Center For Financial Planning, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $869 Million distributed in 647 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 $304M, Ishares Core U.S. Aggregate Bo with a value of $95.7M, Ishares Tr with a value of $91.8M, Vanguard Small Cap ETF with a value of $62.2M, and Vanguard Mid Cap ETF with a value of $39.8M.
Examining the 13F form we can see an increase of $88.1M in the current position value, from $781M to 869M.
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.
