Latest Center for Financial Planning, Inc. Stock Portfolio

Center for Financial Planning, Inc. Performance:

2025 Q2: 1.6%YTD: 0.8%2024: 2.77%

Performance for 2025 Q2 is 1.6%, and YTD is 0.8%, and 2024 is 2.77%.

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 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.3 Billions. In it's latest 13F Holdings report, Center for Financial Planning, Inc. reported an equity portfolio of $871.9 Millions as of 30 Jun, 2025.

The top stock holdings of Center for Financial Planning, Inc. are VB, IJR, IBCE. The fund has invested 34.8% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in ISHARES TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), VANGUARD MALVERN FDS (VTIP) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in HAGERTY INC (HGTY), SPDR SERIES TRUST (BIL) and LAUDER ESTEE COS INC (EL). Center for Financial Planning, Inc. opened new stock positions in MORGAN STANLEY ETF TRUST, WISDOMTREE TR (DWMF) and CAPITAL GROUP DIVIDEND VALUE (CGDV). The fund showed a lot of confidence in some stocks as they added substantially to BLACKBERRY LTD (BB), SCHWAB CHARLES CORP (SCHW) and OREILLY AUTOMOTIVE INC (ORLY).

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 1.6% in the last quarter. In trailing 12 months, it's portfolio return was 1.8%.

New Buys

Ticker	$ Bought
morgan stanley etf trust	501,586
wisdomtree tr	164,313
capital group dividend value	101,529
palantir technologies inc	64,071
nu hldgs ltd	51,958
southern sts bancshares inc	36,370
chefs whse inc	35,096
spdr series trust	32,957

New stocks bought by Center for Financial Planning, Inc.

Additions

Ticker	% Inc.
schwab charles corp	3,750
oreilly automotive inc	1,400
vanguard index fds	1,168
deere & co	406
novo-nordisk a s	378
freeport-mcmoran inc	282
citigroup inc	216
ishares tr	214

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

Reductions

Ticker	% Reduced
edison intl	-78.07
vanguard index fds	-76.04
vanguard whitehall fds	-59.57
constellation energy corp	-58.38
vanguard charlotte fds	-56.61
bp plc	-54.41
l3harris technologies inc	-50.78
automatic data processing in	-42.25

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	2.3
Financial Services	2.1
Consumer Cyclical	1.5
Industrials	1.4
Consumer Defensive	1.4

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	7.5
LARGE-CAP	7

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	85.5
S&P 500	14.4

Top 5 Winners (%)		%
AMPS	ishares tr	8084.4 %
SMR	nuscale pwr corp	179.2 %
EDIT	editas medicine inc	89.7 %
RBLX	roblox corp	80.5 %
VRT	vertiv holdings co	77.9 %

Top 5 Winners ($)		$
AMPS	ishares tr	3.3 M
MSFT	microsoft corp	2.9 M
AVGO	broadcom inc	1.0 M
JPM	jpmorgan chase & co.	0.8 M
AMZN	amazon com inc	0.7 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
SRPT	sarepta therapeutics inc	-73.2 %
OPEN	opendoor technologies inc	-47.8 %
AXGN	axogen inc	-41.4 %
UNH	unitedhealth group inc	-40.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.5 M
TMO	thermo fisher scientific inc	-0.4 M
ABBV	abbvie inc	-0.4 M
CVX	chevron corp new	-0.3 M
UNH	unitedhealth group inc	-0.3 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 645 stocks in it's portfolio. About 77.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Center for Financial Planning, Inc. last quarter.

Last Reported on: 04 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	34.82	534,508	303,617,000	added	0.72
Historical Trend of VANGUARD INDEX FDS Position Held By Center for Financial Planning, Inc. What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	IJR	ishares tr	10.97	964,448	95,673,200	added	1.09

	IBCE	ishares tr	10.52	1,099,180	91,759,200	added	0.68

	VB	vanguard index fds	7.13	262,478	62,202,000	added	69.16

	VB	vanguard index fds	4.57	142,232	39,800,800	added	1,168

	VEU	vanguard intl equity index f	3.20	564,719	27,931,000	added	0.61

	IBCE	ishares tr	1.99	95,081	17,382,700	reduced	-0.69

		berkshire hathaway inc del	1.59	19.00	13,847,200	unchanged	0.00

	MSFT	microsoft corp	1.36	23,852	11,864,100	added	0.51

	VB	vanguard index fds	1.31	58,544	11,416,600	reduced	-76.04

	VXUS	vanguard star fds	1.08	136,574	9,435,900	reduced	-1.42

		berkshire hathaway inc del	0.78	14,041	6,820,700	added	0.47

	AAPL	apple inc	0.66	28,070	5,759,040	added	1.5

	AMZN	amazon com inc	0.61	24,389	5,350,700	added	0.63

	JPM	jpmorgan chase & co.	0.57	17,011	4,931,560	reduced	-1.41

	VB	vanguard index fds	0.44	8,850	3,879,840	unchanged	0.00

	GOOG	alphabet inc	0.40	19,592	3,475,420	added	1.95

	VB	vanguard index fds	0.37	11,735	3,249,780	reduced	-9.17

	FCVT	first tr exchange-traded fd	0.37	65,000	3,201,880	reduced	-23.85

	ABBV	abbvie inc	0.36	17,025	3,160,180	added	15.49