13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 666 holding rows worth $1,069,888,690.
- Accession
- 0001803557-26-000004
- Filer
- CIK 1803557
- Filed
- 2026-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 669 entries on the cover page, a total value of $1,069,888,690 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,069,888,690 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 |
|---|---|---|---|---|---|---|
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 35 | $9,666 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 57 | $9,636 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 37 | $9,634 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 530 | $9,578 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 61 | $9,535 | dollars as filed | |
| AUTOLIV INC | 052800109 | COM | 82 | $9,526 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 105 | $9,502 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 122 | $9,369 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 2,000 | $9,240 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 195 | $9,234 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 292 | $9,009 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 209 | $8,921 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 259 | $8,667 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 30 | $8,517 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 25 | $8,468 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 515 | $8,175 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 150 | $8,157 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 150 | $8,052 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 70 | $7,993 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 268 | $7,864 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 79 | $7,853 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 154 | $7,828 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 363 | $7,769 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 7 | $7,602 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 151 | $7,020 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 756 | $6,918 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 38 | $6,823 | dollars as filed | |
| GLOBAL X FDS | 37954Y442 | CLOUD COMPUTNG | 300 | $6,822 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 106 | $6,805 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 131 | $6,637 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 143 | $6,600 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 5 | $6,273 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 45 | $6,260 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $6,242 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 23 | $6,201 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 168 | $6,195 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 51 | $6,069 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 39 | $6,011 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 5 | $5,785 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 26 | $5,772 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 79 | $5,756 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 40 | $5,724 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 86 | $5,409 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 202 | $5,218 | dollars as filed | |
| SOLID POWER INC CLASS A COM | 83422N105 | Stock | 2,000 | $5,180 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 50 | $5,014 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 22 | $4,996 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 2,136 | $4,892 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 85 | $4,789 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 349 | $4,698 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 500 | $4,695 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4 | $4,618 | dollars as filed | |
| SOLS | 83443Q103 | COM | 49 | $4,342 | dollars as filed | |
| VSNT | 925283103 | COM | 120 | $4,322 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 404 | $4,271 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 40 | $4,066 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 130 | $3,813 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 18 | $3,612 | dollars as filed | |
| ARMOUR RESIDENTIAL REIT INC COM SHS | 042315705 | REIT | 200 | $3,490 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 91 | $3,487 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 18 | $3,430 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $3,388 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 100 | $3,377 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $3,271 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 100 | $3,225 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $3,068 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $3,014 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 36 | $2,975 | dollars as filed | |
| BUTTERFLY NETWORK INC | 124155102 | COM CL A | 344 | $2,897 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 135 | $2,873 | dollars as filed | |
| LITMAN GREGORY FDS TR | 53700T827 | IMGP DBI MAN ETF | 91 | $2,786 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 50 | $2,617 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 231 | $2,613 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $2,600 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $2,583 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 120 | $2,564 | dollars as filed | |
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 44 | $2,559 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $2,545 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 100 | $2,526 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 560 | $2,487 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 104 | $2,457 | dollars as filed | |
| NIOCORP DEVS LTD | 654484609 | COM NEW | 500 | $2,410 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 143 | $2,271 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $2,218 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $2,144 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $2,111 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 164 | $2,093 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $1,903 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 18 | $1,902 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $1,878 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 23 | $1,839 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 382 | $1,811 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $1,716 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 219 | $1,656 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H803 | MUN OPPTYS ETF | 63 | $1,589 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 354 | $1,509 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 490 | $1,500 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $1,385 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,347 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,342 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $1,300 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $1,236 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,212 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 67 | $1,127 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,105 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H704 | MUNICIPAL INTER | 41 | $1,085 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,074 | dollars as filed | |
| CLEAN ENERGY FUELS CORP | 184499101 | COMMON STOCK | 500 | $1,025 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 120 | $994 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $942 | dollars as filed | |
| VANECK SOCIAL SENTIMENT ETF | 92189H839 | UIT EXCHANGE TRADED | 25 | $924 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $919 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5 | $913 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC | 530909100 | COM SER A | 9 | $912 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $876 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $872 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 25 | $861 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 8 | $818 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $817 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $765 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $697 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $666 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $555 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $546 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $444 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3 | $411 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $411 | dollars as filed | |
| SAFEHOLD INC | 78646V107 | COM | 26 | $409 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 1 | $373 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $363 | dollars as filed | |
| SUN CMNTYS INC COM | 866674104 | REIT | 3 | $360 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 35 | $352 | dollars as filed | |
| NABORS INDUSTRIES LTD | G6359F137 | SHS | 4 | $337 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $333 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 7 | $267 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $186 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 6 | $174 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $162 | dollars as filed | |
| Star Hldgs Shs Ben Int | 85512G106 | Common Stock | 17 | $156 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 10 | $136 | dollars as filed | |
| GAMESTOP CORP | 36467W109 | CL A | 6 | $133 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $127 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $117 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 12 | $107 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $102 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $98 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 1 | $97 | dollars as filed | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 1 | $89 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $82 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $81 | dollars as filed | |
| AQUA METALS INC | 03837J309 | COM NEW | 22 | $64 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $60 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $43 | dollars as filed | |
| SNDL INC | 83307B101 | COM | 25 | $34 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $33 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 66 | $33 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $30 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 4 | $27 | 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 | $19 | 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 | $12 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $4 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 1 | $3 | 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 0001803557-26-000004 | this filing | 2026-07-21 | acceptance time not in the bulk data set |