2026 Q2 Portfolio Activity
In 2026 Q2, Center for Financial Planning, Inc. maintained a portfolio of 690 distinct positions. The most significant new addition was NEXSTAR MEDIA GROUP INC, now representing 0.01% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 304.2%.
Position History
hover any row below to update
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Total Positions
690
Quarter
2026 Q2
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 690
Center for Financial Planning, Inc. Full Holdings List — 2026 Q2
| 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 | 35.26% | 33.95% |
#1
Prev: #1
|
6.5 |
—
|
4,992 | 0.9% |
P
S
|
549,217 | $377,207,607 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AGG
ISHARES TR
|
ETF | 10.03% | 10.92% |
#2
Prev: #2
|
6.0 |
—
|
30,128 | 2.9% |
P
S
|
1,083,836 | $107,278,077 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 7.85% | 7.68% |
#3
Prev: #3
|
4.6 |
—
|
55,753 | 3.5% |
P
S
|
1,667,215 | $84,010,966 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 7.29% | 6.98% |
#4
Prev: #4
|
3.9 |
—
|
1,748 | 0.7% |
P
S
|
257,140 | $77,944,355 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.11% | 5.03% |
#5
Prev: #5
|
5.5 |
—
|
510,482 | 304.2% |
P
S
|
678,271 | $54,648,316 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEFA
ISHARES TR
|
ETF | 3.91% | 4.12% |
#6
Prev: #6
|
2.1 |
—
|
-1,970 | -0.5% |
P
S
|
433,664 | $41,883,256 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.30% | 3.26% |
#7
Prev: #7
|
1.8 |
—
|
14,137 | 2.4% |
P
S
|
592,187 | $35,347,646 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QUAL
ISHARES TR
|
ETF | 1.84% | 1.81% |
#8
Prev: #8
|
1.2 |
—
|
-751 | -0.8% |
P
S
|
89,819 | $19,708,889 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.33% | 1.42% |
#9
Prev: #9
|
1.5 |
—
|
no change | no change |
P
S
|
19 | $14,228,150 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.27% | 1.26% |
#10
Prev: #10
|
1.0 |
—
|
251 | 0.5% |
P
S
|
56,015 | $13,610,974 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.05% | 1.06% |
#11
Prev: #11
|
0.9 |
—
|
-64 | -0.0% |
P
S
|
131,198 | $11,216,122 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.92% | 1.02% |
#12
Prev: #12
|
0.9 |
—
|
-98 | -0.4% |
P
S
|
26,365 | $9,834,621 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.87% | 0.84% |
#13
Prev: #13
|
0.8 |
—
|
173 | 0.5% |
P
S
|
32,001 | $9,259,714 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.71% | 0.76% |
#14
Prev: #14
|
0.8 |
—
|
140 | 0.9% |
P
S
|
15,254 | $7,632,950 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.65% | 0.59% |
#15
Prev: #15
|
0.8 |
—
|
25 | 0.1% |
P
S
|
19,567 | $6,913,609 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.56% | 0.54% |
#16
Prev: #16
|
0.7 |
—
|
415 | 1.7% |
P
S
|
25,220 | $6,010,935 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.53% |
#17
Prev: #17
|
0.7 |
—
|
-82 | -0.5% |
P
S
|
17,273 | $5,654,073 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.43% | 0.41% |
#18
2
Prev: #20
|
3.2 |
—
|
44,110 | 495.7% |
P
S
|
53,009 | $4,566,196 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.41% | 0.40% |
#19
2
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
17,400 | $4,378,421 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.41% | 0.43% |
#20
2
Prev: #18
|
0.7 |
—
|
-352 | -1.2% |
P
S
|
28,194 | $4,350,018 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.37% | 0.41% |
#21
2
Prev: #19
|
0.6 |
—
|
-120 | -0.8% |
P
S
|
15,794 | $4,011,198 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.37% | 0.30% |
#22
6
Prev: #28
|
3.1 |
—
|
28,731 | 707.7% |
P
S
|
32,791 | $3,919,181 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.35% | 0.32% |
#23
3
Prev: #26
|
0.6 |
—
|
228 | 2.3% |
P
S
|
9,980 | $3,769,945 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IJH
ISHARES TR
|
ETF | 0.35% | 0.35% |
#24
2
Prev: #22
|
0.6 |
—
|
-858 | -1.7% |
P
S
|
48,654 | $3,751,710 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.35% | 0.33% |
#25
Prev: #25
|
0.6 |
—
|
-417 | -4.0% |
P
S
|
10,099 | $3,693,080 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.30% | 0.35% |
#26
3
Prev: #23
|
0.6 |
—
|
-1,989 | -3.0% |
P
S
|
64,522 | $3,211,885 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.30% | 0.30% |
#27
2
Prev: #29
|
0.6 |
—
|
-91 | -2.1% |
P
S
|
4,261 | $3,181,899 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.28% | 0.34% |
#28
4
Prev: #24
|
0.6 |
—
|
-666 | -1.9% |
P
S
|
34,543 | $3,031,840 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.27% | 0.27% |
#29
5
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
7,931 | $2,934,788 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.27% | 0.29% |
#30
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
19,124 | $2,907,410 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.25% | 0.26% |
#31
4
Prev: #35
|
0.6 |
—
|
564 | 0.8% |
P
S
|
74,678 | $2,727,988 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.24% | 0.28% |
#32
1
Prev: #31
|
0.6 |
—
|
-962 | -5.2% |
P
S
|
17,472 | $2,562,160 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.23% | 0.23% |
#33
5
Prev: #38
|
0.6 |
—
|
52 | 0.5% |
P
S
|
11,394 | $2,483,095 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.23% | 0.30% |
#34
7
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
3,277 | $2,476,102 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FSIG
FIRST TR EXCHAN...
|
ETF | 0.22% | 0.26% |
#35
1
Prev: #36
|
0.6 |
—
|
-6,855 | -5.2% |
P
S
|
124,915 | $2,355,273 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
EAGG
ISHARES TR
|
ETF | 0.22% | 0.22% |
#36
4
Prev: #40
|
2.1 |
—
|
5,956 | 13.7% |
P
S
|
49,416 | $2,342,793 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.20% | 0.23% |
#37
Prev: #37
|
0.6 |
—
|
117 | 2.3% |
P
S
|
5,253 | $2,181,519 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.20% | 0.20% |
#38
4
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
6,414 | $2,169,536 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.19% | 0.28% |
#39
7
Prev: #32
|
0.6 |
—
|
-696 | -4.5% |
P
S
|
14,900 | $2,037,158 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.19% | 0.27% |
#40
7
Prev: #33
|
0.6 |
—
|
-50 | -0.4% |
P
S
|
12,258 | $2,031,939 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.19% | 0.20% |
#41
2
Prev: #43
|
0.6 |
—
|
-768 | -7.1% |
P
S
|
10,024 | $2,005,703 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.19% | 0.20% |
#42
1
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
3,967 | $1,988,896 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.19% | 0.18% |
#43
5
Prev: #48
|
0.6 |
—
|
3 | 0.1% |
P
S
|
5,779 | $1,987,287 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.18% | 0.19% |
#44
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
21,512 | $1,972,221 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IJR
ISHARES TR
|
ETF | 0.18% | 0.17% |
#45
6
Prev: #51
|
0.6 |
—
|
-14 | -0.1% |
P
S
|
13,188 | $1,955,913 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.18% | 0.19% |
#46
Prev: #46
|
0.6 |
—
|
-322 | -1.4% |
P
S
|
23,097 | $1,877,062 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.17% | 0.19% |
#47
2
Prev: #45
|
2.1 |
—
|
2,660 | 15.1% |
P
S
|
20,320 | $1,843,794 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.17% | 0.22% |
#48
9
Prev: #39
|
0.6 |
—
|
-30 | -0.2% |
P
S
|
13,299 | $1,800,644 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.17% | 0.15% |
#49
6
Prev: #55
|
1.1 |
—
|
no change | no change |
P
S
|
5,024 | $1,795,347 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.16% | 0.17% |
#50
2
Prev: #52
|
0.6 |
—
|
-32 | -0.6% |
P
S
|
4,903 | $1,729,331 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-50 of 690 holdings