AI Portfolio Summary
In 2025 Q4, Center for Financial Planning, Inc. maintained a portfolio of 744 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.6%. The fund also reduced its exposure to SPDR S&P 500 ETF TR by 10.3%.
Total Positions
744
Quarter
2025 Q4
Top Holding
VOO (35.3%)
Top 10 Concentration
77.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 744
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 35.32% | 35.21% |
#1
Prev: #1
|
6.5 | 3,475 | 0.6% |
P
S
|
541,356 | $339,500,703 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 10.71% | 10.70% |
#2
Prev: #2
|
6.0 | 31,935 | 3.2% |
P
S
|
1,030,946 | $102,970,874 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 10.25% | 10.19% |
#3
Prev: #3
|
5.5 | 8,939 | 0.8% |
P
S
|
1,100,810 | $98,478,479 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 6.85% | 6.90% |
#4
Prev: #4
|
3.7 | 1,508 | 0.6% |
P
S
|
255,199 | $65,828,506 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 4.98% | 4.67% |
#5
Prev: #5
|
4.5 | 16,295 | 11.0% |
P
S
|
165,038 | $47,897,324 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.21% | 3.28% |
#6
Prev: #6
|
1.8 | 8,141 | 1.4% |
P
S
|
574,323 | $30,875,590 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 1.90% | 1.96% |
#7
Prev: #7
|
1.3 | -2,329 | -2.5% |
P
S
|
91,876 | $18,248,435 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.49% | 1.53% |
#8
Prev: #8
|
1.6 | no change | no change |
P
S
|
19 | $14,341,200 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.26% | 1.29% |
#9
1
Prev: #10
|
1.0 | -724 | -1.2% |
P
S
|
57,300 | $12,135,531 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.20% | 1.32% |
#10
1
Prev: #9
|
1.0 | 2 | 0.0% |
P
S
|
23,886 | $11,551,644 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.05% | 1.06% |
#11
Prev: #11
|
0.9 | -1,428 | -1.1% |
P
S
|
133,417 | $10,064,952 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.91% | 0.88% |
#12
Prev: #12
|
0.9 | -168 | -0.5% |
P
S
|
32,000 | $8,699,422 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.80% | 0.77% |
#13
Prev: #13
|
2.3 | 941 | 6.6% |
P
S
|
15,302 | $7,691,551 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.64% | 0.51% |
#14
2
Prev: #16
|
1.3 | no change | no change |
P
S
|
19,542 | $6,132,280 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.60% | 0.60% |
#15
1
Prev: #14
|
0.7 | -584 | -2.3% |
P
S
|
24,790 | $5,722,028 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.58% | 0.58% |
#16
1
Prev: #15
|
0.7 | 73 | 0.4% |
P
S
|
17,344 | $5,588,574 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.45% | 0.46% |
#17
Prev: #17
|
1.2 | no change | no change |
P
S
|
8,899 | $4,341,467 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.42% | 0.30% |
#18
11
Prev: #29
|
2.7 | 9,006 | 46.3% |
P
S
|
28,440 | $4,076,368 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.41% | 0.45% |
#19
1
Prev: #18
|
0.7 | -708 | -3.9% |
P
S
|
17,433 | $3,983,162 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.34% | 0.31% |
#20
8
Prev: #28
|
0.6 | 306 | 1.9% |
P
S
|
16,009 | $3,313,059 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.34% | 0.37% |
#21
2
Prev: #19
|
0.6 | -3,075 | -4.5% |
P
S
|
65,971 | $3,297,870 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.34% | 0.35% |
#22
2
Prev: #24
|
0.6 | 390 | 0.8% |
P
S
|
49,937 | $3,295,842 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.34% | 0.35% |
#23
2
Prev: #21
|
0.6 | -277 | -2.5% |
P
S
|
10,858 | $3,280,248 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.34% | 0.35% |
#24
1
Prev: #23
|
0.6 | -490 | -4.9% |
P
S
|
9,431 | $3,264,070 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.32% | 0.36% |
#25
5
Prev: #20
|
1.1 | no change | no change |
P
S
|
19,281 | $3,096,323 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.32% | 0.31% |
#26
1
Prev: #27
|
0.6 | 160 | 4.1% |
P
S
|
4,069 | $3,067,131 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.32% | 0.35% |
#27
5
Prev: #22
|
0.6 | -511 | -10.3% |
P
S
|
4,463 | $3,043,281 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSIG
FIRST TR EXCHAN...
|
Unknown | 0.31% | 0.34% |
#28
3
Prev: #25
|
0.6 | -9,090 | -5.5% |
P
S
|
154,976 | $2,973,990 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.30% | 0.29% |
#29
1
Prev: #30
|
0.6 | -472 | -1.3% |
P
S
|
35,549 | $2,853,874 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.29% | 0.32% |
#30
4
Prev: #26
|
0.6 | 41 | 0.2% |
P
S
|
19,485 | $2,792,367 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.28% | 0.27% |
#31
1
Prev: #32
|
1.1 | no change | no change |
P
S
|
3,277 | $2,688,091 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.28% | 0.27% |
#32
1
Prev: #33
|
0.6 | 287 | 3.7% |
P
S
|
7,965 | $2,670,426 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.28% | 0.28% |
#33
2
Prev: #31
|
1.1 | no change | no change |
P
S
|
77,342 | $2,649,737 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.25% | 0.23% |
#34
2
Prev: #36
|
1.1 | no change | no change |
P
S
|
6,614 | $2,446,850 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.24% | 0.21% |
#35
6
Prev: #41
|
1.1 | no change | no change |
P
S
|
3,967 | $2,298,679 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.23% | 0.25% |
#36
2
Prev: #34
|
1.1 | no change | no change |
P
S
|
17,660 | $2,212,563 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.23% | 0.23% |
#37
Prev: #37
|
1.1 | no change | no change |
P
S
|
11,487 | $2,193,903 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 0.23% | 0.23% |
#38
Prev: #38
|
0.6 | 1,290 | 2.9% |
P
S
|
45,295 | $2,167,370 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 0.21% | 0.19% |
#39
6
Prev: #45
|
2.1 | 404 | 5.5% |
P
S
|
7,766 | $2,057,402 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.20% | 0.24% |
#40
5
Prev: #35
|
0.6 | 129 | 2.6% |
P
S
|
4,997 | $1,915,451 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.20% | 0.20% |
#41
1
Prev: #42
|
0.6 | -100 | -0.7% |
P
S
|
13,329 | $1,912,935 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.20% | 0.19% |
#42
4
Prev: #46
|
0.6 | 216 | 1.4% |
P
S
|
15,681 | $1,887,078 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.20% | 0.21% |
#43
3
Prev: #40
|
0.6 | -173 | -1.4% |
P
S
|
12,362 | $1,884,141 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.19% | 0.19% |
#44
Prev: #44
|
0.6 | 5 | 0.1% |
P
S
|
5,774 | $1,817,589 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.18% | 0.16% |
#45
7
Prev: #52
|
0.6 | -647 | -10.3% |
P
S
|
5,661 | $1,771,798 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.18% | 0.20% |
#46
3
Prev: #43
|
0.6 | -107 | -2.1% |
P
S
|
4,943 | $1,737,317 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.18% | 0.22% |
#47
8
Prev: #39
|
0.6 | -29 | -0.6% |
P
S
|
4,960 | $1,706,645 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.18% | 0.18% |
#48
1
Prev: #47
|
0.6 | -100 | -0.5% |
P
S
|
21,512 | $1,699,879 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.17% | 0.17% |
#49
1
Prev: #48
|
0.6 | 104 | 1.2% |
P
S
|
8,814 | $1,643,811 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.17% | 0.17% |
#50
Prev: #50
|
0.6 | 107 | 2.0% |
P
S
|
5,377 | $1,643,229 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 744 holdings