Center for Financial Planning, Inc.

Q4 2025 13F-HR Holdings

Location
Southfied, MI
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
702
Total value ($000)
$961,116
Net value change ($000)
+25,539 (2.7%)
New positions
84
Sold out positions
45
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 10,113 3.1%
VO 4,205 9.6%
IEFA 3,147 3.3%
AGG 2,820 2.8%
GOOGL 1,373 28.9%
VB 1,320 2.0%
VSS 1,306 47.1%
AAPL 508 6.2%
BRK-B 472 6.5%
JNJ 401 13.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -819 -6.6%
ADC -727 -100.0%
PEG -364 -80.2%
HD -315 -15.6%
MSI -311 -14.0%
SPY -270 -8.1%
RJF -232 -7.0%
ETN -229 -14.2%
ABBV -217 -5.2%
NFLX -196 -30.1%
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