Center for Financial Planning, Inc. - Portfolio Stock Holdings
Center for Financial Planning, Inc. disclosed 864 stock positions in a recent SEC 13F filing. $1,075,646,724 of stock holdings were filed, with the largest holdings including VOO, AGG, and SPDW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,969,959,576 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
864Est. Stock Holding Value:
$1,075,646,724Top Stock Holdings By Sector
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Portfolio Stock Holdings - Center for Financial Planning, Inc.
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% of Portfolio
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