Center for Financial Planning
$1.1B 13F equity value
687 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Center for Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 549,217 | $377M | 35.3% |
| AGG | ISHARES TR | 1,083,836 | $107M | 10.0% |
| SPDW | SPDR INDEX SHS FDS | 1,667,215 | $84M | 7.9% |
| VB | VANGUARD INDEX FDS | 257,140 | $78M | 7.3% |
| VO | VANGUARD INDEX FDS | 678,271 | $55M | 5.1% |
| IEFA | ISHARES TR | 433,664 | $42M | 3.9% |
| VWO | VANGUARD INTL EQUITY INDEX F | 592,187 | $35M | 3.3% |
| QUAL | ISHARES TR | 89,819 | $20M | 1.8% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 1.3% |
| VBR | VANGUARD INDEX FDS | 56,015 | $14M | 1.3% |
Track Center for Financial Planning's 13F portfolio: $1.1B in reported holdings, 687 positions. Top holdings and quarterly changes on SentiSense.
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