13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-04, with 658 holding rows worth $958,010,186.
- Accession
- 0001803557-26-000003
- Filer
- CIK 1803557
- Filed
- 2026-05-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 663 entries on the cover page, a total value of $958,010,186 stated on the cover page (in dollars after the unit check, H1), rows summing to $958,010,186 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 |
|---|---|---|---|---|---|---|
| CMS ENERGY CORP COM | 125896100 | Stock | 122 | $9,480 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 2,000 | $9,360 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 61 | $9,237 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 105 | $9,119 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 30 | $9,085 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 199 | $9,049 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 39 | $9,005 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 292 | $8,988 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 259 | $8,687 | dollars as filed | |
| AUTOLIV INC | 052800109 | COM | 82 | $8,624 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 150 | $8,484 | dollars as filed | |
| REYNOLDS CONSUMER PRODS INC COM | 76171L106 | Stock | 400 | $8,472 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 70 | $8,304 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 200 | $8,054 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 52 | $7,818 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 151 | $7,760 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 154 | $7,696 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 497 | $7,684 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 78 | $7,588 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 79 | $7,431 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 38 | $7,211 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 7 | $7,138 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 45 | $6,750 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 39 | $6,678 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 131 | $6,660 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 143 | $6,606 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 268 | $6,521 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 479 | $6,478 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 26 | $6,185 | dollars as filed | |
| SOLID POWER INC CLASS A COM | 83422N105 | Stock | 2,000 | $6,000 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 363 | $5,965 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 5 | $5,958 | dollars as filed | |
| GLOBAL X FDS | 37954Y442 | CLOUD COMPUTNG | 300 | $5,850 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 5 | $5,775 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 23 | $5,748 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 349 | $5,487 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 79 | $5,368 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 404 | $5,184 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 86 | $5,056 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $5,053 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 40 | $5,052 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 202 | $5,026 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 756 | $4,967 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 434 | $4,965 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 85 | $4,851 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 500 | $4,740 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 22 | $4,646 | dollars as filed | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 160 | $4,077 | dollars as filed | |
| SOLS | 83443Q103 | COM | 49 | $3,732 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 106 | $3,471 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 50 | $3,465 | dollars as filed | |
| ARMOUR RESIDENTIAL REIT INC COM SHS | 042315705 | REIT | 200 | $3,336 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 18 | $3,284 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $3,127 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 231 | $3,031 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $3,012 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 130 | $2,961 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 100 | $2,946 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 164 | $2,800 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 135 | $2,784 | dollars as filed | |
| LITMAN GREGORY FDS TR | 53700T827 | IMGP DBI MAN ETF | 91 | $2,744 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $2,713 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 12 | $2,591 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $2,579 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 560 | $2,576 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $2,565 | dollars as filed | |
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 44 | $2,490 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 50 | $2,480 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 143 | $2,477 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 18 | $2,393 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 104 | $2,339 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 100 | $2,339 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 3 | $2,318 | dollars as filed | |
| NIOCORP DEVS LTD | 654484609 | COM NEW | 500 | $2,230 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 100 | $2,162 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $2,103 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $2,046 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $2,032 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 382 | $2,021 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $1,870 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 490 | $1,730 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $1,701 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 18 | $1,694 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 120 | $1,666 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 23 | $1,665 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $1,641 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H803 | MUN OPPTYS ETF | 63 | $1,552 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,545 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $1,509 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,507 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $1,470 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $1,465 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,410 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 219 | $1,398 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $1,389 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4 | $1,352 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $1,268 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,262 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5 | $1,221 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,220 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $1,192 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 67 | $1,178 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H704 | MUNICIPAL INTER | 41 | $1,071 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $1,043 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $1,011 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,006 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $877 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 354 | $868 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $862 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 8 | $828 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC | 530909100 | COM SER A | 9 | $825 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 25 | $790 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $781 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $719 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $703 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 120 | $627 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $503 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $476 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $412 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 35 | $380 | dollars as filed | |
| SAFEHOLD INC | 78646V107 | COM | 26 | $352 | dollars as filed | |
| NABORS INDUSTRIES LTD | G6359F137 | SHS | 4 | $345 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $341 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 1 | $339 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $318 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $301 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 40 | $237 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $211 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $182 | dollars as filed | |
| RAMACO RES INC | 75134P501 | COM CL B | 17 | $174 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 12 | $151 | dollars as filed | |
| GAMESTOP CORP | 36467W109 | CL A | 6 | $139 | dollars as filed | |
| Star Hldgs Shs Ben Int | 85512G106 | Common Stock | 17 | $129 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $125 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $124 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $121 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $120 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $115 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $103 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 1 | $96 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $95 | dollars as filed | |
| AQUA METALS INC | 03837J309 | COM NEW | 22 | $95 | dollars as filed | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 1 | $87 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $70 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 10 | $60 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $56 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 66 | $40 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 4 | $39 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $31 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $26 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 25 | $24 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | 683712137 | Stock | 66 | $17 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | 683712145 | Stock | 66 | $16 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 2 | $13 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 1 | $4 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $4 | dollars as filed | |
| IMPACT BIOMEDICAL INC | 45259L205 | COMMON STOCK | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| DSS INC | 26253C201 | COM NEW | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-26-000003 | this filing | 2026-05-04 | acceptance time not in the bulk data set |