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Latest Center for Financial Planning, Inc. Stock Portfolio

$958Million– No. of Holdings #655

Center for Financial Planning, Inc. Performance:
2026 Q1: -2%YTD: -2%2025: 13.17%
Performance for 2026 Q1 is -2%, and YTD is -2%, and 2025 is 13.17%.

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 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Center for Financial Planning, Inc. reported an equity portfolio of $958 Millions as of 31 Mar, 2026.

The top stock holdings of Center for Financial Planning, Inc. are VB, IJR, CWI. The fund has invested 34% of it's portfolio in VANGUARD INDEX FDS and 10.9% of portfolio in ISHARES TR.

The fund managers got completely rid off IMPACT BIOMEDICAL INC, ASTRAZENECA PLC (AZN) and MSCI INC (MSCI) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SOUTHWEST GAS HLDGS INC (SWX) and ORGANON & CO (OGN). Center for Financial Planning, Inc. opened new stock positions in RBB FUND TRUST, ISHARES TR (DMXF) and WISDOMTREE TR (DWMF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), HAGERTY INC (HGTY) and BLUE OWL CAPITAL INC (OWL).
Center for Financial Planning, Inc. Equity Portfolio Value
Last Reported on: 04 May, 2026

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 -2% in the last quarter. In trailing 12 months, it's portfolio return was 12.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rbb fund trust133,719
ishares tr125,843
astrazeneca plc104,133
wisdomtree tr56,573
nvr inc52,719
ishares bitcoin trust etf49,946
matador res co41,067
bitwise ethereum etf39,000
New stocks bought by Center for Financial Planning, Inc.

Additions

Ticker% Inc.
spdr index shs fds1,299,470
hagerty inc50,000
blue owl capital inc2,100
rivian automotive inc1,907
newmont corp1,700
zoetis inc1,692
palantir technologies inc1,346
vertiv holdings co554
Additions to existing portfolio by Center for Financial Planning, Inc.

Reductions

Ticker% Reduced
southwest airls co-88.24
archer daniels midland co-74.69
servicenow inc-73.23
medtronic plc-68.78
l3harris technologies inc-63.53
ishares tr-60.43
vanguard bd index fds-57.55
us bancorp-54.34
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 85.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Communication Services
Sector%
Others85.4
Technology3.6
Healthcare2.3
Financial Services1.7
Consumer Cyclical1.5
Industrials1.3
Consumer Defensive1.3
Communication Services1.1

Market Cap. Distribution

Center for Financial Planning, Inc. has about 14.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.4
MEGA-CAP8.2
LARGE-CAP5.9

Stocks belong to which Index?

About 14% of the stocks held by Center for Financial Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.8
S&P 50014
Top 5 Winners (%)%
venture global inc
131.1 %
SEDG
solaredge technologies inc
77.6 %
DOW
dow hldgs inc
75.8 %
MRNA
moderna inc
72.3 %
NAT
nordic american tankers limi
70.3 %
Top 5 Winners ($)$
VB
vanguard index fds
1.0 M
CWI
spdr index shs fds
1.0 M
IBCE
ishares tr
0.8 M
XOM
exxon mobil corp
0.8 M
CVX
chevron corporation
0.7 M
Top 5 Losers (%)%
ASAN
asana inc
-53.3 %
OPEN
opendoor technologies inc
-51.4 %
ADMA
adma biologics inc
-50.6 %
MNKD
mannkind corp
-49.5 %
KD
kyndryl hldgs inc
-48.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-16.1 M
MSFT
microsoft corp
-2.9 M
berkshire hathaway inc del
-0.7 M
CRM
salesforce inc
-0.7 M
IJR
ishares tr
-0.6 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 655 stocks in it's portfolio. About 76.4% of the portfolio is in top 10 stocks. VB 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: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions