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 $958.0M across 648 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($325.2M, 33.95%), AGG ($104.6M, 10.92%), SPDW ($73.6M, 7.68%), VB ($66.9M, 6.98%), VO ($48.2M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $325.2M | 33.95% | 544,225 | Added |
| 2 | AGG | ISHARES TR | $104.6M | 10.92% | 1.1M | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $73.6M | 7.68% | 1.6M | Added |
| 4 | VB | VANGUARD INDEX FDS | $66.9M | 6.98% | 255,392 | Added |
| 5 | VO | VANGUARD INDEX FDS | $48.2M | 5.03% | 167,789 | Added |
| 6 | IEFA | ISHARES TR | $39.4M | 4.12% | 435,634 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $31.2M | 3.26% | 578,050 | Added |
| 8 | QUAL | ISHARES TR | $17.4M | 1.81% | 90,570 | Trimmed |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $13.6M | 1.42% | 19 | Hold |
| 10 | VBR | VANGUARD INDEX FDS | $12.1M | 1.26% | 55,764 | Trimmed |
| 11 | VXUS | VANGUARD STAR FDS | $10.1M | 1.06% | 131,262 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $9.8M | 1.02% | 26,463 | Added |
| 13 | AAPL | APPLE INC | $8.1M | 0.84% | 31,828 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2M | 0.76% | 15,114 | Trimmed |
| 15 | GOOG | ALPHABET INC | $5.6M | 0.59% | 19,542 | Hold |
| 16 | AMZN | AMAZON COM INC | $5.2M | 0.54% | 24,805 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $5.1M | 0.53% | 17,355 | Added |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.43% | 28,546 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $3.9M | 0.41% | 8,899 | Hold |
| 20 | JNJ | JOHNSON & JOHNSON | $3.9M | 0.41% | 15,914 | Trimmed |
| 21 | ABBV | ABBVIE INC | $3.8M | 0.40% | 17,400 | Trimmed |
| 22 | IJH | ISHARES TR | $3.3M | 0.35% | 49,512 | Trimmed |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.3M | 0.35% | 66,511 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $3.3M | 0.34% | 35,209 | Trimmed |
| 25 | VBK | VANGUARD INDEX FDS | $3.2M | 0.33% | 10,516 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31