Center for Financial Planning, Inc. ETF holdings
Southfied, MI
Reported $896.2M in 173 ETFs in its Form 13F for June 30, 2026.
ETF value
$896.2M
ETFs held
173
Change from prior quarter
+12.9%
With price moves
ETFs as a share of its 13F
83.8%
of $1.1B
Top 10 of 173 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $377.2M | 549,217 | +4,992 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $107.3M | 1,083,836 | +30,128 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $84.0M | 1,667,215 | +55,753 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $77.9M | 257,140 | +1,748 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $54.6M | 678,271 | +510,482 shares |
| IEFA | iShares Core MSCI EAFE ETF | $41.9M | 433,664 | −1,970 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $35.3M | 592,187 | +14,137 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $19.7M | 89,819 | −751 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $13.6M | 56,015 | +251 shares |
| VXUS | Vanguard Total International Stock ETF | $11.2M | 131,198 | −64 shares |
163 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803557. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Center for Financial Planning, Inc. own?
Center for Financial Planning, Inc. reported 173 ETF positions worth $896.2M in its Form 13F for June 30, 2026. The largest was VOO, at $377.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.