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Latest Center for Financial Planning, Inc. Stock Portfolio

$1.07Billion | No. of Holdings #663

Center for Financial Planning, Inc. Performance

2026 Q2-1.28%
YTD-3.25%
2025+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 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Center for Financial Planning, Inc. reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Center for Financial Planning, Inc. are VB, IJR, CWI. The fund has invested 35.3% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off U S PHYSICAL THERAPY (USPH), DUPONT DE NEMOURS INC (DD) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in STERIS PLC (STE), DATADOG INC (DDOG) and NEBIUS GROUP N.V. (YNDX). Center for Financial Planning, Inc. opened new stock positions in NEXSTAR MEDIA GROUP INC (NXST), SPACE EXPLORATION TECHN CORP and ARQIT QUANTUM INC (ARQQ). The fund showed a lot of confidence in some stocks as they added substantially to SERVICE CORP INTL (SCI), VANGUARD WORLD FD (VAW) and PENN ENTERTAINMENT INC (PENN).
Center for Financial Planning, Inc. Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$1.07Billion
  as of Jul 21, 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 -1.28% in the last quarter. In trailing 12 months, it's portfolio return was 4.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nexstar media group inc108,047
space exploration techn corp90,556
arqit quantum inc83,751
copa holdings sa80,275
ondas inc79,129
bilibili inc73,877
mp materials corp70,909
dupont de nemours inc68,770
New stocks bought by Center for Financial Planning, Inc.

Additions

Ticker% Inc.
service corp intl2,063
vanguard world fd707
vanguard index fds495
vanguard index fds304
credit accep corp mich294
ishares tr270
prudential finl inc128
archer daniels midland co123
Additions to existing portfolio by Center for Financial Planning, Inc.

Reductions

Ticker% Reduced
steris plc-93.35
okta inc-90.69
illumina inc-90.65
palantir technologies inc-61.17
comcast corp new-60.25
public svc enterprise group-56.04
everpure inc-54.05
best buy inc-50.01
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 86.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Communication Services
Sector%
Others86.2
Technology3.6
Healthcare2.1
Financial Services1.7
Consumer Cyclical1.4
Industrials1.3
Consumer Defensive1.2
Communication Services1.1

Market Cap. Distribution

Center for Financial Planning, Inc. has about 13.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.2
MEGA-CAP8
LARGE-CAP5.3

Stocks belong to which Index?

About 13.1% 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%
Others86.7
S&P 50013.1
Top 5 Winners (%)%
BB
blackberry ltd
273.3 %
MU
micron technology inc
241.6 %
INTC
intel corp
216.4 %
AMD
advanced micro devices inc
171.0 %
DELL
dell technologies inc
162.9 %
Top 5 Winners ($)$
VB
vanguard index fds
48.8 M
VB
vanguard index fds
10.6 M
CWI
spdr index shs fds
7.8 M
VEU
vanguard intl equity index f
3.3 M
IBCE
ishares tr
2.6 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
EMBC
embecta corp
-62.6 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-87.4 M
VB
vanguard index fds
-10.9 M
VAW
vanguard world fd
-10.7 M
CVX
chevron corporation
-0.5 M
XOM
exxon mobil corp
-0.5 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 663 stocks in it's portfolio. About 77.2% 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.

$1.07BTotal Value
500Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Center for Financial Planning, Inc., last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0.04%5,861
$448.7K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0.04%3,521
$378.9K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0%110
$13.7K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0%313
$15.8K
0%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Center for Financial Planning, Inc.'s holding in Vaneck Etf Trust over time
0%56.00
$36.7K
0%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Center for Financial Planning, Inc.'s holding in Vaneck Etf Trust over time
0%229
$17.3K
0%
unchanged 0 percentunchanged