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Latest Center for Financial Planning, Inc. Stock Portfolio

$1.08Billion | No. of Holdings #833

Center for Financial Planning, Inc. Performance

2026 Q3+0.02%
YTD-3.24%
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 2026-10-26, 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 Sep, 2026. <br><br> The top stock holdings of Center for Financial Planning, Inc. are VB, IJR, CWI. The fund has invested 35.9% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ALPHABET INC (GOOG) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in HAGERTY INC (HGTY), REPLIGEN CORP (RGEN) and PARAMOUNT SKYDANCE CORP. Center for Financial Planning, Inc. opened new stock positions in LAM RESEARCH CORP (LRCX), QUANTA SERVICES INC (PWR) and KLA CORP (KLAC). The fund showed a lot of confidence in some stocks as they added substantially to EQUINIX INC (EQIX), MICRON TECHNOLOGY INC (MU) and VANGUARD BD INDEX FDS (BIV).
Center for Financial Planning, Inc. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$1.08Billion
  as of Oct 26, 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 0.02% in the last quarter. In trailing 12 months, it's portfolio return was -1.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lam research corp1,145,510
quanta services inc300,052
kla corp295,708
vanguard world fd266,045
first tr exchng traded fd vi263,165
welltower inc205,143
waste connections inc200,109
f/m us treasury 3 month bill fund - etf197,605
New stocks bought by Center for Financial Planning, Inc.

Additions

Ticker% Inc.
equinix inc5,071
micron technology inc2,875
vanguard bd index fds1,963
sherwin williams co1,627
accenture plc ireland1,428
capital one finl corp988
kimberly-clark corp953
freeport mcmoran inc730
Additions to existing portfolio by Center for Financial Planning, Inc.

Reductions

Ticker% Reduced
unum group-76.07
ishares tr-76.06
arqit quantum inc-66.08
vaneck etf trust-60.58
wisdomtree tr-59.38
best buy inc-54.84
ameriprise finl inc-54.74
medtronic plc-52.69
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 85.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others85.2
Technology4.5
Healthcare2.3
Financial Services1.8
Industrials1.5
Consumer Cyclical1.4
Consumer Defensive1.2

Market Cap. Distribution

Center for Financial Planning, Inc. has about 14.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.2
MEGA-CAP8.2
LARGE-CAP6.1

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%
Others85.7
S&P 50014
Top 5 Winners (%)%
MRNA
moderna inc
175.0 %
RNG
ringcentral inc
91.6 %
heartflow inc
69.5 %
bitwise ethereum etf
69.0 %
grayscale ethereum staking etf
67.9 %
Top 5 Winners ($)$
VB
vanguard index fds
7.7 M
MSFT
microsoft corp
3.7 M
AAPL
apple inc
1.4 M
CRM
salesforce inc
0.7 M
TMO
thermo fisher scientific inc
0.7 M
Top 5 Losers (%)%
DSS
dss inc
-100.0 %
SFET
alarum technologies ltd
-80.2 %
OPEN
opendoor technologies inc
-78.8 %
OPEN
opendoor technologies inc
-73.7 %
OPEN
opendoor technologies inc wt exp 112026 z
-68.8 %
Top 5 Losers ($)$
IJR
ishares tr
-4.9 M
VB
vanguard index fds
-4.8 M
VB
vanguard index fds
-1.5 M
VB
vanguard index fds
-0.7 M
NEE
nextera energy inc
-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 833 stocks in it's portfolio. About 77.3% of the portfolio is in top 10 stocks. IJR 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.

$1.07BTotal Value
500Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Center for Financial Planning, Inc., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0.04%5,861
$463.8K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0.01%843
$85.2K
0.01%
decreased 76.06 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Center for Financial Planning, Inc.'s holding in Ishares Tr over time
0.01%1,394
$105.1K
0.01%
new position
AFK
Vaneck Morningstar Wide Moat Etf

Vaneck Morningstar Wide Moat Etf

AFK
Center for Financial Planning, Inc.'s holding in Vaneck Morningstar Wide Moat Etf over time
0.01%1,022
$108.0K
0.01%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Center for Financial Planning, Inc.'s holding in Vaneck Etf Trust over time
0%56.00
$34.1K
0%
unchanged 0 percentunchanged