Center for Financial Planning, Inc. - Portfolio overview

Center for Financial Planning, Inc. has 727 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 15.37%
2. VB - VANGUARD INDEX FDS, 13.97%
3. IEFA - ISHARES TR, 8.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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