Consolidated Planning
$742M 13F equity value
166 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Consolidated 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 |
|---|---|---|---|---|
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 1,815,841 | $75M | 10.1% |
| AVUS | AMERICAN CENTY ETF TR | 492,914 | $63M | 8.5% |
| DIVO | AMPLIFY ETF TR | 1,270,411 | $58M | 7.8% |
| IDVO | AMPLIFY ETF TR | 1,256,789 | $53M | 7.1% |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 2,149,572 | $41M | 5.6% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1,046,835 | $36M | 4.9% |
| MGMT | UNIFIED SER TR | 685,108 | $35M | 4.7% |
| ZROZ | PIMCO ETF TR | 417,268 | $27M | 3.6% |
| FNDX | SCHWAB STRATEGIC TR | 828,961 | $26M | 3.5% |
| EZM | WISDOMTREE TR | 267,688 | $20M | 2.7% |
Track Consolidated Planning's 13F portfolio: $742M in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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