
STRL	Sterling Infrastructure, Inc.	197	$96,880
APP	AppLovin Corp	321	$93,228
MTZ	Mastec Inc	400	$85,448
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BRK-A	Berkshire Hathaway Inc	19	$14,228,150
GOOG	Alphabet Inc.	19,567	$6,913,608
XOM	ExxonMobil Holdings Corp	14,900	$2,037,128
QSPT	FT Vest Nasdaq-100 Buffer ETF - September	17,965	$625,900
ESS	Essex Property Trust, Inc.	350	$102,056
GL	Globe Life Inc.	354	$63,252
CHEF	Chefs' Warehouse, Inc.	550	$52,855
JPRE	JPMorgan Realty Income ETF	981	$51,188
APO	Apollo Global Management, Inc.	372	$44,011
WEC	Wec Energy Group, Inc.	333	$38,884
KF	Korea Fund Inc	500	$37,605
ENR	Energizer Holdings, Inc.	1,542	$33,060
—		85	$30,135
—		2,000	$19,720
SKYD	Skydance Corp	1,856	$18,301
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	207	$13,918
P	Everpure, Inc.	170	$13,394
—		60	$12,302
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	132	$10,909
SPOT	Spotify Technology S.A.	22	$10,100
OKTA	Okta, Inc.	74	$10,097
ILMN	Illumina, Inc.	55	$9,670
IVE	iShares S&P 500 Value ETF	22	$4,995
TEVA	Teva Pharmaceutical Industries Ltd	100	$3,388
SNAP	Snap Inc	560	$2,486
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

833 tracked positions · $1,072,309,150 total · filing declares 836 positions · $1,075,674,317 · as of Sep 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 833 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	550,994	+1,777	$386,169,654	+2.4%	36.01%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	1,123,795	+39,959	$106,243,579	−1.0%	9.91%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	1,741,059	+73,844	$87,418,572	+4.1%	8.15%
VB	Vanguard Index Funds	Reduced	256,422	-718	$72,949,494	−6.4%	6.80%
VO	VANGUARD MID-CAP INDEX FUND	Added	693,198	+14,927	$54,360,587	−0.5%	5.07%
IEFA	iShares Core MSCI EAFE ETF	Reduced	431,929	-1,735	$41,845,281	−0.1%	3.90%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	604,383	+12,196	$35,845,955	+1.4%	3.34%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	89,048	-771	$19,790,027	+0.4%	1.85%
MSFT	Microsoft Corp Technology	Added	27,012	+647	$13,854,454	+40.9%	1.29%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	55,487	-528	$12,819,161	−5.8%	1.20%
VXUS	Vanguard Total International Stock ETF	Reduced	131,160	-38	$11,143,353	−0.6%	1.04%
AAPL	Apple Inc. Technology	Added	32,551	+550	$10,840,134	+17.1%	1.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,562	+308	$7,749,097	+1.5%	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,804	+584	$6,429,066	+7.0%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,630	+1,357	$6,163,362	+9.0%	0.57%
VUG	VANGUARD GROWTH INDEX FUND	Added	55,329	+2,320	$4,985,696	+9.2%	0.46%
ABBV	AbbVie Inc. Healthcare	Added	17,893	+493	$4,680,629	+6.9%	0.44%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	29,878	+1,684	$4,638,559	+6.6%	0.43%
JNJ	Johnson & Johnson Healthcare	Added	16,174	+380	$4,281,904	+6.7%	0.40%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	32,791	0	$4,120,844	+5.1%	0.38%
AVGO	Broadcom Inc. Technology	Added	11,332	+1,352	$3,979,685	+5.6%	0.37%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	48,535	-119	$3,492,093	−6.9%	0.33%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	9,877	-222	$3,336,746	−9.7%	0.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,133	-128	$3,151,949	−0.9%	0.29%
RJF	Raymond James Financial Inc Financial Services	Added	19,900	+776	$3,144,598	+8.2%	0.29%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	64,521	-1	$3,126,687	−2.7%	0.29%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,246	+315	$3,085,983	+5.2%	0.29%
NVDA	Nvidia Corp Technology	Added	13,097	+3,073	$2,991,092	+49.1%	0.28%
BUFR	FT Vest Laddered Buffer ETF	Added	76,038	+1,360	$2,849,143	+4.4%	0.27%
MCK	Mckesson Corp Healthcare	Reduced	3,276	-1	$2,797,081	+13.0%	0.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,072	+105	$2,748,803	+38.2%	0.26%
CVX	Chevron Corp Energy	Added	13,179	+921	$2,691,283	+32.5%	0.25%
VTV	VANGUARD VALUE INDEX FUND	Added	12,401	+1,007	$2,679,608	+7.9%	0.25%
NEE	Nextera Energy Inc Utilities	Added	35,156	+613	$2,662,715	−12.2%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,243	-229	$2,505,063	−2.2%	0.23%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	52,168	+2,752	$2,360,602	+0.8%	0.22%
MSI	Motorola Solutions, Inc. Technology	Added	5,258	+5	$2,344,910	+7.5%	0.22%
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	Held	124,915	0	$2,295,937	−2.5%	0.21%
ETN	Eaton Corp plc Industrials	Added	5,308	+1,267	$2,280,900	+32.5%	0.21%
CRM	Salesforce, Inc. Technology	Reduced	9,706	-345	$2,228,206	+41.5%	0.21%
KO	Coca Cola Co Consumer Defensive	Added	24,220	+1,123	$2,084,857	+11.1%	0.19%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	5,780	+1	$2,033,693	+2.3%	0.19%
ABT	Abbott Laboratories Healthcare	Added	20,440	+120	$2,020,085	+9.6%	0.19%
MPC	Marathon Petroleum Corp Energy	Added	5,064	+381	$2,002,406	+67.2%	0.19%
AXP	American Express Co Financial Services	Held	6,414	0	$1,950,497	−10.1%	0.18%
GOOGL	Alphabet Inc. Communication Services	Added	5,486	+462	$1,887,622	+5.1%	0.18%
CL	Colgate Palmolive Co Consumer Defensive	Added	21,661	+149	$1,848,116	−6.3%	0.17%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,897	-66	$1,772,268	+3.0%	0.17%
UNP	Union Pacific Corp Industrials	Added	6,483	+1,719	$1,764,218	+36.1%	0.16%
IJR	iShares Core S&P Small-Cap ETF	Reduced	12,485	-703	$1,698,459	−13.2%	0.16%

Showing the top 50 of 833 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.