Center for Financial Planning, Inc.: 13F holdings
CIK 18035572026Q2
| Positions | 666 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 666 (+8 vs prior quarter) |
|---|
| Reported value | $1.1bn (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 549,217 | $377.2m | 35.3% |
| AGG ISHARES TR | 1,083,836 | $107.3m | 10.0% |
| EWU SPDR INDEX SHS FDS | 1,667,215 | $84.0m | 7.9% |
| VB VANGUARD INDEX FDS | 257,140 | $77.9m | 7.3% |
| VO VANGUARD INDEX FDS | 678,271 | $54.6m | 5.1% |
| IEFA ISHARES TR | 433,664 | $41.9m | 3.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 592,187 | $35.3m | 3.3% |
| QUAL ISHARES TR | 89,819 | $19.7m | 1.8% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 19 | $14.2m | 1.3% |
| VBR VANGUARD INDEX FDS | 56,015 | $13.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803557")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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