Center for Financial Planning, Inc.

Q3 2026 13F-HR Holdings

Location
Southfied, MI
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
836
Total value ($000)
$1,075,674
Net value change ($000)
+5,785 (0.5%)
New positions
207
Sold out positions
38
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 8,962 2.4%
MSFT 4,020 40.9%
SPDW 3,408 4.1%
AAPL 1,580 17.1%
LRCX 1,146 NEW
NVDA 985 49.1%
BND 867 1884.8%
MPC 806 67.3%
TMO 760 38.2%
CVX 659 32.4%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -14,228 -100.0%
GOOGL -6,914 -100.0%
VB -4,994 -6.4%
XOM -2,037 -100.0%
AGG -1,034 -1.0%
VBR -792 -5.8%
QSPT -626 -100.0%
NEE -369 -12.2%
VBK -356 -9.6%
HD -346 -20.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8 (0.0% of total reported value)
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