Center for Financial Planning, Inc.
All 13F Filings
- Location
- Southfied, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 958,010
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 658 | 958,010 | 13F-HR | Center for Financial Planning, Inc. |
| Q4 2025 | 2/5/2026 | 702 | 961,116 | 13F-HR | Center for Financial Planning, Inc. |
| Q3 2025 | 11/6/2025 | 660 | 935,577 | 13F-HR | Center for Financial Planning, Inc. |
| Q2 2025 | 8/4/2025 | 647 | 871,885 | 13F-HR | Center for Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.8 K | 18.2% | 0 | 252 K | -252 K |
| ETFs | 782.9 K | 81.7% | 250 K | 0 | 250 K |
| Debt | 35 | 0.0% | 0 | 49 | -49 |
| Other | 228 | 0.0% | 0 | 1.049 K | -1.049 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
958,010
Holdings
658
QoQ value change ($000)
-3,106
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.