Center for Financial Planning, Inc.

Name: Center for Financial Planning, Inc. 13F Holdings
Creator: 13F Insight

$1.1B in tracked AUM across 669 positions as of Q2 2026.

CIK 0001803557 · last filed Jun 30, 2026

Total AUM

$1.1B

as of Q2 2026

Holdings

669

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

Loading holdings…

Filing history loading…