Center for Financial Planning
Center for Financial Planning reported 835 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (35.9%), AGG (9.9%) and SPDW (8.1%). Compared with Q2 2026, the fund opened new positions in LRCX, added to VOO, AGG and SPDW, trimmed VB, IEFA and QUAL and sold out of BRK.A, GOOG and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $386M | 35.9% | 551K | +1,777 (+0%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $106M | 9.9% | 1.1M | +40K (+4%) | 8 of 8 | |
| 3 |  SPDW Spdr Developed | $87.4M | 8.1% | 1.7M | +74K (+4%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $72.9M | 6.8% | 256K | −718 (−0%) | 8 of 8 | |
| 5 |  VO Vanguard Index Fds | $54.4M | 5.0% | 693K | +15K (+2%) | 8 of 8 | |
| 6 |  IEFA Ishares TR | $41.8M | 3.9% | 432K | −1,735 (−0%) | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $35.8M | 3.3% | 604K | +12K (+2%) | 8 of 8 | |
| 8 |  QUAL Ishares TR | $19.8M | 1.8% | 89K | −771 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $13.9M | 1.3% | 27K | +647 (+2%) | 8 of 8 | |
| 10 |  VBR Vanguard Index Fds | $12.8M | 1.2% | 55K | −528 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BRK.A Berkshire Hathaway Inc Dclass A | $14.2M | 19 |
 GOOG Alphabet Inc | $6.9M | 20K |
 XOM Exxon Mobil Corp | $2M | 15K |
 QSPT FT Vest NASDAQ-100 Buffer ETF - September | $626K | 18K |
 ESS Essex Ppty TR Inc | $102K | 350 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPDR SERIES TRUST | Put | $8K | 40 | +40 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Center for Financial Planning 13F FAQ
What does Center for Financial Planning own?
Center for Financial Planning reported 835 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (35.9%), AGG (9.9%) and SPDW (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Center for Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 207 new positions, 241 added to, 77 trimmed and 37 sold out. New positions include LRCX. It sold all of BRK.A, GOOG and XOM.
When will Center for Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Center for Financial Planning's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.