Center for Financial Planning, Inc.

13F filer · CIK 0001803557

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$1.07BU.S. long equity reported on 13F

Positions51220 new · 20 closed

Net flow last quarter-$2.73MBuys minus sells

Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026512 positions
BRK.ABerkshire Hathaway Inc	$14.2M	1.33%	Not reported	Not reported	Q4 2019
MSFTMicrosoft Corp	$9.83M	0.92%	0.00%	-0.4%	Q4 2019
AAPLApple Inc.	$9.26M	0.87%	0.00%	+0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.63M	0.71%	Not reported	+0.9%	Q4 2019
GOOGAlphabet Inc.	$6.91M	0.65%	Not reported	+0.1%	Q4 2019
AMZNAmazon Com Inc	$6.01M	0.56%	0.00%	+1.7%	Q4 2019
JPMJPMorgan Chase & Co	$5.65M	0.53%	0.00%	-0.5%	Q4 2019
ABBVAbbVie Inc.	$4.38M	0.41%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$4.01M	0.37%	0.00%	-0.8%	Q4 2019
AVGOBroadcom Inc.	$3.77M	0.35%	0.00%	+2.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.18M	0.30%	Not reported	-2.1%	Q4 2019
NEENextera Energy Inc	$3.03M	0.28%	0.00%	-1.9%	Q4 2019
RJFRaymond James Financial Inc	$2.91M	0.27%	0.01%	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$2.56M	0.24%	0.00%	-5.2%	Q4 2019
MCKMckesson Corp	$2.48M	0.23%	0.00%	Not reported	Q4 2019
MSIMotorola Solutions, Inc.	$2.18M	0.20%	0.00%	+2.3%	Q4 2019
AXPAmerican Express Co	$2.17M	0.20%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$2.04M	0.19%	0.00%	-4.5%	Q4 2019
CVXChevron Corp	$2.03M	0.19%	0.00%	-0.4%	Q4 2019
NVDANvidia Corp	$2.01M	0.19%	0.00%	-7.1%	Q4 2019
TMOThermo Fisher Scientific Inc.	$1.99M	0.19%	0.00%	Not reported	Q4 2019
CLColgate Palmolive Co	$1.97M	0.18%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$1.88M	0.18%	0.00%	-1.4%	Q4 2019
ABTAbbott Laboratories	$1.84M	0.17%	0.00%	+15.1%	Q4 2019
PEPPepsico Inc	$1.8M	0.17%	0.00%	-0.2%	Q4 2019
GOOGLAlphabet Inc.	$1.8M	0.17%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$1.73M	0.16%	0.00%	-0.7%	Q4 2019
ETNEaton Corp plc	$1.72M	0.16%	0.00%	-6.7%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.72M	0.16%	0.00%	-15.7%	Q4 2020
SYKStryker Corp	$1.6M	0.15%	0.00%	Not reported	Q4 2019
CRMSalesforce, Inc.	$1.57M	0.15%	0.00%	+6.1%	Q4 2019
MRKMerck & Co., Inc.	$1.47M	0.14%	0.00%	-0.4%	Q4 2019
MCDMcdonalds Corp	$1.43M	0.13%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$1.34M	0.12%	0.00%	-6.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.32M	0.12%	Not reported	+0.1%	Q4 2019
UNPUnion Pacific Corp	$1.3M	0.12%	0.00%	+0.2%	Q4 2019
MMM3m Co	$1.2M	0.11%	0.00%	Not reported	Q4 2019
MPCMarathon Petroleum Corp	$1.2M	0.11%	0.00%	-5.8%	Q4 2019
LLYELI LILLY & Co	$1.19M	0.11%	0.00%	+8.7%	Q4 2019
TSLATesla, Inc.	$1.17M	0.11%	0.00%	-6.1%	Q4 2019
CSCOCisco Systems, Inc.	$1.13M	0.11%	0.00%	-2.9%	Q4 2019
PMPhilip Morris International Inc.	$1.05M	0.10%	0.00%	-2.3%	Q4 2019
ITWIllinois Tool Works Inc	$1.03M	0.10%	0.00%	Not reported	Q4 2019
GEVGE Vernova Inc.	$1.03M	0.10%	0.00%	-5.1%	Q2 2024
DTEDte Energy Co	$997K	0.09%	0.00%	-12.9%	Q4 2019
EMREmerson Electric Co	$889K	0.08%	0.00%	Not reported	Q4 2019
IBMInternational Business Machines Corp	$879K	0.08%	0.00%	-0.7%	Q4 2019
AMTAmerican Tower Corp	$857K	0.08%	0.00%	+3.4%	Q4 2019
ADIAnalog Devices Inc	$831K	0.08%	0.00%	-16.0%	Q1 2021
TTTrane Technologies plc	$750K	0.07%	0.00%	Not reported	Q4 2020

Q1 2026Reported May 4, 2026511 positions
BRK.ABerkshire Hathaway Inc	$13.6M	1.42%	Not reported	Not reported	Q4 2019
MSFTMicrosoft Corp	$9.8M	1.02%	0.00%	+10.8%	Q4 2019
AAPLApple Inc.	$8.08M	0.84%	0.00%	-0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.24M	0.76%	Not reported	-1.2%	Q4 2019
GOOGAlphabet Inc.	$5.61M	0.59%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$5.17M	0.54%	0.00%	+0.1%	Q4 2019
JPMJPMorgan Chase & Co	$5.11M	0.53%	0.00%	+0.1%	Q4 2019
JNJJohnson & Johnson	$3.89M	0.41%	0.00%	-0.6%	Q4 2019
ABBVAbbVie Inc.	$3.78M	0.40%	0.00%	-0.2%	Q4 2019
NEENextera Energy Inc	$3.27M	0.34%	0.00%	-1.0%	Q4 2019
AVGOBroadcom Inc.	$3.02M	0.32%	0.00%	+3.4%	Q4 2019
MCKMckesson Corp	$2.84M	0.30%	0.00%	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.83M	0.30%	Not reported	-2.5%	Q4 2019
RJFRaymond James Financial Inc	$2.77M	0.29%	0.01%	-0.8%	Q4 2019
PGPROCTER & GAMBLE Co	$2.66M	0.28%	0.00%	-5.4%	Q4 2019
XOMExxonMobil Holdings Corp	$2.65M	0.28%	0.00%	-0.5%	Q4 2019
CVXChevron Corp	$2.55M	0.27%	0.00%	-0.4%	Q4 2019
MSIMotorola Solutions, Inc.	$2.23M	0.23%	0.00%	+2.8%	Q4 2019
PEPPepsico Inc	$2.07M	0.22%	0.00%	Not reported	Q4 2019
TMOThermo Fisher Scientific Inc.	$1.95M	0.20%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$1.94M	0.20%	0.00%	-3.0%	Q4 2019
NVDANvidia Corp	$1.88M	0.20%	0.00%	+22.4%	Q4 2019
CLColgate Palmolive Co	$1.83M	0.19%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$1.81M	0.19%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$1.78M	0.19%	0.00%	+0.7%	Q4 2019
CRMSalesforce, Inc.	$1.77M	0.18%	0.00%	+21.9%	Q4 2019
SYKStryker Corp	$1.67M	0.17%	0.00%	+2.6%	Q4 2019
MCDMcdonalds Corp	$1.65M	0.17%	0.00%	-1.4%	Q4 2019
HDHome Depot, Inc.	$1.62M	0.17%	0.00%	-0.5%	Q4 2019
WMTWalmart Inc.	$1.58M	0.16%	0.00%	-1.3%	Q4 2019
ETNEaton Corp plc	$1.55M	0.16%	0.00%	-0.5%	Q4 2019
GOOGLAlphabet Inc.	$1.44M	0.15%	0.00%	-11.3%	Q4 2019
MRKMerck & Co., Inc.	$1.38M	0.14%	0.00%	-5.2%	Q4 2019
MPCMarathon Petroleum Corp	$1.21M	0.13%	0.00%	-1.0%	Q4 2019
UNPUnion Pacific Corp	$1.15M	0.12%	0.00%	+1.1%	Q4 2019
DTEDte Energy Co	$1.1M	0.11%	0.00%	+0.5%	Q4 2019
TSLATesla, Inc.	$1.1M	0.11%	0.00%	+0.1%	Q4 2019
MMM3m Co	$1.08M	0.11%	0.00%	0.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.03M	0.11%	Not reported	-4.2%	Q4 2019
ITWIllinois Tool Works Inc	$994K	0.10%	0.00%	-9.8%	Q4 2019
PMPhilip Morris International Inc.	$983K	0.10%	0.00%	-1.4%	Q4 2019
AMTAmerican Tower Corp	$874K	0.09%	0.00%	+10.8%	Q4 2019
LLYELI LILLY & Co	$842K	0.09%	0.00%	+16.4%	Q4 2019
EMREmerson Electric Co	$814K	0.08%	0.00%	-8.4%	Q4 2019
GEVGE Vernova Inc.	$808K	0.08%	0.00%	-0.1%	Q2 2024
DANDANA Inc	$808K	0.08%	0.02%	Not reported	Q4 2019
DALDelta Air Lines, Inc.	$796K	0.08%	0.00%	-2.6%	Q4 2019
ADIAnalog Devices Inc	$793K	0.08%	0.00%	+3.7%	Q1 2021
CSCOCisco Systems, Inc.	$766K	0.08%	0.00%	-2.1%	Q4 2019
IBMInternational Business Machines Corp	$763K	0.08%	0.00%	-0.6%	Q4 2019

Q4 2025Reported Feb 5, 2026541 positions
BRK.ABerkshire Hathaway Inc	$14.3M	1.49%	Not reported	Not reported	Q4 2019
MSFTMicrosoft Corp	$11.6M	1.20%	0.00%	0.0%	Q4 2019
AAPLApple Inc.	$8.7M	0.91%	0.00%	-0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.69M	0.80%	Not reported	+6.6%	Q4 2019
GOOGAlphabet Inc.	$6.13M	0.64%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$5.72M	0.60%	0.00%	-2.3%	Q4 2019
JPMJPMorgan Chase & Co	$5.59M	0.58%	0.00%	+0.4%	Q4 2019
ABBVAbbVie Inc.	$3.98M	0.41%	0.00%	-3.9%	Q4 2019
JNJJohnson & Johnson	$3.31M	0.34%	0.00%	+2.0%	Q4 2019
AVGOBroadcom Inc.	$3.26M	0.34%	0.00%	-4.9%	Q4 2019
RJFRaymond James Financial Inc	$3.1M	0.32%	0.01%	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.04M	0.32%	Not reported	-10.3%	Q4 2019
NEENextera Energy Inc	$2.85M	0.30%	0.00%	-1.3%	Q4 2019
PGPROCTER & GAMBLE Co	$2.79M	0.29%	0.00%	+0.2%	Q4 2019
MCKMckesson Corp	$2.69M	0.28%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$2.45M	0.25%	0.00%	Not reported	Q4 2019
TMOThermo Fisher Scientific Inc.	$2.3M	0.24%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$2.21M	0.23%	0.00%	Not reported	Q4 2019
CRMSalesforce, Inc.	$2.06M	0.21%	0.00%	+5.5%	Q4 2019
MSIMotorola Solutions, Inc.	$1.92M	0.20%	0.00%	+2.7%	Q4 2019
PEPPepsico Inc	$1.91M	0.20%	0.00%	-0.7%	Q4 2019
XOMExxonMobil Holdings Corp	$1.89M	0.20%	0.00%	+1.4%	Q4 2019
CVXChevron Corp	$1.88M	0.20%	0.00%	-1.4%	Q4 2019
GOOGLAlphabet Inc.	$1.77M	0.18%	0.00%	-10.3%	Q4 2019
SYKStryker Corp	$1.74M	0.18%	0.00%	-2.1%	Q4 2019
HDHome Depot, Inc.	$1.71M	0.18%	0.00%	-0.6%	Q4 2019
CLColgate Palmolive Co	$1.7M	0.18%	0.00%	-0.5%	Q4 2019
NVDANvidia Corp	$1.64M	0.17%	0.00%	+1.2%	Q4 2019
MCDMcdonalds Corp	$1.64M	0.17%	0.00%	+2.0%	Q4 2019
KOCoca Cola Co	$1.63M	0.17%	0.00%	+1.2%	Q4 2019
WMTWalmart Inc.	$1.43M	0.15%	0.00%	-2.0%	Q4 2019
ETNEaton Corp plc	$1.39M	0.14%	0.00%	+0.8%	Q4 2019
TSLATesla, Inc.	$1.33M	0.14%	0.00%	-3.4%	Q4 2019
MRKMerck & Co., Inc.	$1.27M	0.13%	0.00%	+0.8%	Q4 2019
MMM3m Co	$1.19M	0.12%	0.00%	0.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.14M	0.12%	Not reported	+4.4%	Q4 2019
UNPUnion Pacific Corp	$1.09M	0.11%	0.00%	-2.7%	Q4 2019
ITWIllinois Tool Works Inc	$1.04M	0.11%	0.00%	-1.8%	Q4 2019
PMPhilip Morris International Inc.	$968K	0.10%	0.00%	+1.5%	Q4 2019
DTEDte Energy Co	$964K	0.10%	0.00%	+57.3%	Q4 2019
IBMInternational Business Machines Corp	$938K	0.10%	0.00%	+5.0%	Q4 2019
EMREmerson Electric Co	$900K	0.09%	0.00%	+0.2%	Q4 2019
DALDelta Air Lines, Inc.	$853K	0.09%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$845K	0.09%	0.00%	+0.1%	Q4 2019
METAMeta Platforms, Inc.	$830K	0.09%	Not reported	+0.6%	Q4 2019
MPCMarathon Petroleum Corp	$817K	0.08%	0.00%	+14.9%	Q4 2019
AMTAmerican Tower Corp	$803K	0.08%	0.00%	-7.5%	Q4 2019
OMCOmnicom Group Inc.	$793K	0.08%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$777K	0.08%	0.00%	-1.1%	Q4 2019
AMDAdvanced Micro Devices Inc	$752K	0.08%	0.00%	-12.3%	Q4 2020

Q3 2025Reported Nov 6, 2025509 positions
BRK.ABerkshire Hathaway Inc	$14.3M	1.53%	Not reported	Not reported	Q4 2019
MSFTMicrosoft Corp	$12.4M	1.32%	0.00%	+0.1%	Q4 2019
AAPLApple Inc.	$8.19M	0.88%	0.00%	+14.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.22M	0.77%	Not reported	+2.3%	Q4 2019
AMZNAmazon Com Inc	$5.57M	0.60%	0.00%	+4.0%	Q4 2019
JPMJPMorgan Chase & Co	$5.45M	0.58%	0.00%	+1.5%	Q4 2019
GOOGAlphabet Inc.	$4.76M	0.51%	Not reported	-0.3%	Q4 2019
ABBVAbbVie Inc.	$4.2M	0.45%	0.00%	+6.6%	Q4 2019
RJFRaymond James Financial Inc	$3.33M	0.36%	0.01%	-1.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.31M	0.35%	Not reported	-0.1%	Q4 2019
AVGOBroadcom Inc.	$3.27M	0.35%	0.00%	+3.8%	Q4 2019
PGPROCTER & GAMBLE Co	$2.99M	0.32%	0.00%	+4.0%	Q4 2019
JNJJohnson & Johnson	$2.91M	0.31%	0.00%	+6.8%	Q4 2019
NEENextera Energy Inc	$2.72M	0.29%	0.00%	+3.1%	Q4 2019
MCKMckesson Corp	$2.53M	0.27%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$2.37M	0.25%	0.00%	+3.8%	Q4 2019
MSIMotorola Solutions, Inc.	$2.23M	0.24%	0.00%	-6.3%	Q4 2019
AXPAmerican Express Co	$2.2M	0.23%	0.00%	-0.8%	Q4 2019
HDHome Depot, Inc.	$2.02M	0.22%	0.00%	+2.8%	Q4 2019
CVXChevron Corp	$1.95M	0.21%	0.00%	-0.9%	Q4 2019
TMOThermo Fisher Scientific Inc.	$1.92M	0.21%	0.00%	Not reported	Q4 2019
PEPPepsico Inc	$1.89M	0.20%	0.00%	+10.1%	Q4 2019
SYKStryker Corp	$1.87M	0.20%	0.00%	Not reported	Q4 2019
CRMSalesforce, Inc.	$1.74M	0.19%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$1.74M	0.19%	0.00%	+7.1%	Q4 2019
CLColgate Palmolive Co	$1.73M	0.18%	0.00%	Not reported	Q4 2019
NVDANvidia Corp	$1.63M	0.17%	0.00%	+3.3%	Q4 2019
ETNEaton Corp plc	$1.62M	0.17%	0.00%	+4.9%	Q4 2019
MCDMcdonalds Corp	$1.6M	0.17%	0.00%	+6.1%	Q4 2019
GOOGLAlphabet Inc.	$1.53M	0.16%	0.00%	-0.6%	Q4 2019
KOCoca Cola Co	$1.52M	0.16%	0.00%	+0.9%	Q4 2019
TSLATesla, Inc.	$1.36M	0.15%	0.00%	-7.0%	Q4 2019
WMTWalmart Inc.	$1.35M	0.14%	0.00%	+16.1%	Q4 2019
MMM3m Co	$1.15M	0.12%	0.00%	-0.3%	Q4 2019
UNPUnion Pacific Corp	$1.14M	0.12%	0.00%	-1.5%	Q4 2019
ITWIllinois Tool Works Inc	$1.12M	0.12%	0.00%	-0.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.07M	0.11%	Not reported	+14.4%	Q4 2019
MRKMerck & Co., Inc.	$1.01M	0.11%	0.00%	+2.9%	Q4 2019
PMPhilip Morris International Inc.	$964K	0.10%	0.00%	Not reported	Q4 2019
AMTAmerican Tower Corp	$950K	0.10%	0.00%	+8.1%	Q4 2019
METAMeta Platforms, Inc.	$918K	0.10%	Not reported	Not reported	Q4 2019
EMREmerson Electric Co	$887K	0.09%	0.00%	Not reported	Q4 2019
TTTrane Technologies plc	$880K	0.09%	0.00%	-2.4%	Q4 2020
IBMInternational Business Machines Corp	$851K	0.09%	0.00%	Not reported	Q4 2019
MPCMarathon Petroleum Corp	$842K	0.09%	0.00%	+6.2%	Q4 2019
OMCOmnicom Group Inc.	$800K	0.09%	0.01%	Not reported	Q4 2019
PGRProgressive Corp	$783K	0.08%	0.00%	Not reported	Q4 2019
ADCAgree Realty Corp	$727K	0.08%	0.01%	Not reported	Q3 2021
DALDelta Air Lines, Inc.	$698K	0.07%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$697K	0.07%	0.00%	-4.7%	Q4 2019

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