2026 Q3 Portfolio Activity
In 2026 Q3, Center for Financial Planning, Inc. maintained a portfolio of 874 distinct positions. The most significant new addition was LAM RESEARCH CORP, now representing 0.11% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 30.7%. Conversely, Center for Financial Planning, Inc. completely exited their position in BERKSHIRE HATHAWAY INC DEL.
Position History
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Total Positions
874
Quarter
2026 Q3
Top Holding
VOO (35.9%)
Top 10 Concentration
77.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 874
Center for Financial Planning, Inc. Full Holdings List — 2026 Q3
| 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 | 35.90% | 35.26% |
#1
Prev: #1
|
6.5 |
—
|
1,777 | 0.3% |
P
S
|
550,994 | $386,169,870 |
$369.86
+87.1%
|
2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
AGG
ISHARES TR
|
ETF | 9.88% | 10.03% |
#2
Prev: #2
|
6.0 |
—
|
39,959 | 3.7% |
P
S
|
1,123,795 | $106,243,649 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 8.13% | 7.85% |
#3
Prev: #3
|
4.8 |
—
|
73,844 | 4.4% |
P
S
|
1,741,059 | $87,418,574 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 6.78% | 7.29% |
#4
Prev: #4
|
3.7 |
—
|
-718 | -0.3% |
P
S
|
256,422 | $72,949,730 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.05% | 5.11% |
#5
Prev: #5
|
3.0 |
—
|
14,927 | 2.2% |
P
S
|
693,198 | $54,360,604 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IEFA
ISHARES TR
|
ETF | 3.89% | 3.91% |
#6
Prev: #6
|
2.1 |
—
|
-1,735 | -0.4% |
P
S
|
431,929 | $41,845,364 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.33% | 3.30% |
#7
Prev: #7
|
1.8 |
—
|
12,196 | 2.1% |
P
S
|
604,383 | $35,845,992 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
QUAL
ISHARES TR
|
ETF | 1.84% | 1.84% |
#8
Prev: #8
|
1.2 |
—
|
-771 | -0.9% |
P
S
|
89,048 | $19,790,201 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.29% | 0.92% |
#9
3
Prev: #12
|
1.0 |
—
|
647 | 2.5% |
P
S
|
27,012 | $13,854,916 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.19% | 1.27% |
#10
Prev: #10
|
1.0 |
—
|
-528 | -0.9% |
P
S
|
55,487 | $12,819,206 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.04% | 1.05% |
#11
Prev: #11
|
0.9 |
—
|
-38 | -0.0% |
P
S
|
131,160 | $11,143,418 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AAPL
APPLE INC
|
Technology | 1.01% | 0.87% |
#12
1
Prev: #13
|
0.9 |
—
|
550 | 1.7% |
P
S
|
32,551 | $10,840,365 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.72% | 0.71% |
#13
1
Prev: #14
|
0.8 |
—
|
308 | 2.0% |
P
S
|
15,562 | $7,749,097 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.60% | 0.56% |
#14
2
Prev: #16
|
0.7 |
—
|
584 | 2.3% |
P
S
|
25,804 | $6,429,066 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.53% |
#15
2
Prev: #17
|
2.2 |
—
|
1,357 | 7.9% |
P
S
|
18,630 | $6,163,515 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.46% | 0.43% |
#16
2
Prev: #18
|
0.7 |
—
|
2,320 | 4.4% |
P
S
|
55,329 | $4,985,696 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.44% | 0.41% |
#17
2
Prev: #19
|
0.7 |
—
|
493 | 2.8% |
P
S
|
17,893 | $4,680,771 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.43% | 0.41% |
#18
2
Prev: #20
|
2.2 |
—
|
1,684 | 6.0% |
P
S
|
29,878 | $4,638,559 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.40% | 0.37% |
#19
2
Prev: #21
|
0.7 |
—
|
380 | 2.4% |
P
S
|
16,174 | $4,281,919 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.38% | 0.37% |
#20
2
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
32,791 | $4,120,844 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.37% | 0.35% |
#21
2
Prev: #23
|
2.1 |
—
|
1,352 | 13.5% |
P
S
|
11,332 | $3,979,685 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IJH
ISHARES TR
|
ETF | 0.32% | 0.35% |
#22
2
Prev: #24
|
0.6 |
—
|
-119 | -0.2% |
P
S
|
48,535 | $3,492,093 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.31% | 0.35% |
#23
2
Prev: #25
|
0.6 |
—
|
-222 | -2.2% |
P
S
|
9,877 | $3,337,036 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.29% | 0.30% |
#24
3
Prev: #27
|
0.6 |
—
|
-128 | -3.0% |
P
S
|
4,133 | $3,151,949 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.29% | 0.27% |
#25
5
Prev: #30
|
0.6 |
—
|
776 | 4.1% |
P
S
|
19,900 | $3,144,742 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.29% | 0.30% |
#26
Prev: #26
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
64,521 | $3,126,715 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.29% | 0.27% |
#27
2
Prev: #29
|
0.6 |
—
|
315 | 4.0% |
P
S
|
8,246 | $3,085,983 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.28% | 0.19% |
#28
13
Prev: #41
|
2.6 |
—
|
3,073 | 30.7% |
P
S
|
13,097 | $2,991,092 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.26% | 0.25% |
#29
2
Prev: #31
|
0.6 |
—
|
1,360 | 1.8% |
P
S
|
76,038 | $2,849,143 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.26% | 0.23% |
#30
4
Prev: #34
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
3,276 | $2,797,081 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.26% | 0.19% |
#31
11
Prev: #42
|
0.6 |
—
|
105 | 2.6% |
P
S
|
4,072 | $2,748,803 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.25% | 0.19% |
#32
8
Prev: #40
|
2.1 |
—
|
921 | 7.5% |
P
S
|
13,179 | $2,691,348 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.25% | 0.23% |
#33
Prev: #33
|
2.1 |
—
|
1,007 | 8.8% |
P
S
|
12,401 | $2,679,608 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.25% | 0.28% |
#34
6
Prev: #28
|
0.6 |
—
|
613 | 1.8% |
P
S
|
35,156 | $2,662,719 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.23% | 0.24% |
#35
3
Prev: #32
|
0.6 |
—
|
-229 | -1.3% |
P
S
|
17,243 | $2,505,127 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
EAGG
ISHARES TR
|
ETF | 0.22% | 0.22% |
#36
Prev: #36
|
2.1 |
—
|
2,752 | 5.6% |
P
S
|
52,168 | $2,360,618 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.22% | 0.20% |
#37
Prev: #37
|
0.6 |
—
|
5 | 0.1% |
P
S
|
5,258 | $2,344,910 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
FSIG
FIRST TR EXCHAN...
|
ETF | 0.21% | 0.22% |
#38
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
124,915 | $2,295,937 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.21% | 0.16% |
#39
12
Prev: #51
|
2.6 |
—
|
1,267 | 31.4% |
P
S
|
5,308 | $2,281,098 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.21% | 0.15% |
#40
14
Prev: #54
|
0.6 |
—
|
-345 | -3.4% |
P
S
|
9,706 | $2,228,342 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.19% | 0.18% |
#41
5
Prev: #46
|
0.6 |
—
|
1,123 | 4.9% |
P
S
|
24,220 | $2,084,910 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.19% | 0.19% |
#42
1
Prev: #43
|
0.6 |
—
|
1 | 0.0% |
P
S
|
5,780 | $2,033,899 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.19% | 0.17% |
#43
4
Prev: #47
|
0.6 |
—
|
120 | 0.6% |
P
S
|
20,440 | $2,020,137 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.19% | 0.11% |
#44
20
Prev: #64
|
2.1 |
—
|
381 | 8.1% |
P
S
|
5,064 | $2,002,614 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.18% | 0.20% |
#45
7
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
6,414 | $1,950,497 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.18% | 0.17% |
#46
3
Prev: #49
|
2.1 |
—
|
462 | 9.2% |
P
S
|
5,486 | $1,887,903 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.17% | 0.18% |
#47
3
Prev: #44
|
0.6 |
—
|
149 | 0.7% |
P
S
|
21,661 | $1,848,116 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.16% | 0.16% |
#48
4
Prev: #52
|
0.6 |
—
|
-66 | -2.2% |
P
S
|
2,897 | $1,772,268 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.16% | 0.12% |
#49
12
Prev: #61
|
2.6 |
—
|
1,719 | 36.1% |
P
S
|
6,483 | $1,764,261 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IJR
ISHARES TR
|
ETF | 0.16% | 0.18% |
#50
5
Prev: #45
|
0.6 |
—
|
-703 | -5.3% |
P
S
|
12,485 | $1,698,459 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 |
Showing 1-50 of 874 holdings