1y return+16.8%S&P 500 +20.9%
3y return+50.3%S&P 500 +68.5%
5y return+49.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $197 against $232 in the S&P 500.2
Center for Financial Planning, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $377.2M | 35.3% | |
| AGGIshares Tr | $107.3M | 10.0% | +2.9% |
| SPDWSpdr Index Shs Fds | $84.0M | 7.9% | +3.5% |
| VBVanguard Index Fds | $77.9M | 7.3% | |
| VOVanguard Index Fds | $54.6M | 5.1% | +1.1% |
| IEFAIshares Tr | $41.9M | 3.9% | |
| VWOVanguard Intl Equity Index F | $35.3M | 3.3% | +2.4% |
| QUALIshares Tr | $19.7M | 1.8% | |
| BRK/ABerkshire Hathaway Inc Del | $14.2M | 1.3% | |
| VBRVanguard Index Fds | $13.6M | 1.3% | |
| VXUSVanguard Star Fds | $11.2M | 1.0% | |
| MSFTMicrosoft Corp | $9.8M | 0.9% | |
| AAPLApple Inc | $9.3M | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del | $7.6M | 0.7% | |
| GOOGAlphabet Inc | $6.9M | 0.6% | |
| AMZNAmazon Com Inc | $6.0M | 0.6% | +1.7% |
| JPMJpmorgan Chase & Co | $5.7M | 0.5% | |
| VUGVanguard Index Fds | $4.6M | 0.4% | |
| ABBVAbbvie Inc | $4.4M | 0.4% | |
| VSSVanguard Intl Equity Index F | $4.4M | 0.4% | −1.2% |
| JNJJohnson & Johnson | $4.0M | 0.4% | |
| VGTVanguard World Fd | $3.9M | 0.4% | |
| AVGOBroadcom Inc | $3.8M | 0.4% | +2.3% |
| IJHIshares Tr | $3.8M | 0.4% | −1.7% |
| VBKVanguard Index Fds | $3.7M | 0.3% | −4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $3.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.9M |
| MCKMckesson Corp | June 30, 2020 | +392.5% | $2.5M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $2.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.7M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $3.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.3M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $2.0M |
| MSIMotorola Solutions Inc | June 30, 2020 | +196.4% | $2.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $7.6M |
Sold off last quarter
- USPHU S Physical Therapy was $75K
- Dupont De Nemours IncCUSIP 26614N102 was $70K
- Honeywell Intl IncCUSIP 438516106 was $53K
- Carnival CorpCUSIP 143658300 was $49K
- SBACSba Communications Corp was $44K
- MTDRMatador Res Co was $41K
- SMSm Energy Company was $31K
- CLFCleveland-cliffs Inc New was $28K
- MRVLMarvell Technology Inc was $24K
- MPWRMonolithic Pwr Sys Inc was $21K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +9.6% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Center for Financial Planning, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803557&type=13F-HR&dateb=&owner=include&count=40CIK 1803557
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803557/000180355726000004/Filed July 21, 2026 · accession 0001803557-26-000004