Center for Financial Planning, Inc.

Q3 2025 13F-HR Holdings

Location
Southfied, MI
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
660
Total value ($000)
$935,577
Net value change ($000)
+63,692 (7.3%)
New positions
56
Sold out positions
43
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 25,771 8.5%
AGG 4,478 4.7%
VO 3,891 9.8%
IEFA 3,572 3.9%
VWO 2,745 9.8%
AAPL 2,432 42.2%
VB 2,307 3.7%
GOOGL 1,284 36.9%
ABBV 1,040 32.9%
QUAL 940 5.4%
Top Reduces (Value $000, Stocks/ETFs)
SPGI -809 -63.0%
QMAR -557 -65.8%
CRM -263 -13.1%
CL -237 -12.1%
USFR -164 -100.0%
EAGG -139 -6.2%
CMG -136 -30.2%
MGK -135 -100.0%
SCHG -133 -100.0%
SYK -131 -6.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type