Center For Financial Planning, Inc. Portfolio Holdings

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025

Center For Financial Planning, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $932 Million distributed in 662 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $329M, Ishares Core U.S. Aggregate Bo with a value of $100M, Ishares Tr with a value of $95.3M, Vanguard Small Cap ETF with a value of $64.5M, and Vanguard Mid Cap ETF with a value of $43.7M.

Examining the 13F form we can see an increase of $63.3M in the current position value, from $869M to 932M.

Center For Financial Planning, Inc. is based out at Southfied, MI

Below you can find more details about Center For Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $932 Million
ETFs: $764 Million
Financial Services: $40.8 Million
Technology: $37.4 Million
Healthcare: $22.3 Million
Consumer Cyclical: $14.6 Million
Industrials: $12.5 Million
Consumer Defensive: $12.4 Million
Communication Services: $10.5 Million
Other: $14.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$329 Million 35.32% of portfolio
537,881
Q3 2025 Added 0.63%
$0
$100 Million 10.74% of portfolio
999,011
Q3 2025 Added 3.58%
$0
$95.3 Million 10.22% of portfolio
1,091,871
Q3 2025 Reduced 0.66%
$0
$64.5 Million 6.92% of portfolio
253,691
Q3 2025 Reduced 3.35%
$0
$43.7 Million 4.69% of portfolio
148,743
Q3 2025 Added 4.58%
$0
$30.7 Million 3.29% of portfolio
566,182
Q3 2025 Added 0.26%
$0
$18.3 Million 1.96% of portfolio
94,205
Q3 2025 Reduced 0.92%
$453B
$14.3 Million 1.54% of portfolio
19
Q4 2019 New
$3.78T
$12.4 Million 1.33% of portfolio
23,884
Q3 2025 Added 0.13%
$0
$12.1 Million 1.3% of portfolio
58,024
Q3 2025 Reduced 0.89%
$0
$9.91 Million 1.06% of portfolio
134,845
Q3 2025 Reduced 1.27%
$4.3T
$8.19 Million 0.88% of portfolio
32,168
Q3 2025 Added 14.6%
$662B
$7.22 Million 0.77% of portfolio
14,361
Q3 2025 Added 2.28%
$2.39T
$5.57 Million 0.6% of portfolio
25,374
Q3 2025 Added 4.04%
$881B
$5.45 Million 0.58% of portfolio
17,271
Q3 2025 Added 1.53%
$1.74T
$4.76 Million 0.51% of portfolio
19,542
Q3 2025 Reduced 0.26%
$414B
$4.2 Million 0.45% of portfolio
18,141
Q3 2025 Added 6.56%
$0
$3.44 Million 0.37% of portfolio
69,046
Q3 2025 Added 6.22%
$0
$3.31 Million 0.36% of portfolio
4,974
Q3 2025 Reduced 0.12%
$0
$3.31 Million 0.36% of portfolio
11,135
Q3 2025 Reduced 5.11%
$34.1B
$3.33 Million 0.36% of portfolio
19,281
Q3 2025 Reduced 1.28%
$139B
$3.27 Million 0.35% of portfolio
9,921
Q3 2025 Added 3.75%
$0
$3.23 Million 0.35% of portfolio
49,547
Q3 2025 Reduced 1.63%
$0
$3.15 Million 0.34% of portfolio
164,066
Q3 2025 Added 8.04%
$346B
$2.99 Million 0.32% of portfolio
19,444
Q3 2025 Added 4.01%
$0
$2.92 Million 0.31% of portfolio
3,909
Q1 2025 Reduced 1.41%
$522B
$2.91 Million 0.31% of portfolio
15,703
Q3 2025 Added 6.81%
$0
$2.77 Million 0.3% of portfolio
19,434
Q3 2025 Added 29.57%
$168B
$2.72 Million 0.29% of portfolio
36,021
Q3 2025 Added 3.13%
$0
$2.58 Million 0.28% of portfolio
77,342
Q3 2025 Added 6.34%
$0
$2.52 Million 0.27% of portfolio
7,678
Q3 2025 Added 1.27%
$121B
$2.53 Million 0.27% of portfolio
3,277
Q2 2025 Added 0.89%
$228B
$2.37 Million 0.25% of portfolio
17,660
Q3 2025 Added 3.8%
$255B
$2.2 Million 0.24% of portfolio
6,614
Q3 2025 Reduced 0.75%
$63.4B
$2.23 Million 0.24% of portfolio
4,868
Q3 2025 Reduced 6.33%
$0
$2.14 Million 0.23% of portfolio
11,487
Q3 2025 Added 2.5%
$0
$2.11 Million 0.23% of portfolio
44,005
Q3 2025 Reduced 7.16%
$367B
$2.02 Million 0.22% of portfolio
4,989
Q3 2025 Added 2.76%
$222B
$1.92 Million 0.21% of portfolio
3,967
Q2 2025 Reduced 0.35%
$303B
$1.95 Million 0.21% of portfolio
12,535
Q3 2025 Reduced 0.85%
$204B
$1.89 Million 0.2% of portfolio
13,429
Q3 2025 Added 10.05%
$136B
$1.87 Million 0.2% of portfolio
5,050
Q1 2025 Added 1.26%
$0
$1.78 Million 0.19% of portfolio
5,769
Q3 2025 Added 0.49%
$65.7B
$1.73 Million 0.19% of portfolio
21,612
Q4 2024 Added 0.46%
$490B
$1.74 Million 0.19% of portfolio
15,465
Q3 2025 Added 7.11%
$237B
$1.74 Million 0.19% of portfolio
7,362
Q1 2025 Added 0.16%
$224B
$1.6 Million 0.17% of portfolio
5,270
Q3 2025 Added 6.08%
$140B
$1.61 Million 0.17% of portfolio
4,315
Q3 2025 Added 4.86%
$0
$1.6 Million 0.17% of portfolio
13,431
Q3 2025 Reduced 2.79%

Summary

  • Portfolio
  • No. of Stocks 662
  • Current Value $932 Million
  • Prior Value $869 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 56 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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