Center for Financial Planning, Inc.
All 13F Filings
- Location
- Southfied, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,069,889
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 666 | 1,069,889 | 13F-HR | Center for Financial Planning, Inc. |
| 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 | 178.7 K | 16.7% | 3.881 K | 0 | 3.881 K |
| ETFs | 891.1 K | 83.3% | 108.2 K | 0 | 108.2 K |
| Debt | 35 | 0.0% | 0 | 0 | 0 |
| Other | 26 | 0.0% | 0 | 202 | -202 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,069,889
Holdings
666
QoQ value change ($000)
111,879
(11.7%)
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.