Institutional Fund
Center For Financial Planning, Inc.
Southfied, MICIK 18035575 filings on record
Portfolio Value
$958.01M
Q1 2026
Holdings
657
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-0.3%
from $961.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds33.9%
- Ishares Tr10.9%
- Spdr Index Shs Fds7.7%
- Vanguard Index Fds7.0%
- Vanguard Index Fds5.0%
- Ishares Tr4.1%
- Other31.3%
Portfolio Holdings
657 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 544.2K | $325.20M | 33.9% | +2.9K | Added |
| 2 | Ishares Tr | 1.05M | $104.60M | 10.9% | +22.8K | Added |
| 3 | Spdr Index Shs Fds | 1.61M | $73.56M | 7.7% | +1.61M | Added |
| 4 | Vanguard Index Fds | 255.4K | $66.89M | 7.0% | +193 | Added |
| 5 | Vanguard Index Fds | 167.8K | $48.19M | 5.0% | +2.8K | Added |
| 6 | Ishares Tr | 435.6K | $39.44M | 4.1% | −665.2K | Reduced |
| 7 | Vanguard Intl Equity Index F | 578.0K | $31.24M | 3.3% | +3.7K | Added |
| 8 | Ishares Tr | 90.6K | $17.37M | 1.8% | −1.3K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 19 | $13.64M | 1.4% | 0 | Held |
| 10 | Vanguard Index Fds | 55.8K | $12.11M | 1.3% | −1.5K | Reduced |
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