Center for Financial Planning, Inc.
All 13F Filings
- Location
- Southfied, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 961,116
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 426.8 K | 44.4% | 8.196 K | 0 | 8.196 K |
| ETFs | 532.9 K | 55.4% | 17.34 K | 0 | 17.34 K |
| Debt | 84 | 0.0% | 0 | 0 | 0 |
| Other | 1.277 K | 0.1% | 15 | 0 | 15 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
961,116
Holdings
702
QoQ value change ($000)
25,539
(2.7%)
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.