13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 702 holding rows worth $961,115,556.
- Accession
- 0001803557-26-000001
- Filer
- CIK 1803557
- Filed
- 2026-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 712 entries on the cover page, a total value of $961,115,556 stated on the cover page (in dollars after the unit check, H1), rows summing to $961,115,556 with VALUE read as dollars as filed, 13F file number 028-20001. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 180 | $9,242 | dollars as filed | |
| REYNOLDS CONSUMER PRODS INC COM | 76171L106 | Stock | 400 | $9,168 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 200 | $8,996 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 292 | $8,974 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 497 | $8,946 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 103 | $8,884 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 199 | $8,790 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 78 | $8,767 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 259 | $8,757 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 61 | $8,610 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 200 | $8,546 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 122 | $8,526 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 38 | $8,501 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 138 | $8,392 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 86 | $8,281 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 112 | $8,230 | dollars as filed | |
| NGL ENERGY PARTNERS LP | 62913M107 | COM UNIT REPST | 800 | $8,000 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D101 | NO AMER ENERGY | 208 | $7,877 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 10 | $7,869 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 590 | $7,818 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 268 | $7,813 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 449 | $7,773 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 135 | $7,690 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 202 | $7,382 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 57 | $7,356 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 79 | $7,347 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 86 | $6,994 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 154 | $6,984 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 551 | $6,862 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 257 | $6,826 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 150 | $6,654 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 100 | $6,540 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 26 | $6,313 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 756 | $6,306 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 5 | $6,260 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 323 | $6,244 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 45 | $6,209 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 210 | $6,193 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 5 | $6,060 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 252 | $6,021 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 363 | $5,838 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 151 | $5,796 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 133 | $5,793 | dollars as filed | |
| SPINNAKER ETF SERIES | 84858T772 | SELE STO EUR ETF | 135 | $5,688 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 50 | $5,655 | dollars as filed | |
| SPDW | 78463X889 | COM | 124 | $5,507 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 68 | $5,455 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 500 | $5,450 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 40 | $5,429 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 404 | $5,321 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 58 | $5,301 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 65 | $5,249 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 32 | $5,227 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 15 | $5,145 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 50 | $5,119 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 58 | $5,056 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 23 | $4,910 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $4,887 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 41 | $4,728 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 38 | $4,673 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 152 | $4,627 | dollars as filed | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 57 | $4,562 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 85 | $4,537 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 560 | $4,520 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 61 | $4,496 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 86 | $4,368 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 18 | $4,363 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 106 | $4,362 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 107 | $4,294 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 17 | $4,289 | dollars as filed | |
| SOLID POWER INC CLASS A COM | 83422N105 | Stock | 1,000 | $4,250 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 50 | $4,141 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 180 | $3,897 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 24 | $3,889 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 130 | $3,806 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $3,672 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 50 | $3,588 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 56 | $3,575 | dollars as filed | |
| ARMOUR RESIDENTIAL REIT INC COM SHS | 042315705 | REIT | 200 | $3,538 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 34 | $3,457 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 100 | $3,446 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $3,396 | dollars as filed | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 160 | $3,308 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 29 | $3,254 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 31 | $3,126 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $3,121 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 90 | $2,997 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 200 | $2,988 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 100 | $2,973 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 41 | $2,847 | dollars as filed | |
| SOLS | 83443Q103 | COM | 58 | $2,818 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 72 | $2,777 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 114 | $2,765 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 38 | $2,762 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 31 | $2,701 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $2,698 | dollars as filed | |
| NIOCORP DEVS LTD | 654484609 | COM NEW | 500 | $2,650 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $2,631 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 100 | $2,614 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 18 | $2,592 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $2,512 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 23 | $2,420 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 219 | $2,282 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $2,232 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 308 | $2,209 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $2,194 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 134 | $2,154 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5 | $2,007 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 20 | $2,007 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $1,971 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,925 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 20 | $1,905 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 36 | $1,900 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $1,879 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $1,760 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 7 | $1,753 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 382 | $1,735 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 8 | $1,718 | dollars as filed | |
| NCR ATLEOS CORPORATION | 63001N106 | COM SHS | 44 | $1,677 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $1,589 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,577 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $1,575 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,564 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 52 | $1,554 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 30 | $1,501 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $1,500 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 18 | $1,497 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,458 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $1,400 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $1,386 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,349 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 490 | $1,304 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 65 | $1,282 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4 | $1,142 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 70 | $1,074 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $987 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $972 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $959 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 120 | $928 | dollars as filed | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 88 | $898 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $894 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $860 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $844 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 25 | $817 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC | 530909100 | COM SER A | 9 | $734 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $720 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $594 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $593 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $537 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $526 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $525 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 35 | $496 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $483 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 1 | $370 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 17 | $369 | dollars as filed | |
| SAFEHOLD INC | 78646V107 | COM | 26 | $356 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 22 | $349 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $295 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $289 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 10 | $265 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 4 | $235 | dollars as filed | |
| NABORS INDUSTRIES LTD | G6359F137 | SHS | 4 | $218 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 58 | $216 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $206 | dollars as filed | |
| RAMACO RES INC | 75134P501 | COM CL B | 17 | $200 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $186 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $185 | dollars as filed | |
| GLOBALSTAR INC | 378973507 | COMMON STOCK | 3 | $184 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 11 | $178 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 12 | $176 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $175 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 10 | $164 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $155 | dollars as filed | |
| Star Hldgs Shs Ben Int | 85512G106 | Common Stock | 17 | $140 | dollars as filed | |
| CRONOS GROUP INC | 22717L101 | COM | 50 | $132 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $130 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $119 | dollars as filed | |
| JETBLUE AWYS CORP | 477143101 | COM | 25 | $114 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $111 | dollars as filed | |
| UNITI GROUP LLC | 912932100 | COM SHS | 15 | $106 | dollars as filed | |
| AQUA METALS INC | 03837J309 | COM NEW | 22 | $106 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 5 | $105 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $103 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $96 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 5 | $83 | dollars as filed | |
| KOHLS CORP | 500255104 | COM | 4 | $82 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 6 | $71 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 66 | $60 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $58 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $50 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 4 | $43 | dollars as filed | |
| HAGERTY INC A | 405166109 | COMMON STOCK | 3 | $41 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $39 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | 683712137 | Stock | 66 | $35 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $33 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 25 | $29 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | 683712145 | Stock | 66 | $27 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 2 | $13 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $6 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 1 | $5 | dollars as filed | |
| AMC ENTMT HLDGS INC | 00165C302 | CL A NEW | 1 | $2 | dollars as filed | |
| DSS INC | 26253C201 | COM NEW | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-26-000001 | this filing | 2026-02-05 | acceptance time not in the bulk data set |