Latest Center for Financial Planning, Inc. Stock Portfolio

Center for Financial Planning, Inc. Performance:

2025 Q4: 1.2%YTD: 12.76%2024: 13.29%

Performance for 2025 Q4 is 1.2%, and YTD is 12.76%, and 2024 is 13.29%.

About Center for Financial Planning, Inc. and 13F Hedge Fund Stock Holdings

Center for Financial Planning, Inc. is a hedge fund based in Southfield, MI. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Center for Financial Planning, Inc. reported an equity portfolio of $961.1 Millions as of 31 Dec, 2025.

The top stock holdings of Center for Financial Planning, Inc. are VB, IJR, IBCE. The fund has invested 35.3% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in ISHARES TR.

The fund managers got completely rid off AGREE RLTY CORP (ADC), VANGUARD ADMIRAL FDS INC (IVOG) and ALIGN TECHNOLOGY INC (ALGN) stocks. They significantly reduced their stock positions in AURORA CANNABIS INC (ACB), PALANTIR TECHNOLOGIES INC (PLTR) and ISHARES TR (IJR). Center for Financial Planning, Inc. opened new stock positions in ENTERGY CORP NEW (ETR), GLOBAL X FDS (BITS) and FEDEX CORP (FDX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), WELLS FARGO CO NEW (WFC) and SOFI TECHNOLOGIES INC (SOFI).

Center for Financial Planning, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Center for Financial Planning, Inc. made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 12.76%.

Performance
S&P 500

New Buys

Ticker	$ Bought
entergy corp new	292,449
global x fds	112,524
fedex corp	57,772
procept biorobotics corp	40,206
applied digital corp	37,688
qnity electronics inc	35,273
coreweave inc	33,944
usa rare earth inc	28,453

New stocks bought by Center for Financial Planning, Inc.

Additions

Ticker	% Inc.
spdr series trust	11,000
wells fargo co new	3,370
sofi technologies inc	825
netflix inc	793
blackberry ltd	501
servicenow inc	400
american airls group inc	377
ishares tr	244

Additions to existing portfolio by Center for Financial Planning, Inc.

Reductions

Ticker	% Reduced
palantir technologies inc	-89.43
synchrony financial	-87.23
nuveen mun value fd inc	-85.2
public svc enterprise grp in	-79.45
vanguard index fds	-70.81
eaton vance natl mun opport	-66.67
mfs mun income tr	-50.00
comerica inc	-43.77

Center for Financial Planning, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Center for Financial Planning, Inc.

Sector Distribution

Center for Financial Planning, Inc. has about 85.1% of it's holdings in Others sector.

Sector	%
Others	85.1
Technology	3.8
Healthcare	2.4
Financial Services	2
Consumer Cyclical	1.5
Industrials	1.3
Consumer Defensive	1.3
Communication Services	1.2

Market Cap. Distribution

Center for Financial Planning, Inc. has about 14.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.1
MEGA-CAP	8
LARGE-CAP	6.5

Stocks belong to which Index?

About 14.4% of the stocks held by Center for Financial Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.4
S&P 500	14.4

Top 5 Winners (%)		%
AXGN	axogen inc	83.5 %
CSIQ	canadian solar inc	80.3 %
COHR	coherent corp	71.3 %
NGL	ngl energy partners lp	66.7 %
RENT	rent the runway inc	59.7 %

Top 5 Winners ($)		$
VB	vanguard index fds	8.0 M
IBCE	ishares tr	2.4 M
GOOG	alphabet inc	1.4 M
VB	vanguard index fds	0.9 M
AAPL	apple inc	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-75.0 %
SMR	nuscale pwr corp	-60.6 %
BYND	beyond meat inc	-56.6 %
LCID	lucid group inc	-55.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.0 M
MSFT	microsoft corp	-0.8 M
VB	vanguard index fds	-0.6 M
NOW	servicenow inc	-0.5 M
IJR	ishares tr	-0.4 M

Center for Financial Planning, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Center for Financial Planning, Inc.

Center for Financial Planning, Inc. has 700 stocks in it's portfolio. About 77.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Center for Financial Planning, Inc. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.00	2,530	38,785	added	377

AAPL	apple inc	0.90	32,000	8,699,420	reduced	-0.52

AAXJ	ishares tr	0.04	5,941	424,247	reduced	-21.94

AAXJ	ishares tr	0.04	3,521	377,135	unchanged	0.00

AAXJ	ishares tr	0.00	110	12,532	unchanged	0.00

ABBV	abbvie inc	0.41	17,433	3,983,160	reduced	-3.9

ABC	cencora inc	0.00	88.00	29,722	unchanged	0.00

ABT	abbott labs	0.23	17,660	2,212,560	unchanged	0.00

ACHR	archer aviation inc	0.00	3,560	26,772	added	1.42

ACM	aecom	0.00	500	47,665	unchanged	0.00

ACWF	ishares tr	0.00	188	9,510	unchanged	0.00

ACWF	ishares tr	0.00	199	9,262	new

ADBE	adobe inc	0.03	715	250,243	added	126

ADI	analog devices inc	0.07	2,405	652,236	reduced	-1.31

ADM	archer daniels midland co	0.01	1,122	64,504	added	14.02

ADMA	adma biologics inc	0.00	1,500	27,360	unchanged	0.00

ADP	automatic data processing in	0.00	205	52,733	unchanged	0.00

AEE	ameren corp	0.00	181	18,075	unchanged	0.00

AFG	american finl group inc ohio	0.00	363	49,615	unchanged	0.00

AFK	vaneck etf trust	0.00	56.00	20,168	unchanged	0.00