Center for Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
Southfied, MI
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
658
Total value ($000)
$958,010
Net value change ($000)
-3,106 (-0.3%)
New positions
34
Sold out positions
78
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPDW 73,557 1225950.0%
AGG 1,631 1.6%
VB 1,063 1.6%
XOM 759 40.2%
CVX 663 35.2%
JNJ 577 17.4%
NEE 416 14.6%
MPC 397 48.6%
VWO 368 1.2%
ZTS 324 1542.9%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -59,040 -60.0%
VOO -14,299 -4.2%
MSFT -1,756 -15.2%
QUAL -876 -4.8%
BRK-B -696 -4.9%
AAPL -621 -7.1%
AMZN -556 -9.7%
GOOGL -526 -8.6%
AXP -507 -20.7%
JPM -484 -8.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type