Center for Financial Planning, Inc. filed its Form 13F-HR on October 26, 2026, disclosing equity holdings as of the close of business on September 30, 2026. The firm reported a total of 836 separate positions held in its portfolio, with a combined value of approximately $1,075,674,317.
The filing details a diverse portfolio of common stocks and exchange-traded funds (ETFs). The largest individual holding disclosed is Apple Inc., with 10,840,365 shares valued at $32,551,000. Microsoft Corporation is the second-largest holding, with 13,854,916 shares valued at $27,012,000. Other significant individual stock positions include Berkshire Hathaway Inc. Class B (7,749,097 shares), NVIDIA Corporation (2,991,092 shares), and Eli Lilly & Co. (1,159,394 shares).
The portfolio also includes a substantial allocation to ETFs. The top ETF positions include the iShares Core S&P Total Stock Market ETF (28,101,300 shares), the Vanguard S&P 500 ETF Shares (386,169,870 shares), and the Vanguard Total Bond Market ETF (913,353 shares). Other notable ETFs held include the iShares Core S&P 600 ETF, the iShares Core MSCI EAFE ETF, and the Vanguard Small-Cap ETF.
The filing lists Amanda C. Toia, Senior Compliance Manager, as the authorized signatory responsible for submitting the report.
