Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Center for Financial Planning, Inc. (CIK 1803557) reported $1.07B across 665 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($377.2M, 35.26%), AGG ($107.3M, 10.03%), SPDW ($84.0M, 7.85%), VB ($77.9M, 7.29%), VO ($54.6M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $377.2M | 35.26% | 549,217 | Added |
| 2 | AGG | ISHARES TR | $107.3M | 10.03% | 1.1M | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $84.0M | 7.85% | 1.7M | Added |
| 4 | VB | VANGUARD INDEX FDS | $77.9M | 7.29% | 257,140 | Added |
| 5 | VO | VANGUARD INDEX FDS | $54.6M | 5.11% | 678,271 | Added |
| 6 | IEFA | ISHARES TR | $41.9M | 3.91% | 433,664 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $35.3M | 3.30% | 592,187 | Added |
| 8 | QUAL | ISHARES TR | $19.7M | 1.84% | 89,819 | Trimmed |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 1.33% | 19 | Hold |
| 10 | VBR | VANGUARD INDEX FDS | $13.6M | 1.27% | 56,015 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $11.2M | 1.05% | 131,198 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $9.8M | 0.92% | 26,365 | Trimmed |
| 13 | AAPL | APPLE INC | $9.3M | 0.87% | 32,001 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.6M | 0.71% | 15,254 | Added |
| 15 | GOOG | ALPHABET INC | $6.9M | 0.65% | 19,567 | Added |
| 16 | AMZN | AMAZON COM INC | $6.0M | 0.56% | 25,220 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $5.7M | 0.53% | 17,273 | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $4.6M | 0.43% | 53,009 | Added |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $4.4M | 0.41% | 28,194 | Trimmed |
| 20 | ABBV | ABBVIE INC | $4.4M | 0.41% | 17,400 | Hold |
| 21 | VGT | VANGUARD WORLD FD | $3.9M | 0.37% | 32,791 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $4.0M | 0.37% | 15,794 | Trimmed |
| 23 | VBK | VANGUARD INDEX FDS | $3.7M | 0.35% | 10,099 | Trimmed |
| 24 | IJH | ISHARES TR | $3.8M | 0.35% | 48,654 | Trimmed |
| 25 | AVGO | BROADCOM INC | $3.8M | 0.35% | 9,980 | Added |
Source: SEC Form 13F filings · as of 2026-06-30