Center for Financial Planning, Inc.
•CIK: 1803557•Filing: Q4 2025
**Center for Financial Planning, Inc.** manages $961M across a diversified portfolio of 702 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $339.5M and AGG at $103.0M. Further diversification is evident with substantial positions in international equities, including IEFA ($98.5M) and VB ($65.8M). The top ten holdings reveal a core focus on established, large-cap global market leaders.
Total AUM
$961.1M
QoQ Performance
+2.7%
Positions
558
Top 10 Concentration
78.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AGG
IEFA
VB
VOO35.3%
AGG10.7%
IEFA10.2%
VB6.8%
VO5.0%
VWO3.2%
QUAL1.9%
BRK.A1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.1%
ETF36.3%
Technology4.2%
Healthcare1.7%
Consumer1.3%
Financial1.2%
Consumer Staples0.5%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+456 more exited positions
Changes from Q3 2025
NEW1 new position
↑77 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022