2026 Q1 Portfolio Activity
In 2026 Q1, Center for Financial Planning, Inc. maintained a portfolio of 736 distinct positions. The most significant new addition was RBB FUND TRUST, now representing 0.01% of the total fund value. They heavily accumulated shares in SPDR INDEX SHS FDS, increasing the position by 1299466.1%. The fund also reduced its exposure to ISHARES TR by 60.4%.
Position History
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Total Positions
736
Quarter
2026 Q1
Top Holding
VOO (33.9%)
Top 10 Concentration
76.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 736
Center for Financial Planning, Inc. Full Holdings List — 2026 Q1
| 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 | 33.95% | 35.32% |
#1
Prev: #1
|
6.5 |
—
|
2,869 | 0.5% |
P
S
|
544,225 | $325,201,562 |
$368.16
+83.9%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
AGG
ISHARES TR
|
ETF | 10.92% | 10.71% |
#2
Prev: #2
|
6.0 |
—
|
22,762 | 2.2% |
P
S
|
1,053,708 | $104,601,548 |
$92.73
+6.5%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 7.68% | 0.00% |
#3
543
Prev: #546
|
7.1 |
—
|
1,611,338 | 1299466.1% |
P
S
|
1,611,462 | $73,563,241 |
$45.65
+8.8%
|
2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
VB
VANGUARD INDEX ...
|
ETF | 6.98% | 6.85% |
#4
Prev: #4
|
3.8 |
—
|
193 | 0.1% |
P
S
|
255,392 | $66,892,146 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.03% | 4.98% |
#5
Prev: #5
|
3.0 |
—
|
2,751 | 1.7% |
P
S
|
167,789 | $48,185,633 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEFA
ISHARES TR
|
ETF | 4.12% | 10.25% |
#6
3
Prev: #3
|
1.6 |
—
|
-665,176 | -60.4% |
P
S
|
435,634 | $39,437,943 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.26% | 3.21% |
#7
1
Prev: #6
|
1.8 |
—
|
3,727 | 0.6% |
P
S
|
578,050 | $31,243,588 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QUAL
ISHARES TR
|
ETF | 1.81% | 1.90% |
#8
1
Prev: #7
|
1.2 |
—
|
-1,306 | -1.4% |
P
S
|
90,570 | $17,372,257 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.42% | 1.49% |
#9
1
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
19 | $13,644,660 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.26% | 1.26% |
#10
1
Prev: #9
|
1.0 |
—
|
-1,536 | -2.7% |
P
S
|
55,764 | $12,114,779 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.06% | 1.05% |
#11
Prev: #11
|
0.9 |
—
|
-2,155 | -1.6% |
P
S
|
131,262 | $10,121,635 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.02% | 1.20% |
#12
2
Prev: #10
|
2.4 |
—
|
2,577 | 10.8% |
P
S
|
26,463 | $9,795,743 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.84% | 0.91% |
#13
1
Prev: #12
|
0.8 |
—
|
-172 | -0.5% |
P
S
|
31,828 | $8,077,540 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.76% | 0.80% |
#14
1
Prev: #13
|
0.8 |
—
|
-188 | -1.2% |
P
S
|
15,114 | $7,242,629 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.59% | 0.64% |
#15
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
19,542 | $5,605,819 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.54% | 0.60% |
#16
1
Prev: #15
|
0.7 |
—
|
15 | 0.1% |
P
S
|
24,805 | $5,166,138 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.58% |
#17
1
Prev: #16
|
0.7 |
—
|
11 | 0.1% |
P
S
|
17,355 | $5,105,189 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.43% | 0.42% |
#18
Prev: #18
|
0.7 |
—
|
106 | 0.4% |
P
S
|
28,546 | $4,161,786 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.41% | 0.34% |
#19
1
Prev: #20
|
0.7 |
—
|
-95 | -0.6% |
P
S
|
15,914 | $3,890,014 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.41% | 0.45% |
#20
3
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
8,899 | $3,886,995 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.40% | 0.41% |
#21
2
Prev: #19
|
0.7 |
—
|
-33 | -0.2% |
P
S
|
17,400 | $3,784,227 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJH
ISHARES TR
|
ETF | 0.35% | 0.34% |
#22
Prev: #22
|
0.6 |
—
|
-425 | -0.9% |
P
S
|
49,512 | $3,343,546 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.35% | 0.34% |
#23
2
Prev: #21
|
0.6 |
—
|
540 | 0.8% |
P
S
|
66,511 | $3,312,893 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.34% | 0.30% |
#24
5
Prev: #29
|
0.6 |
—
|
-340 | -1.0% |
P
S
|
35,209 | $3,270,212 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.33% | 0.34% |
#25
2
Prev: #23
|
0.6 |
—
|
-342 | -3.1% |
P
S
|
10,516 | $3,178,608 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.32% | 0.34% |
#26
2
Prev: #24
|
0.6 |
—
|
321 | 3.4% |
P
S
|
9,752 | $3,018,342 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.30% | 0.28% |
#27
4
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
3,277 | $2,835,785 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.30% | 0.32% |
#28
2
Prev: #26
|
0.6 |
—
|
-9 | -0.2% |
P
S
|
4,060 | $2,832,744 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.30% | 0.32% |
#29
2
Prev: #27
|
0.6 |
—
|
-111 | -2.5% |
P
S
|
4,352 | $2,830,182 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.29% | 0.32% |
#30
5
Prev: #25
|
0.6 |
—
|
-157 | -0.8% |
P
S
|
19,124 | $2,768,952 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.28% | 0.29% |
#31
1
Prev: #30
|
0.6 |
—
|
-1,051 | -5.4% |
P
S
|
18,434 | $2,662,672 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.28% | 0.20% |
#32
10
Prev: #42
|
0.6 |
—
|
-85 | -0.5% |
P
S
|
15,596 | $2,646,054 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.27% | 0.20% |
#33
10
Prev: #43
|
0.6 |
—
|
-54 | -0.4% |
P
S
|
12,308 | $2,546,591 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.27% | 0.28% |
#34
2
Prev: #32
|
0.6 |
—
|
-34 | -0.4% |
P
S
|
7,931 | $2,544,345 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.26% | 0.28% |
#35
2
Prev: #33
|
0.6 |
—
|
-3,228 | -4.2% |
P
S
|
74,114 | $2,502,830 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FSIG
FIRST TR EXCHAN...
|
Unknown | 0.26% | 0.31% |
#36
8
Prev: #28
|
0.6 |
—
|
-23,206 | -15.0% |
P
S
|
131,770 | $2,495,724 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.23% | 0.20% |
#37
3
Prev: #40
|
0.6 |
—
|
139 | 2.8% |
P
S
|
5,136 | $2,228,870 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.23% | 0.23% |
#38
1
Prev: #37
|
0.6 |
—
|
-145 | -1.3% |
P
S
|
11,342 | $2,225,301 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.22% | 0.20% |
#39
2
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
13,329 | $2,069,814 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EAGG
ISHARES TR
|
ETF | 0.22% | 0.23% |
#40
2
Prev: #38
|
0.6 |
—
|
-1,835 | -4.1% |
P
S
|
43,460 | $2,066,534 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.20% | 0.24% |
#41
6
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
3,967 | $1,949,900 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.20% | 0.25% |
#42
8
Prev: #34
|
0.6 |
—
|
-200 | -3.0% |
P
S
|
6,414 | $1,940,107 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.20% | 0.17% |
#43
6
Prev: #49
|
2.6 |
—
|
1,978 | 22.4% |
P
S
|
10,792 | $1,882,125 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.19% | 0.18% |
#44
4
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
21,512 | $1,833,468 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.19% | 0.23% |
#45
9
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
17,660 | $1,813,104 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.19% | 0.17% |
#46
6
Prev: #52
|
0.6 |
—
|
152 | 0.7% |
P
S
|
23,419 | $1,780,986 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.18% | 0.21% |
#47
8
Prev: #39
|
2.6 |
—
|
1,704 | 21.9% |
P
S
|
9,470 | $1,767,851 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.18% | 0.19% |
#48
4
Prev: #44
|
0.6 |
—
|
2 | 0.0% |
P
S
|
5,776 | $1,726,213 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.17% | 0.18% |
#49
3
Prev: #46
|
0.6 |
—
|
127 | 2.6% |
P
S
|
5,070 | $1,665,952 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.17% | 0.17% |
#50
Prev: #50
|
0.6 |
—
|
-77 | -1.4% |
P
S
|
5,300 | $1,647,041 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 736 holdings