CFFP
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Center for Financial Planning’s Trump Media & Technology Group DJT Stock Holding History

Center for Financial Planning’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Hold
14,805
– – 0.01% 226
2026
Q1 		$137K Hold
14,805
– – 0.01% 202
2025
Q4 		$196K Buy
14,805
+5,505
+59% +$75.1K 0.02% 174
2025
Q3 		$153K Sell
9,300
-89
-0.9% -$1.58K 0.02% 189
2025
Q2 		$169K Hold
9,389
– – 0.02% 175
2025
Q1 		$183K Hold
9,389
– – 0.02% 161
2024
Q4 		$320K Buy
9,389
+6,200
+194% +$197K 0.04% 122
2024
Q3 		$51.2K Buy
3,189
+3,000
+1,587% +$72.7K 0.01% 250
2024
Q2 		$6.19K Buy
189
+105
+125% +$4.41K ﹤0.01% 440
2024
Q1 		$5.21K Hold
84
– – ﹤0.01% 472
2023
Q4 		$1.47K Hold
84
– – ﹤0.01% 471
2023
Q3 		$1.38K Hold
84
– – ﹤0.01% 469
2023
Q2 		$1.06K Hold
84
– – ﹤0.01% 518
2023
Q1 		$1.18K Hold
84
– – ﹤0.01% 479
2022
Q4 		$1.26K Hold
84
– – ﹤0.01% 477
2022
Q3 		$1K Hold
84
– – ﹤0.01% 627
2022
Q2 		$2K Hold
84
– – ﹤0.01% 485
2022
Q1 		$5K Hold
84
– – ﹤0.01% 435
2021
Q4 		$4K Buy
+84
New +$3.8K ﹤0.01% 450

Other funds holding DJT

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Center for Financial Planning's DJT Position: Q2 2026 in Review

Center for Financial Planning held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 14,805 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #226.

Center for Financial Planning first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $320K in Q4 2024. 78 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Center for Financial Planning held 14,805 shares of Trump Media & Technology Group worth $115K as of Q2 2026.
  • Center for Financial Planning left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #226 holding.
  • Center for Financial Planning first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Center for Financial Planning's Trump Media & Technology Group position peaked at $320K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.